How to Connect to & Open SAP Ariba Procurement Data in Microsoft Excel

The CData ODBC driver for SAP Ariba Procurement uses the standard ODBC interface to link SAP Ariba Procurement data with applications like Microsoft Access and Excel. Follow the steps below to use Microsoft Query to import SAP Ariba Procurement data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet.

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

In order to connect with SAP Ariba Procurement, set the following:

• ANID: Your Ariba Network ID.
• ANID: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Buyer or Supplier API based on your business role (possible values are PurchaseOrdersBuyerAPIV1 or PurchaseOrdersSupplierAPIV1).
• Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

Authenticating with OAuth

After setting connection properties, you need to configure OAuth connectivity to authenticate.

• Set AuthScheme to OAuthClient.
• Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

  For more information on creating an OAuth application, refer to the Help documentation.

Automatic OAuth

After setting the following, you are ready to connect:

APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

When you connect, the provider automatically completes the OAuth process:

1. The provider obtains an access token from SAP Ariba and uses it to request data.
2. The provider refreshes the access token automatically when it expires.
3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.

You can then work with live SAP Ariba Procurement data in Excel.

1. In Excel, open the Data tab and choose Get Data -> From Other Sources -> From Microsoft Query.
2. Choose the SAPAribaProcurement DSN. Select the option to use Query Wizard to create/edit queries.
3. In the Query Wizard, expand the node for the table you would like to import into your spreadsheet. Select the columns you want to import and click the arrow to add them to your query. Alternatively, select the table name to add all columns for that table.
4. The Filter Data page allows you to specify criteria. For example, you can limit results by setting a date range.
5. If you want to use parameters in your query, select the option to edit the query in Microsoft Query.

6. To set a parameter in the query, you will need to modify the SQL statement directly. To do this, click the SQL button in the Query Editor. If you set filter criteria earlier, you should have a WHERE clause already in the query.

   To use a parameter, use a "?" character as the wildcard character for a field's value in the WHERE clause. For example, if you are importing the Orders, you can set "OrderStatus=?".

7. Close the SQL dialog when you are finished editing the SQL statement. You will be prompted to enter a parameter value. In the next step, you will select a cell to provide this value. So, leave the box in the dialog blank.

8. Click File -> Return Data to Microsoft Excel. The Import Data dialog is displayed. Enter a cell where results should be imported.

9. Close the Import Data dialog. You will be prompted to enter a parameter value. Click the button next to the parameter box to select a cell. Select the option to automatically refresh the spreadsheet when the value changes.