Connecting to data feeds with Excel

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.

Sections in this article:

Who can do this

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

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. Open Excel.
  2. On the Data ribbon, select New Query > From Other Sources > From OData Feed.
  3. Select Basic.
  4. Enter the digital workplace's root OData URI. This URI will take the following form: https://{your community domain}/odata.
  5. Select Basic authentication.
  6. Enter valid Igloo Authentication credentials, and select Connect.
  7. Select Select multiple items to allow for the selection of multiple tables.
  8. Select Edit to modify the selected tables prior to them being imported. Power Query Editor provides the ability to manipulate and join the selected tables.
  9. (Optional) Save your query. In Power Query Editor, select the View tab. Select Advanced Editor and copy the query to a text file. Each table will have its own Query that can be saved.
  10. Select Close & Load located on the Home ribbon, and then select Close & Load to...
  11. Select the desired form of data and then select 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, select Get Data > From Other Sources > From OData Feed.

Importing data feeds using an existing Query

  1. Open Excel.
  2. On the Data ribbon select Get Data > From Other Sources > From OData Feed.
  3. Select View, and then Advanced Editor.
  4. Copy the text of your saved query into the text box, and select Done.
  5. If an existing session does not exist, you will be prompted to authenticate. To authenticate:
    1. Select Edit Credentials.
    2. Select Basic authentication.
    3. Enter valid Igloo Authentication credentials, and select Connect.
  6. On the Home ribbon, select Close & Load to...
  7. Select the desired form of data and then select OK.

Additional Resources

Internal Resources

External Resources