Use CData Connect AI to Access Google Cloud Storage Data in Microsoft Power Pivot

Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to connect to live Google Cloud Storage data in the Power Pivot business intelligence tool.

This article will explain how to use CData Connect AI to present Google Cloud Storage data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve Google Cloud Storage data in Power Pivot.

Connect to Google Cloud Storage from Power Pivot

To work with Google Cloud Storage data from Power Pivot, we need to connect to Google Cloud Storage from Connect AI, provide user access to the connection, and create a Workspace for the Google Cloud Storage data.

Connect to Google Cloud Storage from Connect AI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Google Cloud Storage" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Google Cloud Storage.

    Authenticate with a User Account

    You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect.

    When you connect, the Google Cloud Storage OAuth endpoint opens in your default browser. Log in and grant permissions, then the OAuth process completes

    Authenticate with a Service Account

    Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes.

    You need to create an OAuth application in this flow. See the Help documentation for more information. After setting the following connection properties, you are ready to connect:

    • InitiateOAuth: Set this to GETANDREFRESH.
    • OAuthJWTCertType: Set this to "PFXFILE".
    • OAuthJWTCert: Set this to the path to the .p12 file you generated.
    • OAuthJWTCertPassword: Set this to the password of the .p12 file.
    • OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
    • OAuthJWTIssuer: In the service accounts section, click Manage Service Accounts and set this field to the email address displayed in the service account Id field.
    • OAuthJWTSubject: Set this to your enterprise Id if your subject type is set to "enterprise" or your app user Id if your subject type is set to "user".
    • ProjectId: Set this to the Id of the project you want to connect to.

    The OAuth flow for a service account then completes.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Google Cloud Storage Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Google Cloud Storage Endpoints for Power Pivot

After connecting to Google Cloud Storage, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Google Cloud Storage connection (e.g. GoogleCloudStorage1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Google Cloud Storage data from Power Pivot.

Import Google Cloud Storage Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

  1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed Starting the OData connection.
  2. Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}) The URL of the OData endpoint for Connect AI.
  3. On the next screen, select Basic and configure the username and password. Password will be your PAT. Authenticating with Connect AI
  4. Select the tables that you would like to import into Excel Selecting tables (Salesforce is shown.)

  5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet Loading tables (Salesforce is shown.)

  6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. Loading data into Power Pivot (Salesforce is shown.) This can now work with your Google Cloud Storage data in Power Pivot.

    The Pivot Table that is consuming OData feeds from Connect AI. (Salesforce is shown.)

Free Trial & More Information

If you are interested in connecting to your Google Cloud Storage data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect AI today! For more information on Connect AI and to see what other data sources we support, refer to our CData Connect AI page.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

Free Trial