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Get the Report →Import and Visualize Cvent Data in Power View
Create data visualizations based on Cvent data in Excel.
NOTE: For Excel for the web (Excel 365) and Excel 2019 or higher, Power View is no longer supported. Microsoft encourages the use of Power BI for those users. Please read our article on working with Cvent in Power BI using our Power BI connector for more information.
You can use the built-in ODBC support in Excel to rapidly create Power View reports featuring Cvent data. This article shows how to use the Data Connection Wizard, accessible from the Data ribbon, to import Cvent data into a Power View report.
Connect to Cvent 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.
Before you can authenticate to Cvent, you must create a workspace and an OAuth application.
Creating a Workspace
To create a workspace:
- Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
- In the Admin menu, navigate to Integrations >> REST API.
- A new tab launches for Developer Management. Click on Manage API Access in the new tab.
- Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
- Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
- Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:
event/attendees:read event/attendees:write event/contacts:read event/contacts:write event/custom-fields:read event/custom-fields:write event/events:read event/events:write event/sessions:delete event/sessions:read event/sessions:write event/speakers:delete event/speakers:read event/speakers:write budget/budget-items:read budget/budget-items:write exhibitor/exhibitors:read exhibitor/exhibitors:write survey/surveys:read survey/surveys:write
Creating an OAuth Application
After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.
Connecting to Cvent
After creating an OAuth application, set the following connection properties to connect to Cvent:
- InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
- OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
- OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
Connect with the Data Connection Wizard
Follow the steps below to connect to the DSN from the Data Connection Wizard in Excel.
- In recent versions of Excel the Data Connection Wizard is not visible by default. To enable the Data Connection Wizard in Excel, go to File -> Options -> Data and under Show legacy data import wizards check the From Data Connection Wizard (Legacy).
- After enabling the Data Connection Wizard, on the Data tab you can click Get Data -> Legacy Wizards -> From Data Connection Wizard (Legacy).
- In the Data Connection Wizard, select the ODBC DSN option.
- Select the ODBC DSN for Cvent from the list.
Select the tables you want to work with.
If you want to import multiple tables, deselect the "Connect to a specific table" option. After you connect to the data source, you can select multiple tables: After you click Finish to close the Data Connection Wizard, select the "Enable selection of multiple tables" option in the Select Table dialog.
- In the Import Data dialog, select the destination for your data. For example, select the Table option and the Existing worksheet option. Then click the cell in your worksheet where results should be output.
- Click Insert -> Power View to create a new Power View report.
Create a Table
Tables are the starting point for charts and other representations of your data. To create a table, select a column in the field list. You can also drag and drop table names and column names onto the view.
Create Data Visualizations
On the Design tab, you can change tables into charts and other visualizations.