How to connect to SAP Ariba Source Data from MS Excel on Mac OS X

Microsoft Excel features calculations, graphing tools, pivot tables, and a macro programming language that allows users to work with data in many of the ways that suit their needs, whether on a Windows machine or a Macintosh machine. This article walks through creating a DSN for SAP Ariba Source data in iODBC and accessing SAP Ariba Source data in Microsoft Excel, all on a machine running Mac OS X.

Installing the CData ODBC Drivers on Mac OS X

The CData ODBC Driver for SAP Ariba Source is preconfigured for the iODBC driver manager, as are many other products like Microsoft Excel. This makes the driver easy to use with these tools.

Licensing the Driver

In a terminal run the following commands to license the driver. To activate a trial license, omit the key input.

cd "/Applications/CData ODBC Driver for SAP Ariba Source/bin"
sudo ./install-license <key>

Defining a DSN for iODBC with odbc.ini

You can define ODBC data sources in sections in the odbc.ini file. User data sources can only be accessed by the user account whose home folder the odbc.ini is located in. System data sources can be accessed by all users. You can find the correct odbc.ini in the following paths:

Modifying iODBC's system-wide settings requires elevated permissions; to do so, you can use following to open a text editor from the terminal:

sudo nano /Library/ODBC/odbc.ini

In order to connect with SAP Ariba Source, set the following:

• API: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Supplier, Sourcing Project Management, or Contract API based on your business role (possible values are SupplierDataAPIWithPaginationV4, SourcingProjectManagementAPIV2, or ContractAPIV1).
• DataCenter: The data center where your account's data is hosted.
• Realm: The name of the site you want to access.
• Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

If you are connecting to the Supplier Data API or the Contract API, additionally set the following:

• User: Id of the user on whose behalf API calls are invoked.
• PasswordAdapter: The password associated with the authenticating User.

If you're connecting to the Supplier API, set ProjectId to the Id of the sourcing project you want to retrieve data from.

Authenticating with OAuth

After setting connection properties, you need to configure OAuth connectivity to authenticate.

• Set AuthScheme to OAuthClient.
• Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

  For more information on creating an OAuth application, refer to the Help documentation.

Automatic OAuth

After setting the following, you are ready to connect:

APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

When you connect, the provider automatically completes the OAuth process:

1. The provider obtains an access token from SAP Ariba and uses it to request data.
2. The provider refreshes the access token automatically when it expires.
3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

In addition to the connection properties required to connect to SAP Ariba Source, the Driver property specifies either a driver definition in the odbcinst.ini file or the path to the driver library. Place your connection properties at the beginning of odbc.ini:

[CData SAP Ariba Source Sources]
Driver = CData ODBC Driver for SAP Ariba Source
API = SupplierDataAPIWithPagination-V4
APIKey = wWVLn7WTAXrIRMAzZ6VnuEj7Ekot5jnU
Environment = SANDBOX
Realm = testRealm
AuthScheme = OAuthClient

If you wish to authenticate using OAuth, you will need to add an additional connection property to ensure that the OAuth flow can execute properly:

Other = CheckPromptMode=False

Mac OS validates our drivers separately so you need to copy the license file to the appropriate path as well. After you have configured odbc.ini, run the following command.

sudo cp /Applications/CData ODBC Driver for SAP Ariba Source/lib/CData.ODBC.SAPAribaSource.lic /Users/<YOUR_USER>/Library/Containers/com.microsoft.Excel/Data/.cdata/

Additionally, in the ODBC Data Sources section, the DSN must be set to a driver defined in the odbcinst.ini file. For example, below is the entry for the DSN created during the driver install:

[ODBC Data Sources]
CData SAP Ariba Source Source = CData ODBC Driver for SAP Ariba Source

Registering a DSN for iODBC with odbcinst.ini

You may need to modify the installed driver definition if you change the path to the driver library. To register an ODBC driver, modify the odbcinst.ini file. With iODBC, drivers can be available to only one user account or drivers can be available system wide. You can find the correct odbcinst.ini in the following paths:

Drivers are defined in sections in the odbcinst.ini file. The section name specifies the name of the driver. In this section, the Driver property specifies the path to the driver library. The driver library is the .dylib file located in the lib subfolder of the installation directory, by default in /Applications/CData ODBC Driver for SAP Ariba Source.

[CData ODBC Driver for SAP Ariba Source]
Driver = /Applications/CData ODBC Driver for SAP Ariba Source/lib/libsaparibasource.odbc.dylib

The ODBC Drivers section must also contain a property with the driver name, set to "Installed".

[ODBC Drivers]
CData ODBC Driver for SAP Ariba Source = Installed

Testing the Connection

You can test your connection using the iODBC administrator.

1. Open a terminal and enter the following command to start the iODBC Administrator with the necessary permissions:

   sudo /Applications/iODBC/iODBC\ Administrator64.app/Contents/MacOS/iODBC\ Administrator64
   

2. On the Users tab, select CData SAP Ariba Source Source.
3. Click the Test button.

Accessing SAP Ariba Source Data from Microsoft Excel

You can use the DSN configured above to access SAP Ariba Source data from Microsoft Excel.

1. Open Microsoft Excel and open a spreadsheet (new or existing).
2. Navigate to the data ribbon and select New Database Query From Database
3. Select the User or System DSN that you previously configured and click OK.
4. Build your SQL query in the Microsoft Query wizard:
5. Click Return Data to execute the query and pull data into Excel.

Using the CData ODBC Driver for SAP Ariba Source, you can easily pull your SAP Ariba Source data directly into Excel. Once there, you can leverage all of the powerful features native to Excel to analyze, report, transform your SAP Ariba Source data, and more!