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

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

Set Up the API Server

Follow the steps below to begin producing secure Drift 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 Drift

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

Start by setting the Profile connection property to the location of the Drift Profile on disk (e.g. C:\profiles\Drift.apip). Next, set the ProfileSettings connection property to the connection string for Drift (see below).

Drift API Profile Settings

Drift uses OAuth-based authentication.

You must first register an application here: https://dev.drift.com. Your app will be assigned a client ID and a client secret. Set these in your connection string via the OAuthClientId and OAuthClientSecret properties. More information on setting up an OAuth application can be found at https://devdocs.drift.com/docs/.

After setting the following options in the ProfileSettings connection property, you are ready to connect:

• AuthScheme: Set this to OAuth.
• OAuthClientId: Set this to the Client Id that is specified in your app settings.
• OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
• CallbackURL: Set this to the Redirect URI you specified in your app settings.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.

You can then choose the Drift 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 Drift 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 Drift data in Power Pivot.