I'm looking for a macro/vbs to update all the external data query connections to point at a different server or database. This is a pain to do manually and in versions of Excel before 2007 it sometimes seems impossible to do manually.
Anyone have a sample? I see there are different types of connections 'OLEDB' and 'ODBC', so I guess I need to deal with different formats of connection strings?
I ended up writing the following, which prompts for the connection details, creates a connection string, then updates all external data queries to use that connection string.
'''' Prompts for connection details and updates all the external data connections in the workbook accordingly.
'''' Changes all connections to use ODBC connections instead of OLEDB connections.
'''' Could be modified to use OLEDB if there's a need for that.
Sub PromptAndUpdateAllConnections()
Dim Server As String, Database As String, IntegratedSecurity As Boolean, UserId As String, Password As String, ApplicationName As String
Dim ConnectionString As String
Dim MsgTitle As String
MsgTitle = "Connection Update"
If vbOK = MsgBox("You will be asked for information to connect to the database, and this spreadsheet will be updated to connect using those details.", vbOKCancel, MsgTitle) Then
Server = InputBox("Database server or alias and instance name, e.g. 'LONDB01' or 'LONDB01\INST2'", MsgTitle)
If Server = "" Then GoTo Cancelled
Database = InputBox("Database name", MsgTitle, "a default value")
If Database = "" Then GoTo Cancelled
IntegratedSecurity = (vbYes = MsgBox("Integrated Security? (i.e. has your windows account been given access to connect to the database)", vbYesNo, MsgTitle))
If Not IntegratedSecurity Then
UserId = InputBox("User Id", MsgTitle)
If UserId = "" Then GoTo Cancelled
Password = InputBox("Password", MsgTitle)
If Password = "" Then GoTo Cancelled
End If
ApplicationName = "Excel Reporting"
ConnectionString = GetConnectionString(Server, Database, IntegratedSecurity, UserId, Password, ApplicationName)
UpdateAllQueryTableConnections ConnectionString
MsgBox "Spreadsheet Updated", vbOKOnly, MsgTitle
End If
Exit Sub
Cancelled:
MsgBox "Spreadsheet not updated", vbOKOnly, MsgTitle
End Sub
'''' Generates an ODBC connection string from the given details.
Function GetConnectionString(Server As String, Database As String, IntegratedSecurity As Boolean, _
UserId As String, Password As String, ApplicationName As String)
Dim result As String
If IntegratedSecurity Then
result = "ODBC;DRIVER=SQL Server;SERVER=" & Server & ";DATABASE=" & Database _
& ";Trusted_Connection=Yes;APP=" & ApplicationName & ";"
Else
result = "ODBC;DRIVER=SQL Server;SERVER=" & Server & ";DATABASE=" & Database _
& ";UID=" & UserId & ";PWD=" & Password & ";APP=" & ApplicationName & ";"
End If
RM_GetConnectionString = result
End Function
'''' Sets all external data connection strings to the given value (regardless of whether they're
'''' currently ODBC or OLEDB connections. Appears to change type successfully.
Sub UpdateAllQueryTableConnections(ConnectionString As String)
Dim w As Worksheet, qt As QueryTable
Dim cn As WorkbookConnection
Dim odbcCn As ODBCConnection, oledbCn As OLEDBConnection
For Each cn In ThisWorkbook.Connections
If cn.Type = xlConnectionTypeODBC Then
Set odbcCn = cn.ODBCConnection
odbcCn.SavePassword = True
odbcCn.Connection = ConnectionString
ElseIf cn.Type = xlConnectionTypeOLEDB Then
Set oledbCn = cn.OLEDBConnection
oledbCn.SavePassword = True
oledbCn.Connection = ConnectionString
End If
Next
End Sub
Connection string format is largely irrelevant as Excel will pass it to data providers.
Update one querytable manually, then do something like this:
dim w as worksheet, q as querytable
for each w in thisworkbook.worksheets
for each q in w.querytables
q.connection = SampleSheet.querytables("PreparedQueryTable").connection
next
next
Even we can refresh particular connection and in turn it will refresh all the pivots linked to it.
For this code I have created slicer from table present in Excel:
This code is for Slicer from DB:
Sub UpdateConnection()
Dim ServerName As String
Dim ConnectionString As String
Dim DatabaseNameCount As Integer
DatabaseNameCount = ActiveWorkbook.SlicerCaches("Slicer_Name").VisibleSlicerItems.Count
If DatabaseNameCount = 1 Then
ServerName = ActiveWorkbook.SlicerCaches("Slicer_Name").VisibleSlicerItems.Item(1).Name
ConnectionString = GetConnectionString(ServerName)
UpdateAllQueryTableConnections ConnectionString
Else
MsgBox "Please Select One Value", vbOKOnly, "Slicer Info"
End If
End Sub
This code is for Slicer created from Excel table present in same workbook:
Sub UpdateConnection()
Dim ServerName As String
Dim ServerNameRaw As String
Dim CubeName As String
Dim CubeNameRaw As String
Dim ConnectionString As String
ServerNameRaw = ActiveWorkbook.SlicerCaches("Slicer_ServerName").VisibleSlicerItemsList(1)
ServerName = Replace(Split(ServerNameRaw, "[")(3), "]", "")
CubeNameRaw = ActiveWorkbook.SlicerCaches("Slicer_CubeName").VisibleSlicerItemsList(1)
CubeName = Replace(Split(CubeNameRaw, "[")(3), "]", "")
If CubeName = "All" Or ServerName = "All" Then
MsgBox "Please Select One Cube and Server Name", vbOKOnly, "Slicer Info"
Else
ConnectionString = GetConnectionString(ServerName, CubeName)
UpdateAllQueryTableConnections ConnectionString, CubeName
End If
End Sub
Common code to create connection and update connection for desired Initial Catalog:
Function GetConnectionString(ServerName As String, CubeName As String)
Dim result As String
result = "OLEDB;Provider=MSOLAP.5;Integrated Security=SSPI;Persist Security Info=True;Initial Catalog=" & CubeName & ";Data Source=" & ServerName & ";MDX Compatibility=1;Safety Options=2;MDX Missing Member Mode=Error;Update Isolation Level=2"
'"OLEDB;Provider=SQLOLEDB.1;Integrated Security=SSPI;Persist Security Info=True;Initial Catalog=" & CubeName & ";Data Source=" & ServerName & ";Use Procedure for Prepare=1;Auto Translate=True;Packet Size=4096;Use Encryption for Data=False;Tag with column collation when possible=False"
GetConnectionString = result
End Function
Sub UpdateAllQueryTableConnections(ConnectionString As String, CubeName As String)
Dim cn As WorkbookConnection
Dim oledbCn As OLEDBConnection
Dim Count As Integer, i As Integer
Dim DBName As String
DBName = "Initial Catalog=" + CubeName
Count = 0
For Each cn In ThisWorkbook.Connections
If cn.Name = "ThisWorkbookDataModel" Then
Exit For
End If
oTmp = Split(cn.OLEDBConnection.Connection, ";")
For i = 0 To UBound(oTmp) - 1
If InStr(1, oTmp(i), DBName, vbTextCompare) = 1 Then
Set oledbCn = cn.OLEDBConnection
oledbCn.SavePassword = True
oledbCn.Connection = ConnectionString
Count = Count + 1
End If
Next
Next
If Count = 0 Then
MsgBox "Nothing to update", vbOKOnly, "Update Connection"
ElseIf Count > 0 Then
MsgBox "Connection Updated Successfully", vbOKOnly, "Update Connection"
End If
End Sub
