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Use the API Server and MYOB AccountRight ADO.NET Provider to Access MYOB AccountRight Data in Microsoft PowerPivot
Use the API Server to connect to live MYOB AccountRight data in the PowerPivot business intelligence tool.
This article will explain how to use the API Server and the ADO.NET Provider for MYOB AccountRight (or any of 200+ other ADO.NET Providers) to provide MYOB AccountRight 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 MYOB AccountRight data in Power Pivot.
Set Up the API Server
Follow the steps below to begin producing secure MYOB AccountRight 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 MYOB AccountRight
After you deploy the API Server and the ADO.NET Provider for MYOB AccountRight, provide authentication values and other connection properties needed to connect to MYOB AccountRight by clicking Settings -> Connections and adding a new connection in the API Server administration console.
These properties are required when connecting to a company file (both for Cloud and On-Premise instances).
- CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
- User: The username associated with your company file.
- Password: The password associated with your company file.
Connecting to a Cloud Instance
To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.
Connecting to an On-Premise instance:
When connecting to an on-premise instance, set the following connection property in addition to those above:
- InitiateOauth: Set this to OFF.
- Url: The Url of your MYOB instance.
You can then choose the MYOB AccountRight 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 MYOB AccountRight Tables in Power Pivot
Follow the steps below to import tables that can be refreshed on demand:
- In Excel, click the PowerPivot Window icon in the PowerPivot tab to open PowerPivot.
- Click Home -> Get External Data -> From Data Service -> From OData Data Feed.
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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.
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In the Base URL box, enter the OData URL of the CData API Server. For example, http://localhost:8032/api.rsc.
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Select which tables you want to import and click Finish.
You can now work with MYOB AccountRight data in Power Pivot.
