Use CData Connect AI to Access SQL Server Data in Microsoft Power Pivot

This article will explain how to use CData Connect AI to present SQL Server 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 SQL Server data in Power Pivot.

Connect to SQL Server from Power Pivot

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

Connect to SQL Server 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 "SQL Server" from the Add Connection panel

3. Enter the necessary authentication properties to connect to SQL Server.

   Connecting to Microsoft SQL Server

   Connect to Microsoft SQL Server using the following properties:

   • Server: The name of the server running SQL Server.
   • User: The username provided for authentication with SQL Server.
   • Password: The password associated with the authenticating user.
   • Database: The name of the SQL Server database.

   Connecting to Azure SQL Server and Azure Data Warehouse

   You can authenticate to Azure SQL Server or Azure Data Warehouse by setting the following connection properties:

   • Server: The server running Azure. You can find this by logging into the Azure portal and navigating to "SQL databases" (or "SQL data warehouses") -> "Select your database" -> "Overview" -> "Server name."
   • User: The name of the user authenticating to Azure.
   • Password: The password associated with the authenticating user.
   • Database: The name of the database, as seen in the Azure portal on the SQL databases (or SQL warehouses) page.

   SSH Connectivity for SQL Server

   You can use SSH (Secure Shell) to authenticate with SQL Server, whether the instance is hosted on-premises or in supported cloud environments. SSH authentication ensures that access is encrypted (as compared to direct network connections).

   SSH Connections to SQL Server in Password Auth Mode

   To connect to SQL Server via SSH in Password Auth mode, set the following connection properties:

   • User: SQL Server User name
   • Password: SQL Server Password
   • Database: SQL Server database name
   • Server: SQL Server Server name
   • Port: SQL Server port number like 3306
   • UserSSH: "true"
   • SSHAuthMode: "Password"
   • SSHPort: SSH Port number
   • SSHServer: SSH Server name
   • SSHUser: SSH User name
   • SSHPassword: SSH Password

   SSH Connections to SQL Server in Public Key Auth Mode

   To connect to SQL Server via SSH in Password Auth mode, set the following connection properties:

   • User: SQL Server User name
   • Password: SQL Server Password
   • Database: SQL Server database name
   • Server: SQL Server Server name
   • Port: SQL Server port number like 3306
   • UserSSH: "true"
   • SSHAuthMode: "Public_Key"
   • SSHPort: SSH Port number
   • SSHServer: SSH Server name
   • SSHUser: SSH User name
   • SSHClientCret: the path for the public key certificate file
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add SQL Server 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 SQL Server Endpoints for Power Pivot

After connecting to SQL Server, 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 SQL Server connection (e.g. SQL1) 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 SQL Server data from Power Pivot.

Import SQL Server 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 SQL Server data in Power Pivot.

   

Free Trial & More Information

If you are interested in connecting to your SQL Server 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.