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Get the Report →Analyze Confluence Data with Power Pivot
This article walks you through the process of using the CData ODBC Driver for Confluence from Power Pivot. You will use the Table Import Wizard to load Confluence data. You can visually build the import query or use any SQL supported by the driver.
The ODBC protocol is used by a wide variety of Business Intelligence (BI) and reporting tools to get access to different databases. The CData ODBC Driver for Confluence brings the same power and ease of use to Confluence data. This article uses the driver to import Confluence data into Power Pivot.
Connect to Confluence as an ODBC Data Source
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Obtaining an API Token
An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.
Connect Using a Confluence Cloud Account
To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):
- User: The user which will be used to authenticate with the Confluence server.
- APIToken: The API Token associated with the currently authenticated user.
- Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
Connect Using a Confluence Server Instance
To connect to a Server instance, provide the following:
- User: The user which will be used to authenticate with the Confluence instance.
- Password: The password which will be used to authenticate with the Confluence server.
- Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
Connect from Power Pivot
Follow the steps below to connect to the DSN in Power Pivot.
- In Excel, click the Power Pivot Window icon on the Power Pivot tab to open Power Pivot.
- Launch the Table Import Wizard: Click the Get External Data from Other Data Sources button.
- Select the OLEDB/ODBC source option.
- Click Build to open the Data Link Properties dialog.
- In the Provider tab, select the Microsoft OLEDB Provider for ODBC Drivers option.
- In the Connection tab, select the Use Data Source Name option and then select the Confluence DSN in the menu.
Select and Filter Tables and Views
Follow the steps below to use the wizard to import Confluence tables. As you use the wizard to select, filter, and sort columns of Confluence tables, Power Pivot generates the query to be executed.
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After selecting the DSN in the Table Import Wizard, select the option to select from a list of tables.
Click Preview & Filter to select specific columns, sort data, and visually build filters. To include or exclude columns, select and clear the option next to the column name.
To filter based on column values, click the down arrow button next to the column name. In the resulting dialog, select or clear the column values you want to filter. Alternatively, click Number Filters or Text Filters and then select a comparison operator. In the resulting dialog, build the filter criteria.
- Return to the Select Tables and Views page of the wizard. You can access filters by clicking the Applied Filters link in the Filter Details column.
Import and Filter with SQL
You can also import with an SQL query. The driver supports the standard SQL, allowing Excel to communicate with Confluence APIs.
- After selecting the DSN in the Table Import Wizard, select the option to write a query.
In the SQL Statement box, enter the query. Click Validate to check that the syntax of the query is valid. Click Design to preview the results and adjust the query before import.
- Finish the wizard to import the data for your chosen query.
Refresh On Demand
Connectivity to Confluence APIs enables real-time analysis. To immediately update your workbook with any changes, click Refresh.