Use the Connect Server to Access Reckon Accounts Hosted Data in Microsoft Power Pivot

This article will explain how to use the Connect Server to provide Reckon Accounts Hosted data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve and edit Reckon Accounts Hosted data in Power Pivot.

Connect to Reckon Accounts Hosted from Power Pivot

To work with live Reckon Accounts Hosted data in Power Pivot, we need to connect to Reckon Accounts Hosted from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Reckon Accounts Hosted data.

Add a Connect Server User

Create a User to connect to Reckon Accounts Hosted from Power Pivot through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Reckon Accounts Hosted from Connect Server

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

1. Open Connect Server and click Connections
2. Select "Reckon Accounts Hosted" from Available Data Sources
3. Enter the necessary authentication properties to connect to Reckon Accounts Hosted.

   The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

   • SubscriptionKey: Required. You get this value when you created your developer account.
   • CountryVersion: Defaults to 2021.R2.AU.
   • CompanyFile: Required. The path to the company file.
   • User: Required. The username of the company file.
   • Password: Required. The password of the company file.
   • InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
   • CallbackURL: The redirectURI of your Custom OAuth App.
   • OAuthClientId: The client id of your Custom OAuth App.
   • OAuthClientSecret: The client secret of your Custom OAuth App.

   CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

4. Click Save Changes
5. 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 Reckon Accounts Hosted OData Endpoints in Connect Server

After connecting to Reckon Accounts Hosted, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Reckon Accounts Hosted database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application, 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.

Import Reckon Accounts Hosted 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. http://localhost:8080/odata.rsc)
3. On the next screen, select Basic and configure the username and password. Password should be your auth token.

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 Reckon Accounts Hosted data in Power Pivot.

Free Trial & More Information

If you are interested in connecting to your Reckon Accounts Hosted data (or data from any of our other supported data sources) from Power Pivot, 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.