Use CData Connect AI to Access Claude Compliance Data in Microsoft Power Pivot

This article will explain how to use CData Connect AI to present Claude Compliance data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve Claude Compliance data in Power Pivot.

Connect to Claude Compliance from Power Pivot

To work with Claude Compliance data from Power Pivot, we need to connect to Claude Compliance from Connect AI, provide user access to the connection, and create a Workspace for the Claude Compliance data.

Connect to Claude Compliance from Connect AI

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Claude Compliance" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Claude Compliance.

   The driver connects to Claude Compliance using a Compliance Access Key, the only supported authentication method. Set the following connection property:

   • APIKey: The Compliance Access Key you created.

   Creating a Compliance Access Key

   1. Enable the Compliance API for your organization.
   2. Sign in to claude.ai as a primary owner or organization owner and open Organization settings > API > Keys.
   3. Select Create Key and assign only the scopes your integration needs:
      • read:compliance_activities for Activities and the typed activity views.
      • read:compliance_org_data for organizations, roles, groups, and settings.
      • read:compliance_user_data for users, chats, files, projects, and downloads.
      • delete:compliance_user_data for the explicit Delete stored procedures.
   4. Create the key and copy it when it appears. The key starts with sk-ant-api01- and is shown only once.

   Optionally, set OrganizationUUID to limit organization-scoped views (such as OrganizationUsers and ComplianceRoles) to a single linked organization. If it is left empty, those views default to the first available organization and do not include data from all linked organizations.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Claude Compliance Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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.

Configure Claude Compliance Endpoints for Power Pivot

After connecting to Claude Compliance, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Claude Compliance connection (e.g. ClaudeCompliance1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Claude Compliance data from Power Pivot.

Import Claude Compliance 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. https://cloud.cdata.com/api/odata/{workspace_name})
3. On the next screen, select Basic and configure the username and password. Password will be your PAT.

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 Claude Compliance data in Power Pivot.

   

Free Trial & More Information

If you are interested in connecting to your Claude Compliance data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect AI today! For more information on Connect AI and to see what other data sources we support, refer to our CData Connect AI page.