Power BI Connector for Excel Services

Build 20.0.7587

Creating the Data Source Name

This section describes how to edit the DSN configuration and then authenticate and connect to Excel Services APIs.

Editing the DSN Configuration

You can use the Microsoft ODBC Data Source Administrator to edit the DSN configuration. Note that the DSN is created during the installation process, as described in Installing the Connector.

Complete the following steps to edit the DSN configuration:

  1. Select Start > Search, and enter ODBC Data Sources in the Search box.
  2. Choose the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).
  3. Click the System DSN tab.
  4. Select the system data source and click Configure.
  5. Edit the information on the Connection tab and click OK.

This section provides the details for connecting to SharePoint Online and SharePoint On Premises.

Connecting to a Workbook

Regardless of which edition of SharePoint you are using, set File to the Excel workbook. This path is relative to the following properties:

  • Library: The Shared Documents library is used by default. You can use this property to specify another document library in your organization; for example, if you want to connect to OneDrive for Business, set this property to "Documents".
  • Folder: You can use this property to specify a path to a subfolder in a library. The path is relative to the library name specified in Library.

Connecting to Spreadsheet Data as Tables

The connector detects the available tables based on the available objects in the underlying API.

The APIs surface different API objects; select the API based on the organization of your spreadsheets and your SharePoint version:

  • OData: The OData API allows access to tables defined from Excel table objects (not ranges or spreadsheets), which you create by clicking Insert > Table in Excel. This is the default API. When connecting to the OData API, the connector may not return any tables if you do not have table objects defined in your workbook. Set UseRESTAPI to true to connect to spreadsheets or ranges as tables.
  • REST: The REST API enables access to tables defined from Excel table objects, ranges, and spreadsheets. Requesting a large number of rows from ranges and spreadsheets is restricted by the REST API, and the connector limits the number of rows returned to 100 by default. The connector also defaults to detecting column names from the first row; set Header to disable this.

With DefineTables additionally set, you can define tables based on ranges, using the Excel range syntax. A range that is too large will be restricted by the API.

See Data Model for more information on how the connector detects tables and how to query them.

Connecting to SharePoint Online

Set SharePointEdition to "SharePoint Online" and set the User and Password for an Azure Active Directory account.

Set the Url to a site collection to query workbooks in all nested subsites. Set the Url to a site to query workbooks in that site only.

URLExample URL
Sitehttps://teams.contoso.com/teamA or https://teamA.contoso.com
Site Collectionhttps://teams.contoso.com

Connecting to SharePoint On Premises

Set SharePointEdition to "SharePoint OnPremise" and set the Url to your server's name or IP address. Additionally, set SharePointVersion and the authentication values.

To authenticate to SharePoint OnPremise, set AuthScheme to the authentication type and set User and Password, if necessary.

Note: When connecting to SharePoint On-Premises 2010, you must set UseRESTAPI to true.

  • Windows (NTLM): This is the most common authentication type. As such, the connector is preconfigured to use NTLM as the default; simply set the Windows User and Password to connect.
  • Kerberos and Kerberos Delegation: To authenticate with Kerberos, set AuthScheme to NEGOTIATE. If needed, provide the User and Password properties. To use Kerberos Delegation, set AuthScheme to KERBEROSDELEGATION. KerberosKDC, KerberosSPN, and KerberosRealm enable control over the components of Kerberos authentication.
  • Forms: This allows authentication through a custom authentication method, instead of Active Directory. To use this authentication type, set AuthScheme to FORMS and set the User and Password.

Next Step

See Getting Data for the next step, which is connecting to the data that you want to work with.

Copyright (c) 2020 CData Software, Inc. - All rights reserved.
Build 20.0.7587