Access Live SAP SuccessFactors LMS Data in Excel (Desktop) through Connect Spreadsheets
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Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to SAP SuccessFactors LMS data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to SAP SuccessFactors LMS in Connect Spreadsheets and access live SAP SuccessFactors LMS data in Excel spreadsheets.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.
Configure SAP SuccessFactors LMS Connectivity for Excel
Connectivity to SAP SuccessFactors LMS from Excel is made possible through Connect Spreadsheets. To work with SAP SuccessFactors LMS data from Excel, we start by creating and configuring a SAP SuccessFactors LMS connection.
- Log into Connect Spreadsheets, click Connections and click Add Connection
- Select "SAP SuccessFactors LMS" from the Add Connection panel
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Enter the necessary authentication properties to connect to SAP SuccessFactors LMS.
SAP SuccessFactors LMS uses OAuth authentication. Before connecting, you must configure an OAuth application tied to your SAP SuccessFactors LMS account.
To establish a connection, set the following properties:
- User: Your SAP SuccessFactors LMS username.
- CompanyId: Your SAP SuccessFactors company identifier.
- Url: The SAP SuccessFactors API URL (e.g., https://api4.successfactors.com).
- OAuthClientId: The client Id assigned when you registered your custom OAuth application.
- OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.
- Click Create & Test
- Navigate to the Permissions tab in the Add SAP SuccessFactors LMS Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to SAP SuccessFactors LMS data from Excel.
Access Live SAP SuccessFactors LMS Data in Excel
The steps below outline connecting to Connect Spreadsheets from Excel to access live SAP SuccessFactors LMS data.
- Open Excel, create a new sheet (or open an existing one).
- Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
- Search for Connect Spreadsheets and install the Add-in.
- Click Data and open the CData Connect Spreadsheets Add-In.
- In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Excel, click Import
- Choose a Connection (e.g. SAPSuccessFactorsLMS1), Table (e.g. Items), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data and opt to overwrite the existing sheet or create a new one.
Live Access to SAP SuccessFactors LMS Data from Spreadsheet Apps
New, you have a direct, cloud-to-cloud connection to live SAP SuccessFactors LMS data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.