Work with Live JSON Services in Power Query

Power Query is a data transformation and data preparation engine. When paired with CData Connect AI, you get instant, cloud-to-cloud access to JSON services from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to JSON services for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for JSON, allowing you to easily integrate with live JSON services in Power Query — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to JSON, leveraging server-side processing to quickly return JSON services.

Configure JSON Connectivity for Power Query

Connectivity to JSON from Power Query is made possible through CData Connect AI. To work with JSON services from Power Query, we start by creating and configuring a JSON connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "JSON" from the Add Connection panel

3. Enter the necessary authentication properties to connect to JSON.

   See the Getting Started chapter in the data provider documentation to authenticate to your data source: The data provider models JSON APIs as bidirectional database tables and JSON files as read-only views (local files, files stored on popular cloud services, and FTP servers). The major authentication schemes are supported, including HTTP Basic, Digest, NTLM, OAuth, and FTP. See the Getting Started chapter in the data provider documentation for authentication guides.

   After setting the URI and providing any authentication values, set DataModel to more closely match the data representation to the structure of your data.

   The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

   • Document (default): Model a top-level, document view of your JSON data. The data provider returns nested elements as aggregates of data.
   • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
   • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

   See the Modeling JSON Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add JSON Connection page and update the User-based 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.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to JSON services from Power Query.

Working with Live JSON Services in Power Query

With the connection to Connect AI configured, you are ready to work with live JSON services in Power Query.

1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor)
2. Click New Source -> SQL Server
3. In the SQL Server database modal:
   • Set Server to tds.cdata.com,14333
   • (Optional) Set Database to the name of the JSON connection (e.g. JSON1 )
   
4. In the SQL Server credentials modal, select "Database" and
   • Set User to your Connect AI username (e.g. [email protected] )
   • Set Password to the PAT for the above user
   
5. Click Connect
6. Select the table(s) you wish to work with in the Navigator and click "OK"

At this point, you have live access to JSON services from Power Query for transformation and preparation.

SQL Access to JSON Services

Now you have a direct connection to live JSON services from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating JSON services.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.