Integrate SAS Data Sets Data into Power Automate Desktop using CData Connect

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
CData Connect for SAS Data Sets Data enables you to integrate SAS Data Sets data into workflows built using Microsoft Power Automate Desktop.

CData Connect enables you to access live SAS Data Sets data in workflow automation tools like Power Automate. This article shows how to integrate SAS Data Sets data into a simple workflow, saving SAS Data Sets data into a CSV file.

CData Connect provides a live interface for SAS Data Sets, allowing you to integrate with live SAS Data Sets data in Power Automate — without replicating the data. Connect uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to SAS Data Sets, leveraging server-side processing to quickly return SAS Data Sets data.

Configure SAS Data Sets Connectivity for Power Automate

Connectivity to SAS Data Sets from Power Automate is made possible through CData Connect AI. To work with SAS Data Sets data from Power Automate, we start by creating and configuring a SAS Data Sets connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "SAS Data Sets" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to SAS Data Sets.

    Set the following connection properties to connect to your SAS DataSet files:

    Connecting to Local Files

    • Set the Connection Type to "Local." Local files support SELECT, INSERT, and DELETE commands.
    • Set the URI to a folder containing SAS files, e.g. C:\PATH\TO\FOLDER\.

    Connecting to Cloud-Hosted SAS DataSet Files

    While the driver is capable of pulling data from SAS DataSet files hosted on a variety of cloud data stores, INSERT, UPDATE, and DELETE are not supported outside of local files in this driver.

    Set the Connection Type to the service hosting your SAS DataSet files. A unique prefix at the beginning of the URI connection property is used to identify the cloud data store and the remainder of the path is a relative path to the desired folder (one table per file) or single file (a single table). For more information, refer to the Getting Started section of the Help documentation.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add SAS Data Sets Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to SAS Data Sets data from Power Automate Desktop.

Integrate SAS Data Sets Data into Power Automate Workflows

After configuring CData Connect with SAS Data Sets, you are ready to integrate SAS Data Sets data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

A new flow in Power Automate

In the flow editor, you can add the options to connect to SAS Data Sets, query SAS Data Sets using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Action -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:

  1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
  2. On the Connection tab:
    1. Select or enter a server name: set to tds.cdata.com,14333
    2. Enter information to lag onto the server: select "Use a specific username and password"
      • Set User name to your CData Connect AI user name (e.g. [email protected])
      • Set Password to your PAT
      • Select the database: use the database configured above (e.g. SASDataSets1)
  3. Click "Test Connection" to ensure the connection is configured properly
  4. Click "OK" A configured connection to CData Connect

After building the connection string in the Data Link Properties wizard, save the action.

A configured

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Action -> Database) and configure the properties.

  • Get connection by: SQL connection variable
  • SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
  • SQL statement: SELECT * FROM restaurants

After configuring the properties, save the action.

A configured

Add a Write to CSV File Action

Add a "Write to CSV file" action (Action -> File) and configure the properties.

  • Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
  • File path: set to a file on disk
  • Configure Advanced settings as needed.

After configuring the properties, save the action.

A configured

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Action -> Database) and configure the properties.

  • SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the properties, save the action.

A configured

Save & Run the Flow

Once you have configured all the options for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

A fully configured workflow

Now you have a workflow to save SAS Data Sets data into a CSV file.

Application data in a CSV file (Salesforce is shown)

With CData Connect AI, you get live connectivity to SAS Data Sets data within your Microsoft Power Automate workflows.

SQL Access to SAS Data Sets Data from Cloud Applications

Now you have a direct connection to live SAS Data Sets data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating SAS Data Sets data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.

Related Power Automate Articles

This article explains how to use CData Connect AI with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

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