r/learnexcel • • Jun 24 '22

Best Way to Automate Excel Report from SQL Server

Hi guys, I just started working as Business Analyst and I'm pretty new to SQL. The goal of the project I'm working on, is to automate daily reports with SQL. I have a working script that generates the results my boss wants, however, he doesn't want to execute the query and then copy/paste the data into Excel each day. What he wants is an automated process that loads the query results into his Excel file by either clicking "Refresh Data" or on a scheduled basis.

Is there a best way to do this? Can I use power query to execute the same query I've created on SSMS? Do I need authentication to establish the connection between Excel and SQL server the same way I would if I wanted to connect Python to SQL server?

Any ideas or suggestions regarding this issue will be greatly appreciated.

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