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

This article will explain how to use the API Server and the ADO.NET Provider for SQL Server (or any of 200+ other ADO.NET Providers) to provide SQL Server 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 SQL Server data in Power Pivot.

Set Up the API Server

Follow the steps below to begin producing secure SQL Server 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 SQL Server

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

Connecting to Microsoft SQL Server

Connect to Microsoft SQL Server using the following properties:

• Server: The name of the server running SQL Server.
• User: The username provided for authentication with SQL Server.
• Password: The password associated with the authenticating user.
• Database: The name of the SQL Server database.

Connecting to Azure SQL Server and Azure Data Warehouse

You can authenticate to Azure SQL Server or Azure Data Warehouse by setting the following connection properties:

• Server: The server running Azure. You can find this by logging into the Azure portal and navigating to "SQL databases" (or "SQL data warehouses") -> "Select your database" -> "Overview" -> "Server name."
• User: The name of the user authenticating to Azure.
• Password: The password associated with the authenticating user.
• Database: The name of the database, as seen in the Azure portal on the SQL databases (or SQL warehouses) page.

You can then choose the SQL Server 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 SQL Server 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 SQL Server data in Power Pivot.