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Get the Report →Use CData Connect Cloud to Access Xero Data in Microsoft Power Pivot
Use CData Connect Cloud to connect to live Xero data in the Power Pivot business intelligence tool.
This article will explain how to use CData Connect Cloud to present Xero 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 Xero data in Power Pivot.
Connect to Xero from Power Pivot
To work with Xero data from Power Pivot, we need to connect to Xero from Connect Cloud, provide user access to the connection, and create OData endpoints for the Xero data.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to Xero through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- 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.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Connect to Xero from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Xero" from the Add Connection panel
- Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero.
- Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions.
Configure Xero Endpoints for Power Pivot
After connecting to Xero, create a workspace and virtual dataset for your desired table(s).
- Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
- Select the Xero connection (e.g. Xero1) and click Next.
- Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection and Workspace configured, you are ready to connect to Xero data from Power Pivot.
Import Xero Tables in Power Pivot
Follow the steps below to import tables that can be refreshed on demand:
- In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
- Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name})
- On the next screen, select Basic and configure the username and password. Password will be your PAT.
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Select the tables that you would like to import into Excel
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After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet
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Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. This can now work with your Xero data in Power Pivot.
Free Trial & More Information
If you are interested in connecting to your Xero 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.