Work with Live SAP SuccessFactors Data in Power Query

Power Query is a data transformation and data preparation engine. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to SAP SuccessFactors data from Power Query. This article shows how to connect to Connect Cloud from Power Query through Microsoft Excel and get live access to SAP SuccessFactors data for transformation and preparation.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for SAP SuccessFactors, allowing you to easily integrate with live SAP SuccessFactors data in Power Query — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to SAP SuccessFactors, leveraging server-side processing to quickly return SAP SuccessFactors data.

Configure SAP SuccessFactors Connectivity for Power Query

Connectivity to SAP SuccessFactors from Power Query is made possible through CData Connect Cloud. To work with SAP SuccessFactors data from Power Query, we start by creating and configuring a SAP SuccessFactors connection.

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

   You can authenticate to SAP Success Factors using Basic authentication or OAuth with SAML assertion.

   Basic Authentication

   You must provide values for the following properties to successfully authenticate to SAP Success Factors. Note that the provider will reuse the session opened by SAP Success Factors using cookies. Which means that your credentials will be used only on the first request to open the session. After that, cookies returned from SAP Success Factors will be used for authentication.

   • Url: set this to the URL of the server hosting Success Factors. Some of the servers are listed in the SAP support documentation (external link).
   • User: set this to the username of your account.
   • Password: set this to the password of your account.
   • CompanyId: set this to the unique identifier of your company.

   OAuth Authentication

   You must provide values for the following properties, which will be used to get the access token.

   • Url: set this to the URL of the server hosting Success Factors. Some of the servers are listed in the SAP support documentation (external link).
   • User: set this to the username of your account.
   • CompanyId: set this to the unique identifier of your company.
   • OAuthClientId: set this to the API Key that was generated in API Center.
   • OAuthClientSecret: the X.509 private key used to sign SAML assertion. The private key can be found in the certificate you downloaded in Registering your OAuth Client Application.
   • InitiateOAuth: set this to GETANDREFRESH.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add SAP SuccessFactors Connection page and update the User-based permissions.

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.

With the connection configured, you are ready to connect to SAP SuccessFactors data from Power Query.

Working with Live SAP SuccessFactors Data in Power Query

With the connection to Connect Cloud configured, you are ready to work with live SAP SuccessFactors data in Power Query.

1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor)
2. Click New Source -> SQL Server
3. In the SQL Server database modal:
   • Set Server to tds.cdata.com,14333
   • (Optional) Set Database to the name of the SAP SuccessFactors connection (e.g. SAPSuccessFactors1 )
4. In the SQL Server credentials modal, select "Database" and
   • Set User to your Connect Cloud username (e.g. user@mydomain.com )
   • Set Password to the PAT for the above user
5. Click Connect
6. Select the table(s) you wish to work with in the Navigator and click "OK"

At this point, you have live access to SAP SuccessFactors data from Power Query for transformation and preparation.

SQL Access to SAP SuccessFactors Data

Now you have a direct connection to live SAP SuccessFactors data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating SAP SuccessFactors data.

To get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.