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Import and Visualize HubSpot Data in Power View
Create data visualizations based on HubSpot data in Excel.
NOTE: For Excel for the web (Excel 365) and Excel 2019 or higher, Power View is no longer supported. Microsoft encourages the use of Power BI for those users. Please read our article on working with HubSpot in Power BI using our Power BI connector for more information.
You can use the built-in ODBC support in Excel to rapidly create Power View reports featuring HubSpot data. This article shows how to use the Data Connection Wizard, accessible from the Data ribbon, to import HubSpot data into a Power View report.
Connect to HubSpot as an ODBC Data Source
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.
HubSpot uses the OAuth authentication standard. You can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app.
See the Getting Started chapter of the help documentation for a guide to using OAuth.
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.
About HubSpot Data Integration
CData provides the easiest way to access and integrate live data from HubSpot. Customers use CData connectivity to:
- Access HubSpot without worrying about API updates or changes..
- Access custom objects and fields in HubSpot with no extra configuration steps involved.
- Use SQL stored procedures to perform functional operations like uploading or downloading attachments, inserting engagements, and creating or deleting custom objects or fields.
Users frequently integrate HubSpot with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.
To learn about how other customers are using CData's HubSpot solutions, check out our blog: Drivers in Focus: Simplified HubSpot Connectivity.
Getting Started
Connect with the Data Connection Wizard
Follow the steps below to connect to the DSN from the Data Connection Wizard in Excel.
- In recent versions of Excel the Data Connection Wizard is not visible by default. To enable the Data Connection Wizard in Excel, go to File -> Options -> Data and under Show legacy data import wizards check the From Data Connection Wizard (Legacy).
- After enabling the Data Connection Wizard, on the Data tab you can click Get Data -> Legacy Wizards -> From Data Connection Wizard (Legacy).
- In the Data Connection Wizard, select the ODBC DSN option.
- Select the ODBC DSN for HubSpot from the list.
Select the tables you want to work with.
If you want to import multiple tables, deselect the "Connect to a specific table" option. After you connect to the data source, you can select multiple tables: After you click Finish to close the Data Connection Wizard, select the "Enable selection of multiple tables" option in the Select Table dialog.
- In the Import Data dialog, select the destination for your data. For example, select the Table option and the Existing worksheet option. Then click the cell in your worksheet where results should be output.
- Click Insert -> Power View to create a new Power View report.
Create a Table
Tables are the starting point for charts and other representations of your data. To create a table, select a column in the field list. You can also drag and drop table names and column names onto the view.
Create Data Visualizations
On the Design tab, you can change tables into charts and other visualizations.
Ready to get started?
Download a free trial of the HubSpot ODBC Driver to get started:
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HubSpot ODBC Driver
The HubSpot ODBC Driver is a powerful tool that allows you to connect with live HubSpot data, directly from any applications that support ODBC connectivity.
Access HubSpot like you would a database - read, write, and update Contacts, Deals, Emails, Companies, etc. through a standard ODBC Driver interface.
