This article will provide a brief overview of accessing the CIM Data Warehouse from Excel.


  1. In your Excel workbook, navigate to the Data tab and select Get Data > From Database > From SQL Server Database
  2. In the connection fields, enter the following information:
    1. Server: cimdatawarehouse.database.windows.net
    2. Database: datawarehouse
  3. In the Navigator window, select the Table or View you would like to access. Alternately use the search bar to narrow down the list of available data sets and click 'Load'
  4. Once the data is loaded, you can filter and aggregate the data as needed. In this example, I have loaded all Model data into my spreadsheet.  Using the column filters, I have selected Aggressive Growth - Plus, and then selected April 2023 to only show the data I am concerned with:


There are innumerable ways in which the data from our data warehouse can be aggregated, calculated against, filtered, and transformed.  Using DAX and PowerQuery, you can manipulate this data as needed -- it will not change the underlying data in the source.