Use the CData ODBC Driver for Salesforce Chatter in Microsoft Power Query

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Chatter ODBC Driver

The Salesforce Chatter ODBC Driver is a powerful tool that allows you to connect with live data from Chatter, directly from any applications that support ODBC connectivity.

With the Chatter ODBC Driver accessing live Comments, Groups, Feeds, etc. is as easy as querying a database.



You can use the CData Salesforce Chatter ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Salesforce Chatter data into Microsoft Power Query.

The CData ODBC Driver for Salesforce Chatter enables you to link to Salesforce Chatter data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Salesforce Chatter data into Microsoft Power Query.

Connect to Salesforce Chatter as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Salesforce Chatter uses OAuth 2.0 authentication. To authenticate to Salesforce Chatter via OAuth 2.0, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Salesforce Chatter.

Import Salesforce Chatter Data

Follow the steps below to import Salesforce Chatter data using standard SQL:

  1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

  2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData SalesforceChatter Source
  3. Enter the SELECT statement to import data with. For example:

    SELECT Name, PostCount FROM Users
  4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.