Work with Live SAS xpt Data in Power Query

Power Query is a data transformation and data preparation engine. When paired with CData Connect AI, you get instant, cloud-to-cloud access to SAS xpt data from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to SAS xpt data for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for SAS xpt, allowing you to easily integrate with live SAS xpt data in Power Query — without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to SAS xpt, leveraging server-side processing to quickly return SAS xpt data.

Configure SAS xpt Connectivity for Power Query

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "SAS xpt" from the Add Connection panel

3. Enter the necessary authentication properties to connect to SAS xpt.

   Connecting to Local SASXpt Files

   You can connect to local SASXpt file by setting the URI to a folder containing SASXpt files.

   Connecting to S3 data source

   You can connect to Amazon S3 source to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the folder within your bucket that you would like to connect to.
   • AWSAccessKey: Set this to your AWS account access key.
   • AWSSecretKey: Set this to your AWS account secret key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).

   Connecting to Azure Data Lake Storage Gen2

   You can connect to ADLS Gen2 to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the name of the file system and the name of the folder which contacts your SASXpt files.
   • AzureAccount: Set this to the name of the Azure Data Lake storage account.
   • AzureAccessKey: Set this to our Azure DataLakeStore Gen 2 storage account access key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add SAS xpt Connection page and update the User-based 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.
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 xpt data from Power Query.

Working with Live SAS xpt Data in Power Query

With the connection to Connect AI configured, you are ready to work with live SAS xpt data in Power Query.

1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor)
2. Click New Source -> SQL Server
3. In the SQL Server database modal:
   • Set Server to tds.cdata.com,14333
   • (Optional) Set Database to the name of the SAS xpt connection (e.g. SASXpt1 )
   
4. In the SQL Server credentials modal, select "Database" and
   • Set User to your Connect AI username (e.g. [email protected] )
   • Set Password to the PAT for the above user
   
5. Click Connect
6. Select the table(s) you wish to work with in the Navigator and click "OK"

At this point, you have live access to SAS xpt data from Power Query for transformation and preparation.

SQL Access to SAS xpt Data

Now you have a direct connection to live SAS xpt data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business — all without replicating SAS xpt data.

To get real-time 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.