Migrating data from SQL Server to Excel(*.xls; *.xlsx)

This guide walks you through migrating data from SQL Server to MS Excel in a few simple steps using ESF Database Migration Toolkit. Simplify complex migration tasks and save valuable time with our streamlined approach.

Prerequisite:

Step by Step Wizard:

  1. Configure Microsoft SQL Server Data Source

    • In the "Choose a Data Source" dialog:
      • Select "Microsoft SQL Server"
    • Server connection details:
      • Enter host name (include instance if needed): e.g., localhost\sqlexpress
      • For TCP/IP connections:
        • Port number: 0 (default, uses named pipes)
        • Provide username (e.g., sa) and password
    • Authentication method:
      • Check Windows Authentication checkbox for integrated security
    • Database configuration:
      • Click Refresh Database to list databases
      • Select existing database or enter new database name
        • New databases are automatically created during migration
    • Schema configuration:
      • Click Refresh Schema to list schemas
      • Select existing schema or enter new schema name
        • New schemas are automatically created during migration
        • Default: dbo (if left empty)
    SQL Server connection dialog showing host field, authentication options, and refresh controls
    Fig. 1: Microsoft SQL Server data source configuration

  2. Microsoft Excel Destination Configuration

    • In the "Choose a Destination" dialog:
      • Select "Microsoft Excel(*.xls;*.xlsx)"
    • File selection:
      • Click the "..." button (Browse)
      • Select your target Excel file (.XLS or .XLSX format)
    "Choose a Destination" dialog showing Microsoft Excel option and file browser interface
    Fig. 2: Microsoft Excel destination configuration

  3. In "Select Source Table(s) & View(s)" Dialog

    • Select migration objects: Choose tables or views to include in the migration.
      Select Tables & Views
      Fig. 3: Select tables and views
    • Modify table structure: Click the ellipsis (...) button to access table options and schema adjustments.
      Transform
      Fig. 4: Do transform
    • Configure field mapping: In the Field Mapping options:
      • Customize destination fields (name, data type, default value, comments)
      • Select data transfer method:
        • Overwrite Table (replace existing data)
        • Empty Data (truncate before insert)
        • Append Data (add to existing data)
        • Skip Table (exclude from transfer)
      • Apply data filters before transfer

  4. Execution Dialog

    • Start migration: Click "Submit" to initiate automated data transfer from SQL Server to MS Excel.
      Execute
      Fig. 5: Execute migration
    • Monitor progress: Click "Browse Log" for real-time migration tracking, including issue resolution details.
    • Save configuration: Click "Save as job" to store settings for:
      • Quick reloads of migration jobs
      • Command-line execution (use: dmtc.exe --help for parameter options)

  5. Finished!

    After migration completes, the toolkit generates a comprehensive report for verifying migration accuracy. You can monitor progress as the automated process runs efficiently. For any questions or feedback, contact us – our team is ready to assist.

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