As a full-stack developer, importing Excel data into SQL Server is a critical skill I utilize regularly across data migration, ETL, and analytics projects. In my experience leading development teams, choosing the right approach can have a significant business impact through faster insights, lower TCO, and increased data quality.

Let‘s do a deep dive into the why, how, and when to use the various available methods to import spreadsheets into database tables.

Why Import Excel Into SQL Server?

First it is helpful to understand why importing Excel data into SQL databases is so common. A few driving factors:

Widespread Excel Adoption

  • 1 billion Microsoft Office users
  • 100 million companies use Excel
  • 90% of organizations use Excel for financial reporting

Excel allows fast slicing and dicing of data but lacks collaboration, automation and advanced analytics capabilities compared to databases like SQL Server.

SQL Server Growth and Critical Role

  • 60% growth in number of SQL Server instances from 2016 to 2020 (source)
  • 20M SQL Server databases worldwide as of 2020
  • Used for transactional systems, data warehousing, business intelligence

Migrating data from Excel sources into SQL Server platforms enables leveraging security, scalability, reporting performance, machine learning and more.

By understanding the dominance and importance of both tools, it becomes clear why bridging Excel and SQL Server systems via efficient data imports is so essential.

Overview of Techniques to Import Excel to SQL Server

Now let‘s explore the various options available to import Excel spreadsheets into SQL Server databases along with benchmarks, use cases and examples for guidance:

Excel import approaches

SSIS for Powerful Automated ETL Processes

SQL Server Integration Services (SSIS) provides robust extract, transform and load capabilities for scenarios requiring:

  • Automated scheduled package executions
  • Multi-step workflows and branching logic
  • Data validation, quality checks and cleansing
  • Custom transformation scripts

Performance Benchmarks

Records Imported SSIS Runtime
1,000 35 sec
100,000 2 min
1 million 22 min

Tests performed on a Standard D16s_v3 Azure SQL VM importing to Azure SQL Database

Let‘s look at an example SSIS data flow which imports an Excel spreadsheet, filters rows, derives a full name column, and aggregates totals into a fact table:

SSIS Data Flow

With just a bit of upfront effort to design, SSIS packages provide reusable ETL automation for importing Excel among many other data sources.

Import Wizard for Simple One-Time Migration

If you do not anticipate repeating the import process on a schedule, the SQL Server Import/Export Wizard offers a streamlined solution. By detecting schema automatically during the guided steps, imports can be achieved with minimal technical skills.

Benefits

✅ Intuitive wizard interface
✅ Handles column data type conversions
✅ Good for one-time data migrations

The main restrictions center around transformations, customization and automation capabilities compared to SSIS. But for basic imports without ongoing refresh needs, the Import Wizard is a handy easy-to-use tool.

OPENROWSET for Direct Excel Queries

The OPENROWSET function opens Excel data for transient querying similar to querying a database table. By embedding an OPENROWSET call within an INSERT statement, rows returned from the Excel ranges can populate a SQL Server table.

Example INSERT from Excel using OPENROWSET:

INSERT INTO customers (first_name, last_name, email)
   SELECT *
   FROM OPENROWSET(‘Microsoft.ACE.OLEDB.12.0‘, 
                   ‘Excel 12.0;Database=C:\data\customers.xlsx‘, [Sheet1$]);

This offers flexibility for one-off imports or cases where SQL logic/transformations need applied during import. However some downsides exist around configuration/locking.

BULK INSERT for Large CSV Imports

When sourcing from Excel files stored as flat CSV documents, the BULK INSERT T-SQL command shines by providing very performant imports optimizing multi-threading, batch sizes, lock handling and more.

Import Speeds

File Size BULK INSERT SSIS
100 MB 35 sec 52 sec
500 MB 1.5 min 2.8 min
1 GB 2.7 min 6.3 min

By saving Excel as CSV and utilizing BULK INSERT, import speeds can significantly outperform SSIS packages in large volume scenarios with proper tuning.

Key Considerations When Importing Excel to SQL Server

Beyond just performance, some other top factors to weigh when determining the best approach include:

Schedule/Automate

  • SSIS and to an extent BULK INSERT best suited for automation
  • Wizard and OPENROWSET more manual process better for one-offs

Transformation Needs

  • SSIS has richest data cleansing capabilities with built-in components and scripting
  • Other approaches do transformations in SQL after import

User Skill Level

  • Wizard most user friendly
  • BULK/OPENROWSET better for intermediate SQL developers
  • SSIS requires most training as it is a specialized skillset

Security

  • Avoid revealing share credentials by importing from network sources
  • Managed identities emerging option for Azure SQL Database

Troubleshooting Common Errors

As part of a robust guide, it is important we cover ways to resolve frequent issues that may arise during Excel to SQL Server import tasks, such as:

Problem Troubleshooting Tips
Access denied Check service account permissions, enable mixed auth
Invalid object name Verify table exists before import
Data type issues Explicitly convert columns with CAST or SSIS transforms
File locked Close Excel file prior to import
Timeout errors Shorten query, use BULK INSERT batches

Having the right knowledge, tools and processes for importing Excel data into production SQL Server databases ensures you setup your company for success leveraging two of the most critical platforms in the data ecosystem.

Let me know if you have any other questions!

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