Here are the steps to pull your Atlan catalog into Microsoft Excel.


Note: The steps in this article are only applicable for Windows systems.


Requirements:- 


  1. Simba presto ODBC Driver

  2. Atlan Access Token

  3. Microsoft Excel


Step 1. Get Access Token from Atlan


  1. Go to Atlan and click on your name on the top right and then click on Profile
  2. Click on Personal Access Tokens
  3. Click on Generate New Token and a window will open where the tool needs to be chosen. Choose Microsoft Excel as the tool.
  4. On the next screen, fill up the Application Name. Click on Generate to move ahead. 




5. On the next screen, a token will be generated. Please copy this access token and save it on your system/share it with the relevant user (as required) as you would not be able to see it on Atlan again for security purposes. 




Step 2. Setting up ODBC Connector


  1. Download the Simba presto ODBC Driver 64 bit from  Mac | Windows. Download Simba presto ODBC Driver 32 bit from here for Windows

  2. Install “Simba Presto 1.1.pkg” package

  3. Open the Start menu (or press the Windows key) and search for ‘ODBC Data Source Administrator’ (64-bit or 32-bit). Click on it.

  4. Select Simba Presto ODBC DSN, and click on Configure.



  1. In the window that opens up, fill up the following details in the given fields:


    1. Authentication Type: No Authentication

    2. User: Atlan Access Token generated in step 1

    3. Host: https://<instance>-api.atlan.com

    4. Port: 443 

    5. Catalog: hive

    6. Schema: default

    7. Within SSL options, check all the check box

    8. Click the Test button and if successful, press OK


Step 3. Open Excel to get data from Atlan Catalog


Once you've completed the steps above, open Excel on your Windows device and follow steps given below to be able to fetch your Atlan catalog here:

  1. Open a blank workbook in MS Excel and click on the Data tab.

  2. Select Get Data option -> From Other Sources -> From ODBC

  3. As soon as ODBC is selected as a source, a window will pop up. In the data source, select ‘Simbra Presto ODBC DSN’. 
  4. Click on Advanced Options. Write the SQL statement to fetch the data from the Catalog.
    Eg: SELECT * FROM <table_alias>

  5. After clicking on OK, the table preview will load. Click on the LOAD button, 
  6. You will see two options: ‘load’ and ‘load to’. Click on load to, to load the table into a pivot report as shown in the image below:


  7. Select PivotTable Report. On selection,  it will start loading the data and finally show the number of rows loaded and the pivot view on the left. Check the image attached   below for reference:

    In case you run into any issues, feel free to drop us a line at support@atlan.com. :)