Use the CData ODBC Driver for Rootly in Microsoft Power Query

The CData ODBC Driver for Rootly enables you to link to Rootly data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Rootly data into Microsoft Power Query.

Connect to Rootly 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.

Using API Key Authentication

To authenticate using an API key, you will need to obtain your API key from your Rootly account settings.

To get your API key:

1. Log in to your Rootly account
2. Navigate to Settings > API & Integrations
3. Click on "API Tokens"
4. Copy the generated token

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Rootly API token.

Example Connection String

Profile=Rootly.apip;Authscheme=APIKey;ProfileSettings="APIKey=your_apikey";

Import Rootly Data

Follow the steps below to import Rootly data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:

   Provider=MSDASQL.1;Persist Security Info=False;DSN=CData API Source

3. Enter the SELECT statement to import data with. For example:

       SELECT ,  FROM Incidents WHERE Status = 'started'
       

   

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.