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Use CData Connect Cloud to Access Kintone Data in Microsoft Power Pivot
Use CData Connect Cloud to connect to live Kintone data in the Power Pivot business intelligence tool.
This article will explain how to use CData Connect Cloud to present Kintone data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve and edit Kintone data in Power Pivot.
Connect to Kintone from Power Pivot
To work with Kintone data from Power Pivot, we need to connect to Kintone from Connect Cloud, provide user access to the connection, and create a Workspace for the Kintone data.
Connect to Kintone from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Kintone" from the Add Connection panel
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Enter the necessary authentication properties to connect to Kintone.
In addition to the authentication values, set the following parameters to connect to and retrieve data from Kintone:
- Url: The URL of your account.
- GuestSpaceId: Optional. Set this when using a guest space.
Authenticating with Kintone
Kintone supports the following authentication methods.
Using Password Authentication
You must set the following to authenticate:
- User: The username of your account.
- Password: The password of your account.
Using Basic Authentication
If the basic authentication security feature is set on the domain, supply the additional login credentials with BasicAuthUser and BasicAuthPassword. Basic authentication requires these credentials in addition to User and Password.
Using Client SSL
Instead of basic authentication, you can specify a client certificate to authenticate. Set SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword. Additionally, set User and Password to your login credentials.
- Click Create & Test
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Navigate to the Permissions tab in the Add Kintone Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Kintone Endpoints for Power Pivot
After connecting to Kintone, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
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Select the Kintone connection (e.g. Kintone1) and click Next.
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Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Kintone data from Power Pivot.
Import Kintone Tables in Power Pivot
Follow the steps below to import tables that can be refreshed on demand:
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In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed
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Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name})
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On the next screen, select Basic and configure the username and password. Password will be your PAT.
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Select the tables that you would like to import into Excel
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After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet
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Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model.
This can now work with your Kintone data in Power Pivot.
Free Trial & More Information
If you are interested in connecting to your Kintone data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect Cloud today! For more information on Connect Cloud and to see what other data sources we support, refer to our CData Connect Cloud page.
