Use the Connect Server to Access SharePoint Excel Services Data in Microsoft Power Pivot

This article will explain how to use the Connect Server to provide SharePoint Excel Services 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 SharePoint Excel Services data in Power Pivot.

Connect to SharePoint Excel Services from Power Pivot

To work with live SharePoint Excel Services data in Power Pivot, we need to connect to SharePoint Excel Services from Connect Server, provide user access to the new virtual database, and create OData endpoints for the SharePoint Excel Services data.

Add a Connect Server User

Create a User to connect to SharePoint Excel Services from Power Pivot 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 SharePoint Excel Services 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 "SharePoint Excel Services" from Available Data Sources
3. Enter the necessary authentication properties to connect to SharePoint Excel Services.

   The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

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 SharePoint Excel Services OData Endpoints in Connect Server

After connecting to SharePoint Excel Services, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the SharePoint Excel Services 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, 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.

Import SharePoint Excel Services 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. http://localhost:8080/odata.rsc)
3. On the next screen, select Basic and configure the username and password. Password should be your auth token.

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 SharePoint Excel Services data in Power Pivot.

Free Trial & More Information

If you are interested in connecting to your SharePoint Excel Services data (or data from any of our other supported data sources) from Power Pivot, 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.