MaterializeInc · kay-kim · Jan 16, 2026
@@ -31,6 +31,16 @@ available:
 - [SQL clients](/integrations/sql-clients/)
 - [Client Libraries](/integrations/client-libraries/)
 
+See also the following integration guides for BI tools:
+
+- [Deepnote](/serve-results/bi-tools/deepnote/)
+- [Excel](/serve-results/bi-tools/excel/)
+- [Hex](/serve-results/bi-tools/hex/)
+- [Metabase](/serve-results/bi-tools/metabase/)
+- [Power BI](/serve-results/bi-tools/power-bi/)
+- [Tableau](/serve-results/bi-tools/tableau/)
+- [Looker](/serve-results/bi-tools/looker/)
+
 ## HTTP and WebSocket
 
 - [Connect to Materialize via HTTP](/integrations/http-api/)

@@ -223,3 +223,15 @@ psql --version
 Download and install the [PostgreSQL installer](https://www.postgresql.org/download/windows/) certified by EDB.
 {{< /tab >}}
 {{< /tabs >}}
+
+## See also
+
+See also the following integration guides for BI tools:
+
+- [Deepnote](/serve-results/bi-tools/deepnote/)
+- [Excel](/serve-results/bi-tools/excel/)
+- [Hex](/serve-results/bi-tools/hex/)
+- [Metabase](/serve-results/bi-tools/metabase/)
+- [Power BI](/serve-results/bi-tools/power-bi/)
+- [Tableau](/serve-results/bi-tools/tableau/)
+- [Looker](/serve-results/bi-tools/looker/)
@@ -29,6 +29,7 @@ To serve results, you can:
 {{</ linkbox >}}
 {{< linkbox title="External BI tools" >}}
 - [Deepnote](/serve-results/bi-tools/deepnote/)
+- [Excel](/serve-results/bi-tools/excel/)
 - [Hex](/serve-results/bi-tools/hex/)
 - [Metabase](/serve-results/bi-tools/metabase/)
 - [Power BI](/serve-results/bi-tools/power-bi/)

