Import Wave Financial Data into Microsoft Power Query

The Connect Server enables you to use Web services to connect to and query Wave Financial data. This article details how to import an OData feed of Wave Financial data into Microsoft Power Query.

Connect to Wave Financial from Power Query

To work with live Wave Financial data in Microsoft Power Query, we need to connect to Wave Financial from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Wave Financial data.

Add a Connect Server User

Create a User to connect to Wave Financial from Microsoft Power Query through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Wave Financial from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Wave Financial" from Available Data Sources
3. Enter the necessary authentication properties to connect to Wave Financial.

   Connect using the API Token

   You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

   1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
   2. Select the application that you would like to create a token for. You may need to create an application first.
   3. Click the "Create token" button to generate an APIToken.

   Connect using OAuth

   If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Wave Financial OData Endpoints in Connect Server

After connecting to Wave Financial, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Wave Financial database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Connect to Wave Financial Data from Power Query

Follow the steps below to import tables that can be refreshed on demand:

1. Configure the Connect Server to use a version of the OData protocol that is recognized by Power Query. In the Connect Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.

2. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:

   https://your-server:8032/api.rsc

3. Next, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.

   To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click "Edit Permissions..." Select the privacy level from the menu.

4. You can now access Wave Financial data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.

Free Trial & More Information

If you are interested in connecting to your Wave Financial data (or data from any of our other supported data sources) from Power Query, sign up for a free trial of CData Connect Server today! For more information on Connect Server and to see what other data sources we support, refer to our CData Connect page.