Use the CData ODBC Driver for Oracle Service Cloud in Microsoft Power Query

The CData ODBC Driver for Oracle Service Cloud enables you to link to Oracle Service Cloud data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Oracle Service Cloud data into Microsoft Power Query.

Connect to Oracle Service Cloud 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.

Using Basic Authentication

You must set the following to authenticate to Oracle Service Cloud:

• Url: The Url of the account to connect to.
• User: The username of the authenticating account.
• Password: The password of the authenticating account.

Import Oracle Service Cloud Data

Follow the steps below to import Oracle Service Cloud data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver: Provider=MSDASQL.1;Persist Security Info=False;DSN=CData OracleServiceCloud Source

3. Enter the SELECT statement to import data with. For example:

   SELECT Id, LookupName FROM Accounts WHERE DisplayOrder = 12

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.