Create Apps from Excel Services Data in Qlik Sense Cloud

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CData Connect



Use the CData Connect Cloud to create an OData API for Excel Services data and build apps from live Excel Services data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Cloud creates a virtual database for Excel Services and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Excel Services. By pairing Qlik Sense Cloud with the CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Excel Services data.

In this article, we walk through two connections:

  1. Connecting to Excel Services in Connect Cloud
  2. Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Cloud to Connect to Excel Services

To connect to Excel Services data from Qlik Sense Cloud, you need to configure Excel Services access from your Connect Cloud instance. This means creating a user, connecting to Excel Services, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Cloud User

Create a Cloud Hub User to connect to Excel Services from Qlik Sense 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 Services 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 Services" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Excel Services.

    The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

  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 Services OData Endpoints in Connect Cloud

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

  1. Click OData -> Tables -> Add Tables
  2. Select the Excel Services 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 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 Qlik Sense App from Excel Services Data

With the connection to Excel Services and OData endpoints created, we are ready to add Excel Services data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
    • URL: Set this to the API endpoint for your Excel Services table, using the @CSV URL parameter to ensure a CSV response (i.e. https://www.cdatacloud.net/api.rsc/MYINSTANCE/ExcelServices_Account?@CSV)
    • Authentication Schema: Set this to "Basic"
    • User Name: Set this to the user name you configured above
    • Password: Set this to the Authtoken for the above user
  6. Click "Create" to query Connect Cloud for the Excel Services data
  7. Check "CSV has header" and under "Tables," select "CSV_source"
  8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Excel Services data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Excel Services data. For more information on creating OData feeds from Excel Services (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Excel Services data in Qlik Sense Cloud.