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Use the OData Connector for QuickBooksOnline to Access QuickBooks Online データ in Microsoft PowerPivot

Use the CData OData Connector for QuickBooksOnline to connect to live QuickBooks Online データ in the PowerPivot business intelligence tool.

加藤龍彦
デジタルマーケティング

最終更新日:2022-09-21

こんにちは!ウェブ担当の加藤です。マーケ関連のデータ分析や整備もやっています。

This article will explain how to use the OData Connector for QuickBooksOnline to provide QuickBooks Online データ as OData services and then consume the data in Microsoft Excel's PowerPivot business intelligence tool. Follow the steps below to retrieve and edit QuickBooks Online データ in Power Pivot.

  1. If you have not already connected successfully in the OData Connector for QuickBooksOnline administration console, see the "Getting Started" chapter in the help documentation for a guide.
  2. In Excel, click the PowerPivot Window icon in the PowerPivot tab to open PowerPivot.
  3. Click "From Other Data Sources". In the Table Import Wizard that is displayed, select the "Other Feeds" option in the "Data Feeds" section of the list.
  4. Enter the OData URL of the CData OData Connector for QuickBooksOnline, http://localhost:8032/api.rsc.

    You will also need to add authentication options in this step. Click Advanced and set the Integrated Security option to Basic. You will need to enter the User Id and Password of a user who has access to the CData OData Connector for QuickBooksOnline.

    The URL of the OData endpoint for the OData Connector for QuickBooks Online. (Salesforce is shown.)
  5. Select which tables you want to import and click Finish.

    Tables selected in the Table Import Wizard. (Salesforce is shown.)
  6. You can now work with QuickBooks Online データ in Power Pivot.

    The Pivot Table that is consuming OData feeds from the OData Connector for QuickBooks Online. (Salesforce is shown.)

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