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Import and Visualize SAP SuccessFactors Data in Power View

Create data visualizations based on SAP SuccessFactors data in Excel.

You can use the built-in ODBC support in Excel to rapidly create Power View reports featuring SAP SuccessFactors data. This article shows how to use the Data Connection Wizard, accessible from the Data ribbon, to import SAP SuccessFactors data into a Power View report.

Connect to SAP SuccessFactors 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.

You can authenticate to SAP Success Factors using Basic authentication or OAuth with SAML assertion.

Basic Authentication

You must provide values for the following properties to successfully authenticate to SAP Success Factors. Note that the provider will reuse the session opened by SAP Success Factors using cookies. Which means that your credentials will be used only on the first request to open the session. After that, cookies returned from SAP Success Factors will be used for authentication.

  • Url: set this to the URL of the server hosting Success Factors. Some of the servers are listed in the SAP support documentation (external link).
  • User: set this to the username of your account.
  • Password: set this to the password of your account.
  • CompanyId: set this to the unique identifier of your company.

OAuth Authentication

You must provide values for the following properties, which will be used to get the access token.

  • Url: set this to the URL of the server hosting Success Factors. Some of the servers are listed in the SAP support documentation (external link).
  • User: set this to the username of your account.
  • CompanyId: set this to the unique identifier of your company.
  • OAuthClientId: set this to the API Key that was generated in API Center.
  • OAuthClientSecret: the X.509 private key used to sign SAML assertion. The private key can be found in the certificate you downloaded in Registering your OAuth Client Application.
  • InitiateOAuth: set this to GETANDREFRESH.

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.

Connect with the Data Connection Wizard

Follow the steps below to connect to the DSN from the Data Connection Wizard in Excel.

  1. On the Data tab, click From Other Sources -> From Data Connection Wizard.
  2. In the Data Connection Wizard, select the ODBC DSN option.
  3. Select the ODBC DSN for SAP SuccessFactors from the list.
  4. Select the tables you want to work with.

    If you want to import multiple tables, deselect the "Connect to a specific table" option. After you connect to the data source, you can select multiple tables: After you click Finish to close the Data Connection Wizard, select the "Enable selection of multiple tables" option in the Select Table dialog.

  5. In the Import Data dialog, select the destination for your data. For example, select the Table option and the Existing worksheet option. Then click the cell in your worksheet where results should be output.
  6. Click Insert -> Power View to create a new Power View report.

Create a Table

Tables are the starting point for charts and other representations of your data. To create a table, select a column in the field list. You can also drag and drop table names and column names onto the view.

Create Data Visualizations

On the Design tab, you can change tables into charts and other visualizations.