How to connect to Adobe Commerce Data from MS Excel on Mac OS X

Microsoft Excel features calculations, graphing tools, pivot tables, and a macro programming language that allows users to work with data in many of the ways that suit their needs, whether on a Windows machine or a Macintosh machine. This article walks through creating a DSN for Adobe Commerce data in iODBC and accessing Adobe Commerce data in Microsoft Excel, all on a machine running Mac OS X.

Installing the CData ODBC Drivers on Mac OS X

The CData ODBC Driver for Adobe Commerce is preconfigured for the iODBC driver manager, as are many other products like Microsoft Excel. This makes the driver easy to use with these tools.

Licensing the Driver

In a terminal run the following commands to license the driver. To activate a trial license, omit the key input.

cd "/Applications/CData ODBC Driver for Adobe Commerce/bin"
sudo ./install-license <key>

Defining a DSN for iODBC with odbc.ini

You can define ODBC data sources in sections in the odbc.ini file. User data sources can only be accessed by the user account whose home folder the odbc.ini is located in. System data sources can be accessed by all users. You can find the correct odbc.ini in the following paths:

Modifying iODBC's system-wide settings requires elevated permissions; to do so, you can use following to open a text editor from the terminal:

sudo nano /Library/ODBC/odbc.ini

Adobe Commerce uses the OAuth 1 authentication standard. To connect to the Adobe Commerce REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Adobe Commerce system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

You will also need to provide the URL to your Adobe Commerce system. The URL depends on whether you are using the Adobe Commerce REST API as a customer or administrator.

• Customer: To use Adobe Commerce as a customer, make sure you have created a customer account in the Adobe Commerce homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Adobe Commerce system.

• Administrator: To access Adobe Commerce as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

  If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

In addition to the connection properties required to connect to Adobe Commerce, the Driver property specifies either a driver definition in the odbcinst.ini file or the path to the driver library. Place your connection properties at the beginning of odbc.ini:

[CData Adobe Commerce Sources]
Driver = CData ODBC Driver for Adobe Commerce
OAuthClientId = MyConsumerKey
OAuthClientSecret = MyConsumerSecret
CallbackURL = http://127.0.0.1:33333
Url = https://myAdobe Commercehost.com

If you wish to authenticate using OAuth, you will need to add an additional connection property to ensure that the OAuth flow can execute properly:

Other = CheckPromptMode=False

Mac OS validates our drivers separately so you need to copy the license file to the appropriate path as well. After you have configured odbc.ini, run the following command.

sudo cp /Applications/CData ODBC Driver for Adobe Commerce/lib/CData.ODBC.Adobe Commerce.lic /Users/<YOUR_USER>/Library/Containers/com.microsoft.Excel/Data/.cdata/

Additionally, in the ODBC Data Sources section, the DSN must be set to a driver defined in the odbcinst.ini file. For example, below is the entry for the DSN created during the driver install:

[ODBC Data Sources]
CData Adobe Commerce Source = CData ODBC Driver for Adobe Commerce

Registering a DSN for iODBC with odbcinst.ini

You may need to modify the installed driver definition if you change the path to the driver library. To register an ODBC driver, modify the odbcinst.ini file. With iODBC, drivers can be available to only one user account or drivers can be available system wide. You can find the correct odbcinst.ini in the following paths:

Drivers are defined in sections in the odbcinst.ini file. The section name specifies the name of the driver. In this section, the Driver property specifies the path to the driver library. The driver library is the .dylib file located in the lib subfolder of the installation directory, by default in /Applications/CData ODBC Driver for Adobe Commerce.

[CData ODBC Driver for Adobe Commerce]
Driver = /Applications/CData ODBC Driver for Adobe Commerce/lib/libadobe commerce.odbc.dylib

The ODBC Drivers section must also contain a property with the driver name, set to "Installed".

[ODBC Drivers]
CData ODBC Driver for Adobe Commerce = Installed

Testing the Connection

You can test your connection using the iODBC administrator.

1. Open a terminal and enter the following command to start the iODBC Administrator with the necessary permissions:

   sudo /Applications/iODBC/iODBC\ Administrator64.app/Contents/MacOS/iODBC\ Administrator64
   

2. On the Users tab, select CData Adobe Commerce Source.
3. Click the Test button.

Accessing Adobe Commerce Data from Microsoft Excel

You can use the DSN configured above to access Adobe Commerce data from Microsoft Excel.

1. Open Microsoft Excel and open a spreadsheet (new or existing).
2. Navigate to the data ribbon and select New Database Query From Database
3. Select the User or System DSN that you previously configured and click OK.
4. Build your SQL query in the Microsoft Query wizard:
5. Click Return Data to execute the query and pull data into Excel.

Using the CData ODBC Driver for Adobe Commerce, you can easily pull your Adobe Commerce data directly into Excel. Once there, you can leverage all of the powerful features native to Excel to analyze, report, transform your Adobe Commerce data, and more!