@@ -0,0 +1,260 @@
+---
+title: "Excel"
+description: "Serve data from Materialize into Excel using ODBC"
+menu:
+  main:
+    parent: "bi-tools"
+    identifier: "excel"
+    weight: 29
+---
+
+Because Materialize is PostgreSQL wire-compatible, you can use a standard
+PostgreSQL ODBC driver to serve data from Materialize into Excel spreadsheets.
+
+{{< note >}}
+The following procedure has only been tested on Windows machines using
+Materialize Cloud.
+{{< /note >}}
+
+## Prerequisites
+
+- A Windows machine with Excel.
+- Access to your Materialize instance.
+- Your Materialize Cloud connection details. For Materialize Cloud, you can find
+  the connection details from the Materialize Console under `App Passwords ->
+  Connect -> External Tools`.
+
+## Setup guide
+
+### Step 1: Install the Postgres ODBC driver
+
+Install the latest version of the Postgres ODBC driver on your Windows machine from the [PostgreSQL ODBC driver download page](https://odbc.postgresql.org/).
+
+### Step 2: Configure ODBC data source
+
+You can set up your ODBC data source via the Windows Control Panel or via a
+`.reg` file.
+
+
+{{< tabs >}}
+{{< tab "Windows Control Panel" >}}
+1. From the Windows control panel, find the `Set up ODBC data sources (64-bit)`
+   option (assuming you are using 64-bit version of Excel).
+
+1. If you have successfully installed pgODBC, you should see an option in
+   `Create A New Data Source` called `PostgreSQL Unicode(x64)`. Select
+   `PostgreSQL Unicode(x64)`.
+
+1. Specify the [connection details for Materialize](/console/connect/). You can
+   find the details from the Materialize console under `App Passwords -> Connect
+   -> External Tools`. For `Password`, use your App Password (which is shown
+   only once during the [service account
+   creation](/console/create-new/#create-new-app-password-cloud-only)).
+
+   ![Image of the Materialize Data Source configuration
+setup](/images/excel/excel-setup-config.png "Set up Materialize Data Source
+configuration.")
+
+1. If you are using a cluster besides `default` for your view, click on
+   `Datasource` to get to the **Advanced Options**. Go to `Page 2` and add `set
+   cluster = <clustername>;` in the **Connect Settings** field. Click `OK`.
+
+   ![Image of the Advanced Options](/images/excel/excel-advanced-options.png "In
+Advanced Options, specify the cluster in the **Connect Settings** field.")
+
+{{< /tab >}}
+{{< tab ".reg File" >}}
+
+If you are deploying to multiple machines and do not want to use the GUI to
+create the ODBC settings, you could instead create a `.reg` file to deploy the
+registry settings. For example, you can save the following sample content as a
+`.reg` file in Windows, updating the:
+- `Driver` (path to your psqlODBC installation),
+- `Database`,
+- `Servername`,
+- `Username`,
+- `UID`,
+- `Password`, and
+- `ConnSettings`.
+
+{{< note >}}
+
+- Passwords stored in `.reg` files are saved in plain text. Restrict access to
+the file.
+
+- This example creates a User DSN. To create a System DSN, use
+HKEY_LOCAL_MACHINE instead.
+
+{{< /note >}}
+
+```reg {hl_lines="4 19-25"}
+Windows Registry Editor Version 5.00
+
+[HKEY_CURRENT_USER\Software\ODBC\ODBC.INI\mz]
+"Driver"="C:\\Program Files\\psqlODBC\\1700\\bin\\psqlodbcw.dll"
+"CommLog"="2"
+"Debug"="2"
+"Fetch"="100"
+"UniqueIndex"="0"
+"UseDeclareFetch"="0"
+"UnknownSizes"="0"
+"TextAsLongVarchar"="0"
+"UnknownsAsLongVarchar"="0"
+"BoolsAsChar"="1"
+"Parse"="0"
+"MaxVarcharSize"="255"
+"MaxLongVarcharSize"="8190"
+"ExtraSysTablePrefixes"=""
+"Description"=""
+"Database"="materialize"
+"Servername"="your.materialize.server.name"
+"Port"="6875"
+"Username"="user@materialize.com"
+"UID"="user@materialize.com"
+"Password"="my_app_password"
+"ConnSettings"="set cluster = default;"
+"ReadOnly"="0"
+"ShowOidColumn"="0"
+"FakeOidIndex"="0"
+"RowVersioning"="0"
+"ShowSystemTables"="0"
+"Protocol"=""
+"pqopt"=""
+"UpdatableCursors"="1"
+"LFConversion"="1"
+"TrueIsMinus1"="0"
+"BI"="0"
+"AB"="0"
+"ByteaAsLongVarBinary"="1"
+"UseServerSidePrepare"="0"
+"LowerCaseIdentifier"="0"
+"GssAuthUseGSS"="0"
+"SSLmode"="require"
+"KeepaliveTime"="-1"
+"KeepaliveInterval"="-1"
+"XaOpt"="1"
+"D6"="-101"
+"OptionalErrors"="0"
+"BatchSize"="100"
+"IgnoreTimeout"="0"
+"FetchRefcursors"="0"
+```
+{{< /tab >}}
+{{< /tabs >}}
+
+### Step 3: Connect to Materialize from Excel
+
+1. Open Excel. From the **Data** toolbar, click on `Get Data -> From Other
+   Sources -> From ODBC`.
+
+1. Select the Data source name created for Materialize and click `OK`:
+
+   ![Image of Materialize ODBC Connection
+   selection](/images/excel/excel-select-mz-source.png "Select the Materialize source
+   created earlier.")
+
+1. Select the `Default or Custom` tab, then click `Connect`. The **Navigator**
+   pane will open.
+
+1. Use the **Navigator** to select the view whose data you want to load into
+   Excel. Click `Load`.
+
+   ![Image of the Excel Navigator](/images/excel/excel-navigate-to-view.png
+   "In the Navigator, select the view")
+
+   You should see the data in your Excel spreadsheet.
+
+1. Optional. You can manually click on `Data -> Refresh All` to refresh the
+   data.
+
+### Step 4: Configure automatic refresh
+
+To refresh as frequently as once per minute, you can update the refresh
+configuration:
+
+1. Open **Query Properties** panel.  Go to `Data -> Queries & Connections`.
+   Right click on a specific query and select `Properties`.
+
+   ![Image of opening Query
+    Properties](/images/excel/excel-open-query-properties.png "From the Data
+    menubar, click Queries & Connections. Right click on your query and select
+    Properties").
+
+1. Check `Refresh every _ minutes` and set the frequency and click `OK`.
+
+   ![Image of Query Properties - updated refresh
+    rate](/images/excel/excel-query-properties-refresh.png "In Query Properties
+    panel, update the Refresh every minutes field.").
+
+To refresh more frequently than once per minute requires a custom VBA script.
+See [Custom refresh rate](#custom-refresh-rate) below.
+
+#### Custom refresh rate
+
+For most scenarios, refreshing every minute is sufficient. However, if you need
+to refresh more frequently for your use case, you can use a custom VBA script:
+
+{{< note >}}
+
+When configuring your refresh interval, note that Excel will throw an error
+if a refresh does not complete before the next one begins. Depending on your
+machine, this is typically between 5 and 15 seconds.
+
+{{< /note >}}
+
+1. Press `Alt-F11` to open the VBA editor. On the left side, navigate to the
+   VBAProject for your open spreadsheet.
+
+1. Right click on `Microsoft Excel Objects` and select `Insert -> Module`.
+
+   ![Image of VBA editor: Navigate to Insert ->
+   Module](/images/excel/excel-vba-module.png "VBA editor: Navigate to Insert
+   -> Module").
+
+1. In the module editor, copy and paste the following code. Edit
+   the `RefreshPeriod` and `Application.OnTime` values for different refresh
+   rates as required.
+
+   {{< note >}}
+
+   When configuring your refresh interval, note that Excel will throw an error
+   if a refresh does not complete before the next one begins. Depending on your
+   machine, this is typically between 5 and 15 seconds.
+
+   {{< /note >}}
+
+    ```text {hl_lines="7 13"}
+    Sub AutoRefresh()
+    ' Set the data connection to refresh every 15 seconds
+    Dim conn As WorkbookConnection
+    For Each conn In ThisWorkbook.Connections
+        With conn.OLEDBConnection
+            .BackgroundQuery = True
+            .RefreshPeriod = 0.25   ' The property takes minutes as input. 0.25 minutes is equivalent to 15 seconds.
+            .Refresh
+        End With
+    Next conn
+
+    ' Set the macro to run itself again in 15 seconds
+    Application.OnTime Now + TimeValue("00:00:15"), "AutoRefresh"
+    End Sub
+    ```
+
+1. Press `Alt-Q` to close the VBA editor and return to Excel.
+
+1. From Excel, you can use `Alt-F8` to open up the Macro window and run the
+   `AutoRefresh` macro.
+
+   ![Image of Macro window -> Run
+   AutoRefresh](/images/excel/excel-macro-autorefresh.png "Macro window: run
+   AutoRefresh.").
+
+
+   Excel should now start updating your Materialize data at the refresh rate set
+   in the macro.
+
+## Best practices
+
+- **Index your views**: Since Materialize efficiently serves queries from
+  indexed views/indexed materialized views, ensure your views are properly
+  indexed to support frequent refreshes without impacting performance.