Connecting to Data Feeds with Excel

Overview

Excel connects to OData using Power Query. As of Excel 2016, this functionality is found on the Data ribbon. Older versions of Excel require the Power Query add-in. Power Query is currently not available for MacOS versions of Excel.

Considerations and caveats

Who can do this

Workplace Administrators
Enterprise Administrators
Members of groups with the Access Analytics Role

Igloo Authentication

When connecting to your digital workplace's data feeds, you must authenticate using your Igloo Authentication credentials. If you do not know what your Igloo Authentication password is, see Resetting a forgotten Igloo password.

Importing data feeds in Excel 2016 using the connection wizard

1. Select OData Feed as the data source

On the Data ribbon click New Query > From Other Sources > From OData Feed.

2. Enter the Data Feed URI

Select "Basic". Enter the digital workplace's root OData URI. This URI will take the following form:

https://{your community domain}/odata

Connecting to the root OData URI provides access to all Data Feeds.

3. Enter Igloo Authentication credentials

Select "Basic" Authentication. Enter valid Igloo Authentication credentials, and click "Connect"

4. Select the desired tables

Click "Select multiple items" to allow the selection of multiple tables.

5. Edit the selected tables

Click "Edit" to modify the selected tables prior to them being imported. Power Query Editor provides the ability to manipulate and join the selected tables.

6. Save your Queries (optional)

Saving a Query allows it to be used again in the future without having to redo any edits.

In Power Query Editor, select the "View" tab. Click "Advanced Editor" and copy the Query to a text file. Each table will have its own Query that can be saved.

7. Load the selected tables

Click "Close & Load" located on the "Home" ribbon, and select "Close & Load to...". Select the desired form of data and then click "OK".

Importing data feeds in prior versions of Excel using the connection wizard

If Power Query does not appear as a ribbon it may not be installed. You will need to Download Microsoft Power Query.

On the Power Query ribbon, click Get Data > From Other Sources > From OData Feed.

Importing data feeds using an existing Query

1. Select Blank Query as the data source

On the Data ribbon click "Get Data", select "From Other Sources", and then select "From OData Feed".

2. Open the Advanced Editor, and copy the Query into the text box

Select "View", and click "Advanced Editor". Copy the text of the save Query into the text box, and click "Done".

3. Authenticate using Igloo Authentication credentials

If an existing session does not exist a prompt to authenticate will be presented. Click "Edit Credentials". Select "Basic" Authentication. Enter valid Igloo Authentication credentials, and click "Connect"

4. Load the Query results