Use the API Server and Certinia ADO.NET Provider to Access Certinia Data in Microsoft PowerPivot

This article will explain how to use the API Server and the ADO.NET Provider for Certinia (or any of 200+ other ADO.NET Providers) to provide Certinia data as OData services and then consume the data in Microsoft Excel's PowerPivot business intelligence tool. Follow the steps below to retrieve and edit Certinia data in Power Pivot.

Set Up the API Server

Follow the steps below to begin producing secure Certinia OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Certinia

After you deploy the API Server and the ADO.NET Provider for Certinia, provide authentication values and other connection properties needed to connect to Certinia by clicking Settings -> Connections and adding a new connection in the API Server administration console.

There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

1. Open the personal information page on certinia.com.
2. Click the link to reset your security token. The token will be emailed to you.
3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to Certinia Sandbox Accounts

Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

You can then choose the Certinia entities you want to allow the API Server access to by clicking Settings -> Resources.

Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Excel.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Import Certinia Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

1. In Excel, click the PowerPivot Window icon in the PowerPivot tab to open PowerPivot.
2. Click Home -> Get External Data -> From Data Service -> From OData Data Feed.

3. Add authentication parameters. Click Advanced and set the Integrated Security option to Basic. You will need to enter the User Id and Password of a user who has access to the CData API Server. Set the password to the user's authtoken.

4. In the Base URL box, enter the OData URL of the CData API Server. For example, http://localhost:8032/api.rsc.

   

5. Select which tables you want to import and click Finish.

   

You can now work with Certinia data in Power Pivot.