Setting Up Power Query

This article shows how to set up Power Query to access your Cezanne data from within Microsoft Excel using the API. It contains the following sections:

  1. Allowing Access to the API
  2. Check Microsoft Office Installation Type
  3. Installing Power Query
  4. Configuring Power Query in Excel

1. Allowing Access to the API

In order to use Power Query, you will first need to enable API access:

Note:

  • You can enable access for any user as an exception. However, if the user you enable has limited access to data within the system, this will not be the case with the API. Therefore you should only enable access for certain users.

2. Check Microsoft Office Installation Type

Before downloading Power Query you need to check if your Microsoft Office installation is 32-bit or 64-bit:

  1. Open Microsoft Excel and
  2. Navigate to: File >> Account >> About Excel:
2. Check Microsoft Office Installation Type

Note:

  • You should close any office application prior to installing e.g. Excel, Word, etc.

3. Installing Power Query

  1. Download the Power Query Add-In from the Microsoft website. (Make sure to choose the file which matches your Office Installation from the above step).

 

3. Installing Power Query
  1. Once downloaded, run the MSI installer and follow the setup steps:
  1. When the Install has completed, select Finish.

4. Configuring Power Query in Excel

  1. Open Excel and select Blank Workbook:
4. Configuring Power Query in Excel
  1. Select Power Query tab
  1. Select From Other Sources >> From OData Feed:
  1. Enter the OData Feed address - "https://w3.cezanneondemand.com/cezanneondemand/v2/dataservice.svc/" and click OK:
  1. Select 'Basic' from the side panel.
  2. Enter your Cezanne Username and Password.
  3. Click Save.
  1. When the OData feed loads, select one of the items from the Navigator:
  1. Click Continue to change the data privacy:
  1. Select Public and click Save:
  1. The query you have selected will now show data from the Cezanne system: