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Import REST Data into Microsoft Power Query
The CData API Server offers standards-based Web service endpoints that allow a variety of applications to access REST data. In this article, you will use the OData format to import REST data into Microsoft Power Query.
The API Server, when paired with the ADO.NET Provider for REST (or any of 200+ other ADO.NET Providers), enables you to use Web services to connect to and query REST data. This article details how to import an OData feed of REST data into Microsoft Power Query.
Set Up the API Server
Follow the steps below to begin producing secure REST 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 REST
After you deploy the API Server and the ADO.NET Provider for REST, provide authentication values and other connection properties needed to connect to REST by clicking Settings -> Connections and adding a new connection in the API Server administration console.
See the Getting Started chapter in the data provider documentation to authenticate to your data source: The data provider models REST APIs as bidirectional database tables and XML/JSON files as read-only views (local files, files stored on popular cloud services, and FTP servers). The major authentication schemes are supported, including HTTP Basic, Digest, NTLM, OAuth, and FTP. See the Getting Started chapter in the data provider documentation for authentication guides.
After setting the URI and providing any authentication values, set Format to "XML" or "JSON" and set DataModel to more closely match the data representation to the structure of your data.
The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.
- Document (default): Model a top-level, document view of your REST data. The data provider returns nested elements as aggregates of data.
- FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
- Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.
See the Modeling REST Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.
You can then choose the REST entities you want to allow the API Server access to by clicking Settings -> Resources.
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.
Connect to REST Data from Power Query
Follow the steps below to import tables that can be refreshed on demand:
- Configure the API Server to use a version of the OData protocol that is recognized by Power Query. In the API Server administration console, click Settings -> Server and change the value of the Default Version property to 3.0.
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From the ribbon in Excel, click Power Query -> From Other Data Sources -> From OData Feed, and enter the OData URL:
https://your-server:8032/api.rsc
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In the next step of the wizard, define authentication credentials and set privacy levels. Select Basic authentication and enter the credentials for a user authorized to make requests. Specify the Username field and enter the user's authtoken in the Password field.
To change the authentication scheme that Power Query will use, click Power Query -> Data Source Settings. Select the OData feed from the list and then click Edit Credential. Select the privacy level from the menu on the Data Source Settings page.
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You can now access REST data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.
