How To Export Data From SQL Server Management Studio (SSMS) To Excel?

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This article provides step-by-step instructions to export data from a table within SQL Server Management Studio (SSMS) to an Excel file, facilitating easy sharing with the Support team.

Exporting data from SSMS to Excel can be helpful for analysis, issue resolution, or sharing with the UiPath Product Support team. Following the process outlined in this article enables efficient data export from a table within SSMS to an Excel file.

Process: To export data from a table within SSMS to an Excel file, follow these steps:

  1. Open SQL Server Management Studio (SSMS) and connect to the desired SQL Server instance
  2. In the Object Explorer, locate the database containing the table to export data from
  3. Right-click on the database with the target table and select "Tasks" > "Export Data...".
  4. In the "Welcome" dialog box, click "Next"
  5. In the "Data Source" dialog box, choose "SQL Server Native Client" as the "Data source". Enter the server name and authentication details, then select the database containing the desired table, and click "Next"
  6. In the "Destination" dialog box, select "Microsoft Excel" as the destination. Provide the path and file name for the output Excel file, ensuring it's easily locatable for sharing with Customer Support. Click "Next"
  7. In the "Specify Table Copy or Query" dialog box, opt for "Copy data from one or more tables or views." Identify and select the table to export from the list, and click "Next"
  8. In the "Configure Flat File Destination" dialog box, choose "Excel 2007" or "Excel 2010" as the format, then click "Next"
  9. In the "Save and Run Package" dialog box, review the settings to confirm they match the desired configuration. Click "Finish" to initiate the export process
  10. Once the export process is complete, go to the output file location specified in Step 6 to access the exported data.

Conclusion:

Following this process, data should be successfully exported from a table within SQL Server Management Studio (SSMS) to an Excel file, making it easily accessible or shareable with the Support team for further analysis and issue resolution.

Ensure to handle the exported data securely, considering its potentially sensitive nature.