Use the API Server and CSV ADO.NET Provider to Access CSV Data in Microsoft PowerPivot

This article will explain how to use the API Server and the ADO.NET Provider for CSV (or any of 200+ other ADO.NET Providers) to provide CSV data as OData services and then consume the data in Microsoft Excel's PowerPivot business intelligence tool. Follow the steps below to retrieve CSV data in Power Pivot.

Set Up the API Server

Follow the steps below to begin producing secure CSV OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to CSV

After you deploy the API Server and the ADO.NET Provider for CSV, provide authentication values and other connection properties needed to connect to CSV by clicking Settings -> Connections and adding a new connection in the API Server administration console.

The DataSource property must be set to a valid local folder name.

Also, specify the IncludeFiles property to work with text files having extensions that differ from .csv, .tab, or .txt. Specify multiple file extensions in a comma-separated list. You can also set Extended Properties compatible with the Microsoft Jet OLE DB 4.0 driver. Alternatively, you can provide the format of text files in a Schema.ini file.

Set UseRowNumbers to true if you are deleting or updating in CSV. This will create a new column with the name RowNumber which will be used as key for that table.

You can then choose the CSV entities you want to allow the API Server access to by clicking Settings -> Resources.

Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Excel.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Import CSV Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

1. In Excel, click the PowerPivot Window icon in the PowerPivot tab to open PowerPivot.
2. Click Home -> Get External Data -> From Data Service -> From OData Data Feed.

3. Add authentication parameters. Click Advanced and set the Integrated Security option to Basic. You will need to enter the User Id and Password of a user who has access to the CData API Server. Set the password to the user's authtoken.

4. In the Base URL box, enter the OData URL of the CData API Server. For example, http://localhost:8032/api.rsc.

5. Select which tables you want to import and click Finish.

You can now work with CSV data in Power Pivot.