Analyze Excel Online Data in Infragistics Reveal

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CData Connect



Use the CData Connect Cloud to create an OData API on top of Excel Online data and visualize live Excel Online data in Ingragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Cloud and Excel Online Connector to build dynamic dashboards from live Excel Online data. The CData Connect Cloud creates a virtual database for Excel Online and can be used to generate an OData API (natively consumable in Reveal) for Excel Online. In this article, we walk through connecting to Excel Online in Connect Cloud and connecting to Connect Cloud from Infragistics Reveal to create a simple dashboard.

Add a Connect Cloud User

Create a User to connect to Excel Online from Reveal through Connect Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Excel Online from Connect Cloud

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

  1. Open Connect Cloud and click Databases
  2. Select "Excel Online" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Excel Online.

    You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

    • Workbook: Set this to the name or Id of the workbook.

      If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

    • UseSandbox: Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

    You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

  4. Click Test Database
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Excel Online OData Endpoints in Connect Cloud

After connecting to Excel Online, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Excel Online database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize Excel Online data in Reveal.

  1. Log into Reveal and click Dashboards -> New
  2. Click Data Source -> OData Feed
  3. Specify the Connect Cloud API endpoint URL (found in API -> Discovery -> Base URL), for example: https://www.cdatacloud.com/myinstance/api.rsc
  4. Select Generic Credentials and specify the Connect Cloud username and authentication token
  5. Select the entity you wish to visualize
  6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Excel Online data. For more information on creating OData feeds from Excel Online (and more than 150 other sources), visit the Connect Cloud page. Download a free, 30-day trial and start working live Excel Online data in tools that consume OData APIs.