Database Wizard for Excel (Microsoft OneDrive)

This section describes how to connect Excel (Microsoft OneDrive) spreadsheets stored in Microsoft OneDrive using the Desktop Designer Step-by-Step Database Wizard.

1. In the Data menu, click All Databases to open Step-by-Step Database Wizard, then click Next.

   

2. Database Type Selection window opens. Select Excel (Microsoft OneDrive), then click Next.

   

3. Connection Settings window opens. Click Sign in with Microsoft.

   

4. Your web browser opens with Microsoft account options.

   

   Pick your account that will connect to your Microsoft OneDrive.

   Note

   Some companies have restricted access to corporate OneDrive accounts. In this case, you'll have to get the administrator's permission to connect to Excel with your account. The following window opens:

   

   If the security risk is too high, you can use or create a personal Microsoft account and use OneDrive from that account.

5. Allow Loftware Desktop Designer to access your OneDrive data.

   

6. Confirmation messages about successful connections appear in your browser and Desktop Designer. Close the confirmation window in Desktop Designer.

7. In the Connection Settings window select your Excel spreadsheet, then click Next.

   

   Important

   If you share your label or solution with other clients, enable sharing of your Excel spreadsheet in OneDrive so other clients can log in with their credentials.

   There are two types of Microsoft accounts: personal accounts and work/school accounts. You can share only Spreadsheets from the same type of account. You can share spreadsheets from one personal account to another. You can share spreadsheets from one work/school account to another, but only within the same organization (or joined organizations). You can't share a spreadsheet between personal and school/work accounts or between work/school accounts from different organizations.

   Loftware will prompt other clients for Microsoft login when opening labels/solutions.

   In the current Desktop Designer:

   • You can create a new label or solution only with your own Excel (Microsoft OneDrive) files.

   • You can't create a new label or solution connected to shared Excel (Microsoft OneDrive) files.

   • You can open and print existing labels or solutions connected to shared Excel (Microsoft OneDrive) files.

   Note

   Microsoft doesn't support .xls files in Excel OneDrive edition.

   Test Connection button starts a connection testing procedure. It shows if a connection with the selected Google spreadsheet has been established successfully. A confirmation or error message appears depending on the connection status.

8. Your spreadsheet fields are now connected to your solution. You can remove the fields you don't need. Then click Finish.

   

9. Finish your database wizard with the remaining wizard steps:

   • Label Copies per Record

   • Create Objects

   • Date Preview and Other Table Settings

Your Excel sheet is now connected to your label/solution.