How to connect to SQL Analysis Services 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 SQL Analysis Services data in iODBC and accessing SQL Analysis Services 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 SQL Analysis Services 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 SQL Analysis Services/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

To connect, provide authentication and set the Url property to a valid SQL Server Analysis Services endpoint. You can connect to SQL Server Analysis Services instances hosted over HTTP with XMLA access. See the Microsoft documentation to configure HTTP access to SQL Server Analysis Services.

To secure connections and authenticate, set the corresponding connection properties, below. The data provider supports the major authentication schemes, including HTTP and Windows, as well as SSL/TLS.

• HTTP Authentication

  Set AuthScheme to "Basic" or "Digest" and set User and Password. Specify other authentication values in CustomHeaders.

• Windows (NTLM)

  Set the Windows User and Password and set AuthScheme to "NTLM".

• Kerberos and Kerberos Delegation

  To authenticate with Kerberos, set AuthScheme to NEGOTIATE. To use Kerberos delegation, set AuthScheme to KERBEROSDELEGATION. If needed, provide the User, Password, and KerberosSPN. By default, the data provider attempts to communicate with the SPN at the specified Url.

• SSL/TLS:

  By default, the data provider attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store. To specify another certificate, see the SSLServerCert property for the available formats.

You can then access any cube as a relational table: When you connect the data provider retrieves SSAS metadata and dynamically updates the table schemas. Instead of retrieving metadata every connection, you can set the CacheLocation property to automatically cache to a simple file-based store.

See the Getting Started section of the CData documentation, under Retrieving Analysis Services Data, to execute SQL-92 queries to the cubes.

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 SQL Analysis Services, 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 SQL Analysis Services Sources]
Driver = CData ODBC Driver for SQL Analysis Services
User = myuseraccount
Password = mypassword
URL = http://localhost/OLAP/msmdpump.dll

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 SQL Analysis Services/lib/CData.ODBC.SSAS.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 SQL Analysis Services Source = CData ODBC Driver for SQL Analysis Services

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 SQL Analysis Services.

[CData ODBC Driver for SQL Analysis Services]
Driver = /Applications/CData ODBC Driver for SQL Analysis Services/lib/libssas.odbc.dylib

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

[ODBC Drivers]
CData ODBC Driver for SQL Analysis Services = 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 SQL Analysis Services Source.
3. Click the Test button.

Accessing SQL Analysis Services Data from Microsoft Excel

You can use the DSN configured above to access SQL Analysis Services data from Microsoft Excel.

1. Open Microsoft Excel and open a spreadsheet (new or existing).
2. Navigate to the data ribbon and select New Database Query From Database
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 SQL Analysis Services, you can easily pull your SQL Analysis Services data directly into Excel. Once there, you can leverage all of the powerful features native to Excel to analyze, report, transform your SQL Analysis Services data, and more!