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Get the Report →Analyze SharePoint Excel Services Data with Power Pivot
This article walks you through the process of using the CData ODBC Driver for SharePoint Excel Services from Power Pivot. You will use the Table Import Wizard to load SharePoint Excel Services data. You can visually build the import query or use any SQL supported by the driver.
The ODBC protocol is used by a wide variety of Business Intelligence (BI) and reporting tools to get access to different databases. The CData ODBC Driver for SharePoint Excel Services brings the same power and ease of use to SharePoint Excel Services data. This article uses the driver to import SharePoint Excel Services data into Power Pivot.
Connect to SharePoint Excel Services 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.
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.
Connect from Power Pivot
Follow the steps below to connect to the DSN in Power Pivot.
- In Excel, click the Power Pivot Window icon on the Power Pivot tab to open Power Pivot.
- Launch the Table Import Wizard: Click the Get External Data from Other Data Sources button.
- Select the OLEDB/ODBC source option.
- Click Build to open the Data Link Properties dialog.
- In the Provider tab, select the Microsoft OLEDB Provider for ODBC Drivers option.
- In the Connection tab, select the Use Data Source Name option and then select the SharePoint Excel Services DSN in the menu.
Select and Filter Tables and Views
Follow the steps below to use the wizard to import SharePoint Excel Services tables. As you use the wizard to select, filter, and sort columns of SharePoint Excel Services tables, Power Pivot generates the query to be executed.
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After selecting the DSN in the Table Import Wizard, select the option to select from a list of tables.
Click Preview & Filter to select specific columns, sort data, and visually build filters. To include or exclude columns, select and clear the option next to the column name.
To filter based on column values, click the down arrow button next to the column name. In the resulting dialog, select or clear the column values you want to filter. Alternatively, click Number Filters or Text Filters and then select a comparison operator. In the resulting dialog, build the filter criteria.
- Return to the Select Tables and Views page of the wizard. You can access filters by clicking the Applied Filters link in the Filter Details column.
Import and Filter with SQL
You can also import with an SQL query. The driver supports the standard SQL, allowing Excel to communicate with SharePoint Excel Services APIs.
- After selecting the DSN in the Table Import Wizard, select the option to write a query.
In the SQL Statement box, enter the query. Click Validate to check that the syntax of the query is valid. Click Design to preview the results and adjust the query before import.
- Finish the wizard to import the data for your chosen query.
Refresh On Demand
Connectivity to SharePoint Excel Services APIs enables real-time analysis. To immediately update your workbook with any changes, click Refresh.