Import Klipfolio Data into Microsoft Power Query

The Connect Server enables you to use Web services to connect to and query Klipfolio data. This article details how to import an OData feed of Klipfolio data into Microsoft Power Query.

Connect to Klipfolio from Power Query

To work with live Klipfolio data in Microsoft Power Query, we need to connect to Klipfolio from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Klipfolio data.

Add a Connect Server User

Create a User to connect to Klipfolio from Microsoft Power Query through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Klipfolio from Connect Server

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

1. Open Connect Server and click Connections
2. Select "Klipfolio" from Available Data Sources
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 Changes
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 Klipfolio OData Endpoints in Connect Server

After connecting to Klipfolio, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Klipfolio 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.

Connect to Klipfolio Data from Power Query

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

1. Configure the Connect Server to use a version of the OData protocol that is recognized by Power Query. In the Connect Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.

2. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:

   https://your-server:8032/api.rsc

3. Next, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.

   To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click "Edit Permissions..." Select the privacy level from the menu.

4. You can now access Klipfolio data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.

Free Trial & More Information

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