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Get the Report →Import JotForm Data into Microsoft Power Query
The CData Connect Server offers standards-based Web service endpoints that allow a variety of applications to access JotForm data. In this article, you will use the OData format to import JotForm data into Microsoft Power Query.
The Connect Server enables you to use Web services to connect to and query JotForm data. This article details how to import an OData feed of JotForm data into Microsoft Power Query.
Connect to JotForm from Power Query
To work with live JotForm data in Microsoft Power Query, we need to connect to JotForm from Connect Server, provide user access to the new virtual database, and create OData endpoints for the JotForm data.
Add a Connect Server User
Create a User to connect to JotForm from Microsoft Power Query through Connect Server.
- Click Users -> Add
- Configure a User
- Click Save Changes and make note of the Authtoken for the new user
Connect to JotForm from Connect Server
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open Connect Server and click Connections
- Select "JotForm" from Available Data Sources
- Enter the necessary authentication properties to connect to JotForm.
Start by setting the Profile connection property to the location of the JotForm Profile on disk (e.g. C:\profiles\JotForm.apip). Next, set the ProfileSettings connection property to the connection string for JotForm (see below).
JotForm API Profile Settings
You will need to find your JotForm API Key in order to authenticate. To obtain an API Key, go to 'My Account' > 'API Section' > 'Create a New API Key'. Once you've created your new API Key, you can set it in the ProfileSettings connection property.
Custom Enterprise API Domains
Enterprise customers of JotForm are given custom API domains to connect to, rather than the default 'api.jotform.com' domain. If you are an enterprise JotForm customer, then set Domain to you custom API hostname, such as 'your-domain.com' or 'subdomain.jotform.com', inside the ProfileSettings connection property. Conversely, if you do not have a custom domain and still need to connect to 'api.jotform.com', then leave Domain undefined and set only APIKey.
- Click Save Changes
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).
Add JotForm OData Endpoints in Connect Server
After connecting to JotForm, create OData Endpoints for the desired table(s).
- Click OData -> Tables -> Add Tables
- Select the JotForm database
- Select the table(s) you wish to work with and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Connect to JotForm Data from Power Query
Follow the steps below to import tables that can be refreshed on demand:
- Configure the Connect Server to use a version of the OData protocol that is recognized by Power Query. In the Connect Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.
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From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:
https://your-server:8032/api.rsc
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Next, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.
To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click "Edit Permissions..." Select the privacy level from the menu.
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You can now access JotForm data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.
Free Trial & More Information
If you are interested in connecting to your JotForm data (or data from any of our other supported data sources) from Power Query, sign up for a free trial of CData Connect Server today! For more information on Connect Server and to see what other data sources we support, refer to our CData Connect page.