Connecting Marquis IQ to Excel
Query your Marquis IQ data directly in Excel using a live Azure SQL connection. Setup takes about 3 minutes.
- A Marquis IQ login (Microsoft account). If you don't have one, email support@marquisdata.com.
- An Excel template file from your organization — available in Files → Excel Templates inside Marquis IQ.
Marquis IQ's Azure SQL database only accepts connections from known IP addresses. You must whitelist your current IP each time you connect from a new location (office, home, hotel Wi-Fi, etc.).
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1Sign in to Marquis IQ
Go to app.marquisiq.com and click the Sign In button in the top-right corner. Log in with your Microsoft account — use your Marquis Data work account, not a personal or other company account.
Sign in at app.marquisiq.com — use your Microsoft work account associated with Marquis IQ. -
2Open the User Menu
After signing in, click the initials avatar in the top-right corner (e.g.,
CF) to open the User Menu. It shows your name, email, and current IP address. -
3Click "Allow Database Access"
Click the blue Allow Database Access link next to your IP address. A confirmation banner will appear. Your IP is now whitelisted on the Azure SQL firewall.
The User Menu shows your current IP address. Click Allow Database Access to whitelist it. -
4Remember: repeat this for every new location
Your IP whitelist entry is tied to your current network. Any time you connect from a new IP address (different office, home network, VPN, etc.) you will need to repeat steps 1–3 before Excel can refresh.
Your organization's pre-configured Excel template files live in the Files area of Marquis IQ. These files already contain the data connection — you don't need to set one up manually.
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5Navigate to Files → Excel Templates
In Marquis IQ, click the FILES tab in the App Bar. In the Folder Browser, open the Excel Templates folder. Click the file you want to work with to download it.
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6Open the file and click "Enable Editing"
When Excel opens the downloaded file, it will show a Protected View warning bar at the top. Click Enable Editing to allow the data connection to work. The file contains customer and operational data — it is safe to enable.
Excel opens the file in Protected View. Click Enable Editing in the yellow bar to proceed.
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7Click the Data tab → Refresh All
In Excel, select the Data tab in the ribbon. Click the Refresh All button (or the dropdown arrow beneath it and choose Refresh All).
Data tab → Refresh All. Use the dropdown arrow if you want to refresh only the current query. -
8Approve the Native Database Query
A Native Database Query dialog will appear asking you to approve the stored procedure query. This is expected — the template runs a pre-built Marquis IQ stored procedure to load your data. Click Run to continue.
Click Run to approve the native query. The stored procedure shown (e.g., EXEC mymarquis.Customers_v101025) is the Marquis IQ data loader. -
9Sign in with your Microsoft account
A SQL Server database dialog will appear. Click Microsoft account in the left panel, then click Sign in. The Microsoft account picker will open — select your Marquis IQ account (your work email). If you see an error about the selected account not being in the tenant, pick the correct account from the list.
Select Microsoft account on the left, then click Sign in. Use your Marquis IQ work email. -
10Confirm sign-in and click Connect
After authenticating, the dialog will update to show "You are currently signed in." Click the Connect button. Excel will load your live Marquis IQ data into the spreadsheet.
Once signed in, click Connect to load your data. The spreadsheet will populate with live results.
Troubleshooting
Clearing Your Data Source Settings
If you're having persistent connection issues (wrong account cached, credential mismatch), clearing the stored data source settings often resolves it.
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1Data tab → Get Data → Data Source Settings
In Excel, click the Data tab. Click the Get Data dropdown button on the far left of the ribbon. At the bottom of the menu, select Data Source Settings…
Get Data → Data Source Settings is near the bottom of the Get Data menu. -
2Select the Marquis IQ entry and click "Clear Permissions"
In the Data Source Settings dialog, select Global permissions. Select the
marquis-dev.database.windows.netentry (or the one with;Demoappended). Click Clear Permissions. Repeat for both entries if both are listed.
Select the Marquis server entry under Global permissions, then click Clear Permissions. -
3Close and reconnect
Click Close to dismiss the dialog. Return to the Data tab and click Refresh All to reconnect from scratch using the steps in Phase 3.
Error Reference
Message: "Client with IP address 'x.x.x.x' is not allowed to access the server."
Cause: Your current IP address has not been whitelisted on the Marquis IQ Azure SQL firewall.
Fix: Follow Phase 1 — Whitelist Your IP Address. Changes take up to 5 minutes to propagate.
Cause: A Microsoft account is cached in Excel that doesn't match the account authorized for this Marquis IQ database, or the cached credentials have expired.
Fix: Clear your data source settings to remove the cached account, then go through Phase 3 again and select the correct Microsoft account.
Cause: The Microsoft account you selected has not been granted access to the Marquis Data Azure tenant. This appears at the Microsoft account picker when signing in. It's common when someone has multiple accounts signed in (e.g., a personal account and a work account).
Fix: In the account picker, select your correct Marquis IQ account — typically the email ending in @marquisdata.com or your organization's domain. If none of your accounts work, contact support@marquisdata.com to have your account provisioned.
Need Help?
The Marquis team is ready to help with connection issues, account access, and Excel template questions.