Use CData Connect AI to Access XML Data in Microsoft Power Pivot

This article will explain how to use CData Connect AI to present XML data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve and edit XML data in Power Pivot.

Connect to XML from Power Pivot

To work with XML data from Power Pivot, we need to connect to XML from Connect AI, provide user access to the connection, and create a Workspace for the XML data.

Connect to XML from Connect AI

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

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

2. Select "XML" from the Add Connection panel

3. Enter the necessary authentication properties to connect to XML.

   Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) XML Files

   CData Drivers let you work with XML files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

   Setting connection properties for local files

   Set the URI property to local folder path.

   Setting connection properties for files stored in Amazon S3

   To connect to XML file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended XML files exist. In addition, at least set these properties:

   • AWSAccessKey: AWS Access Key (username)
   • AWSSecretKey: AWS Secret Key

   Setting connection properties for files stored in Box

   To connect to XML file(s) within Box, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Box.

   Dropbox

   To connect to XML file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

   SharePoint Online (SOAP)

   To connect to XML file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. Set User, Password, and StorageBaseURL.

   SharePoint Online REST

   To connect to XML file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

   Google Drive

   To connect to XML file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

   The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

   • Document (default): Model a top-level, document view of your XML data. The data provider returns nested elements as aggregates of data.
   • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
   • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

   See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add XML 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.

Configure XML Endpoints for Power Pivot

After connecting to XML, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the XML connection (e.g. XML1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to XML data from Power Pivot.

Import XML Tables in Power Pivot

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

1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
2. Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name})
3. On the next screen, select Basic and configure the username and password. Password will be your PAT.

4. Select the tables that you would like to import into Excel

5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet

6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. This can now work with your XML data in Power Pivot.

   

Free Trial & More Information

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