⇄ Connections

Connecting Marquis IQ to Excel

Query your Marquis IQ data directly in Excel using a live Azure SQL connection. Follow the steps below. Setup takes about 3 minutes.

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Before you start - you need two things:

A Marquis IQ login (Microsoft account). If you don't have one, email support@marquisdata.com.
An Excel template file, available in Files → Excel Templates inside Marquis IQ.

Whitelist Your IP Address

Once per network / location

Marquis IQ's database only accepts connections from known IP addresses. Do this once each time you connect from a new location.

Go to app.marquisiq.com and click Sign In in the top-right corner. Use your company's network account when prompted.

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You must log in with your company's network account. Personal Microsoft accounts or accounts from another organization will not work.

Marquis IQ sign-in page showing Welcome screen and Sign In button — Sign in at app.marquisiq.com using your company's network account.

Open the User Menu

Click the initials avatar in the top-right corner (e.g., PD). The User Menu shows your name, email, and current IP address.

Click "Allow Database Access"

Click the blue Allow Database Access link next to your IP address. A confirmation banner appears. Your IP is now whitelisted.

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Your whitelist entry is tied to your current network. Any time you connect from a different IP (office, home, VPN, hotel Wi-Fi) you'll need to repeat steps 1–3.

User Menu showing email, IP address and Allow Database Access link — Click Allow Database Access next to your IP address.

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Getting an Excel refresh error that mentions your IP address? Go straight to Phase 1. Your IP just needs to be re-whitelisted.

Open the Excel File from Marquis IQ

Files → Excel Templates

Navigate to Files → Excel Templates

In Marquis IQ, click the FILES tab in the App Bar. Open the Excel Templates folder and click the file you want to download. The folder may appear in either List or Grid mode depending on your settings.

Files area in List mode showing Excel template files in a row layout — List mode — files shown as rows.

Files area in Grid mode showing Excel template files as cards — Grid mode — files shown as cards.

Click "Enable Editing" in Excel

Excel opens the file in Protected View. Click Enable Editing in the yellow bar at the top to allow the data connection to work.

Excel file open in Protected View with yellow Enable Editing bar — Click Enable Editing in the yellow bar to proceed.

Refresh the Data Connection

Data tab → Refresh All → sign in with Microsoft

Data tab → Refresh All

In Excel, click the Data tab in the ribbon, then click Refresh All.

Excel Data ribbon with Refresh All button — Data tab → Refresh All. Use the dropdown to refresh only the current query if needed.

Click "Run" on the Native Database Query dialog

A Native Database Query dialog appears. This is expected. The template runs a pre-built Marquis IQ stored procedure. Click Run.

Native Database Query dialog with Run and Cancel buttons — Click Run to approve the native query.

Select "Microsoft account" and click Sign in

In the SQL Server database dialog, click Microsoft account in the left panel, then click Sign in. Select your Marquis IQ work email from the account picker.

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Easy to miss: The dialog opens on the wrong tab by default. You must click Microsoft account on the left side of the dialog before clicking Sign in. Do not use the Windows or Database options.

SQL Server database dialog showing Microsoft account tab with Sign in button — Select Microsoft account on the left, then click Sign in.

Click "Connect"

After signing in, the dialog shows "You are currently signed in." Click Connect. Excel loads your live Marquis IQ data.

SQL Server database dialog showing You are currently signed in with Connect button — Click Connect to load your data. The spreadsheet populates with live results.

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Once connected, Excel remembers your credentials. Next time, just open the file and click Refresh All. No sign-in needed until your IP changes.

Troubleshooting

Clearing Your Data Source Settings

If you have persistent connection issues (wrong account cached, credential mismatch), clearing stored data source settings usually resolves it.

Data → Get Data → Data Source Settings…

In Excel, click the Data tab. Click Get Data on the far left. At the bottom of the menu, select Data Source Settings…

Excel Get Data dropdown menu with Data Source Settings at the bottom — Get Data → Data Source Settings is near the bottom of the menu.

Select the Marquis IQ entry and click "Clear Permissions"

Under Global permissions, select any entry ending in iq.database.windows.net. Click Clear Permissions. Repeat for any other Marquis entries listed.

Data source settings dialog with Marquis server entry selected and Clear Permissions button — Select the Marquis server entry, then click Clear Permissions.

Close and reconnect from Phase 3

Click Close, then return to Data → Refresh All and follow Phase 3 to reconnect from scratch.

Common Errors

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IP Not Allowed: "Client with IP address 'x.x.x.x' is not allowed to access the server"

Cause: Your current IP 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.

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Wrong Account: "We couldn't authenticate with the credentials provided"

Cause: A Microsoft account cached in Excel doesn't match the authorized Marquis IQ account, or credentials have expired.

Fix: Clear your data source settings, then go through Phase 3 again and select the correct account.

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You must log in with your company's network account. Personal Microsoft accounts or accounts from another organization will not work.

SQL Server dialog showing We couldn't authenticate with the credentials provided error — Clear data source settings and sign in again with the correct account.

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Tenant Error: "Selected user account does not exist in tenant 'Marquis Data'"

Cause: The Microsoft account selected hasn't been granted access to the Marquis Data Azure tenant. Common when multiple accounts are signed in at once.

Fix: In the account picker, select your company's network account. If none of the listed accounts work, contact support@marquisdata.com to have your access provisioned.

Microsoft Pick an account dialog showing tenant error — Select your Marquis IQ work account from the list.

Need Help?

The Marquis team is ready to help with connection issues, account access, and Excel template questions.

Call

(888) 844-DATA

support@marquisdata.com

Website