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Use the API Server and Unbounce ADO.NET Provider to Access Unbounce Data in Microsoft PowerPivot
Use the API Server to connect to live Unbounce data in the PowerPivot business intelligence tool.
This article will explain how to use the API Server and the ADO.NET Provider for Unbounce (or any of 200+ other ADO.NET Providers) to provide Unbounce data as OData services and then consume the data in Microsoft Excel's PowerPivot business intelligence tool. Follow the steps below to retrieve Unbounce data in Power Pivot.
Set Up the API Server
Follow the steps below to begin producing secure Unbounce 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 Unbounce
After you deploy the API Server and the ADO.NET Provider for Unbounce, provide authentication values and other connection properties needed to connect to Unbounce by clicking Settings -> Connections and adding a new connection in the API Server administration console.
Start by setting the Profile connection property to the location of the Unbounce Profile on disk (e.g. C:\profiles\Unbounce.apip).
Next, set the ProfileSettings connection property to the connection string for Unbounce (see below).
Unbounce API Profile Settings
Unbounce uses OAuth to authenticate to your data.
In order to authenticate to Unbounce, you will first need to register an OAuth application. To do so, go to https://developer.unbounce.com/getting_started/ and complete the Register OAuth Application form.
After setting the following connection properties, you are ready to connect:
- AuthScheme: Set this to OAuth.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
- OAuthClientId: Set this to the Client Id that is specified in your app settings.
- OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
- CallbackURL: Set this to the Redirect URI you specified in your app settings.
You can then choose the Unbounce 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 Unbounce 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 Unbounce data in Power Pivot.
