Use the CData ODBC Driver for Vault CRM in Microsoft Power Query

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

Connect to Vault CRM 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.

You are ready to connect after specifying the following connection properties:

• Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
• User: The username you use to login to your account.
• Password: The password you use to login to your account.

Import Vault CRM Data

Follow the steps below to import Vault CRM 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 VaultCRM Source

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

       SELECT ProductId, ProductName FROM NorthwindProducts WHERE CategoryId = 5
       

   

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.