How to connect to Bitbucket Data from MS Excel on Mac OS X

Microsoft Excel features calculations, graphing tools, pivot tables, and a macro programming language that allows users to work with data in many of the ways that suit their needs, whether on a Windows machine or a Macintosh machine. This article walks through creating a DSN for Bitbucket data in iODBC and accessing Bitbucket data in Microsoft Excel, all on a machine running Mac OS X.

Installing the CData ODBC Drivers on Mac OS X

The CData ODBC Driver for Bitbucket is preconfigured for the iODBC driver manager, as are many other products like Microsoft Excel. This makes the driver easy to use with these tools.

Licensing the Driver

In a terminal run the following commands to license the driver. To activate a trial license, omit the key input.

cd "/Applications/CData ODBC Driver for Bitbucket/bin"
sudo ./install-license <key>

Defining a DSN for iODBC with odbc.ini

You can define ODBC data sources in sections in the odbc.ini file. User data sources can only be accessed by the user account whose home folder the odbc.ini is located in. System data sources can be accessed by all users. You can find the correct odbc.ini in the following paths:

Modifying iODBC's system-wide settings requires elevated permissions; to do so, you can use following to open a text editor from the terminal:

sudo nano /Library/ODBC/odbc.ini

For most queries, you must set the Workspace. The only exception to this is the Workspaces table, which does not require this property to be set, as querying it provides a list of workspace slugs that can be used to set Workspace. To query this table, you must set Schema to 'Information' and execute the query SELECT * FROM Workspaces>.

Setting Schema to 'Information' displays general information. To connect to Bitbucket, set these parameters:

• Schema: To show general information about a workspace, such as its users, repositories, and projects, set this to Information. Otherwise, set this to the schema of the repository or project you are querying. To get a full set of available schemas, query the sys_schemas table.
• Workspace: Required if you are not querying the Workspaces table. This property is not required for querying the Workspaces table, as that query only returns a list of workspace slugs that can be used to set Workspace.

Authenticating to Bitbucket

Bitbucket supports OAuth authentication only. To enable this authentication from all OAuth flows, you must create a custom OAuth application, and set AuthScheme to OAuth.

Be sure to review the Help documentation for the required connection properties for you specific authentication needs (desktop applications, web applications, and headless machines).

Creating a custom OAuth application

From your Bitbucket account:

1. Go to Settings (the gear icon) and select Workspace Settings.
2. In the Apps and Features section, select OAuth Consumers.
3. Click Add Consumer.
4. Enter a name and description for your custom application.
5. Set the callback URL:
   • For desktop applications and headless machines, use http://localhost:33333 or another port number of your choice. The URI you set here becomes the CallbackURL property.
   • For web applications, set the callback URL to a trusted redirect URL. This URL is the web location the user returns to with the token that verifies that your application has been granted access.
6. If you plan to use client credentials to authenticate, you must select This is a private consumer. In the driver, you must set AuthScheme to client.
7. Select which permissions to give your OAuth application. These determine what data you can read and write with it.
8. To save the new custom application, click Save.
9. After the application has been saved, you can select it to view its settings. The application's Key and Secret are displayed. Record these for future use. You will use the Key to set the OAuthClientId and the Secret to set the OAuthClientSecret.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

In addition to the connection properties required to connect to Bitbucket, the Driver property specifies either a driver definition in the odbcinst.ini file or the path to the driver library. Place your connection properties at the beginning of odbc.ini:

[CData Bitbucket Sources]
Driver = CData ODBC Driver for Bitbucket
Workspace = myworkspaceslug
Schema = Information

If you wish to authenticate using OAuth, you will need to add an additional connection property to ensure that the OAuth flow can execute properly:

Other = CheckPromptMode=False

Mac OS validates our drivers separately so you need to copy the license file to the appropriate path as well. After you have configured odbc.ini, run the following command.

sudo cp /Applications/CData ODBC Driver for Bitbucket/lib/CData.ODBC.Bitbucket.lic /Users/<YOUR_USER>/Library/Containers/com.microsoft.Excel/Data/.cdata/

Additionally, in the ODBC Data Sources section, the DSN must be set to a driver defined in the odbcinst.ini file. For example, below is the entry for the DSN created during the driver install:

[ODBC Data Sources]
CData Bitbucket Source = CData ODBC Driver for Bitbucket

Registering a DSN for iODBC with odbcinst.ini

You may need to modify the installed driver definition if you change the path to the driver library. To register an ODBC driver, modify the odbcinst.ini file. With iODBC, drivers can be available to only one user account or drivers can be available system wide. You can find the correct odbcinst.ini in the following paths:

Drivers are defined in sections in the odbcinst.ini file. The section name specifies the name of the driver. In this section, the Driver property specifies the path to the driver library. The driver library is the .dylib file located in the lib subfolder of the installation directory, by default in /Applications/CData ODBC Driver for Bitbucket.

[CData ODBC Driver for Bitbucket]
Driver = /Applications/CData ODBC Driver for Bitbucket/lib/libbitbucket.odbc.dylib

The ODBC Drivers section must also contain a property with the driver name, set to "Installed".

[ODBC Drivers]
CData ODBC Driver for Bitbucket = Installed

Testing the Connection

You can test your connection using the iODBC administrator.

1. Open a terminal and enter the following command to start the iODBC Administrator with the necessary permissions:

   sudo /Applications/iODBC/iODBC\ Administrator64.app/Contents/MacOS/iODBC\ Administrator64
   

2. On the Users tab, select CData Bitbucket Source.
3. Click the Test button.

Accessing Bitbucket Data from Microsoft Excel

You can use the DSN configured above to access Bitbucket data from Microsoft Excel.

1. Open Microsoft Excel and open a spreadsheet (new or existing).
2. Navigate to the data ribbon, click the drop down next to "Get Data (Power Query)," and select "From Database (Microsoft Query)"
3. Select the User or System DSN that you previously configured and click OK.
4. Build your SQL query in the Microsoft Query wizard:
5. Click Return Data to execute the query and pull data into Excel.

Using the CData ODBC Driver for Bitbucket, you can easily pull your Bitbucket data directly into Excel. Once there, you can leverage all of the powerful features native to Excel to analyze, report, transform your Bitbucket data, and more!