Work with Live Klipfolio Data 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 Klipfolio data from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to Klipfolio data for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Klipfolio, allowing you to easily integrate with live Klipfolio data 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 Klipfolio, leveraging server-side processing to quickly return Klipfolio data.

Configure Klipfolio Connectivity for Power Query

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

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

2. Select "Klipfolio" from the Add Connection panel

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

   Start by setting the Profile connection property to the location of the Klipfolio Profile on disk (e.g. C:\profiles\Klipfolio.apip). Next, set the ProfileSettings connection property to the connection string for Klipfolio (see below).

   Klipfolio API Profile Settings

   In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Klipfolio 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 Klipfolio data from Power Query.

Working with Live Klipfolio Data in Power Query

With the connection to Connect AI configured, you are ready to work with live Klipfolio data 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 Klipfolio connection (e.g. API1 )
   
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 Klipfolio data from Power Query for transformation and preparation.

SQL Access to Klipfolio Data

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

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.