Use CData Connect Cloud to Access Oracle Financials Cloud Data in Microsoft Power Pivot

This article will explain how to use CData Connect Cloud to present Oracle Financials Cloud data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve Oracle Financials Cloud data in Power Pivot.

Connect to Oracle Financials Cloud from Power Pivot

To work with Oracle Financials Cloud data from Power Pivot, we need to connect to Oracle Financials Cloud from Connect Cloud, provide user access to the connection, and create OData endpoints for the Oracle Financials Cloud data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Oracle Financials Cloud through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Oracle Financials Cloud from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Oracle Financials Cloud" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Oracle Financials Cloud.

   Using Basic Authentication

   You must set the following to authenticate to Oracle ERP:

   • Url: The Url of the account to connect to. Typically, the URL of your Oracle Cloud service. For example, https://servername.fa.us2.oraclecloud.com.
   • User: The username of your account.
   • Password: The password of your account.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Oracle Financials Cloud Connection page and update the User-based permissions.

Add Oracle Financials Cloud OData Endpoints in Connect Cloud

After connecting to Oracle Financials Cloud, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the Oracle Financials Cloud connection (e.g. OracleERP1) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Oracle Financials Cloud data from Power Pivot.

Import Oracle Financials Cloud Tables in Power Pivot

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

1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
2. Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/service)
3. On the next screen, select Basic and configure the username and password. Password will be your PAT.

4. Select the tables that you would like to import into Excel

5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet

6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. This can now work with your Oracle Financials Cloud data in Power Pivot.

Free Trial & More Information

If you are interested in connecting to your Oracle Financials Cloud data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect Cloud today! For more information on Connect Cloud and to see what other data sources we support, refer to our CData Connect Cloud page.