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

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Einstein ODBC Driver

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

Access Salesforce Einstein platform and prediction services data like you would a database, through a standard ODBC Driver interface.



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

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

Connect to Salesforce Einstein 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 Einstein Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce Einstein Analytics.

See the Getting Started section of the CData data provider documentation for an authentication guide.

Import Salesforce Einstein Data

Follow the steps below to import Salesforce Einstein 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 SFEinsteinAnalytics Source
  3. Enter the SELECT statement to import data with. For example:

    SELECT Name, CloseDate FROM Dataset_Opportunity
  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.