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URL: https://www.cdata.com/kb/tech/adobecommerce-cloud-power-query.rst

⇱ Work with Live Adobe Commerce Data in Power Query


Work with Live Adobe Commerce Data in Power Query

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to Adobe Commerce data and work with live Adobe Commerce data in Microsoft Power Query.

Power Query is a data transformation and data preparation engine. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Adobe Commerce data from Power Query. This article shows how to connect to Connect AI from Power Query through Microsoft Excel and get live access to Adobe Commerce data for transformation and preparation.

CData Connect AI provides a pure SQL, cloud-to-cloud interface for Adobe Commerce, allowing you to easily integrate with live Adobe Commerce data in Power Query β€” without replicating the data. CData Connect AI looks exactly like a SQL Server database to Power Query and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Adobe Commerce, leveraging server-side processing to quickly return Adobe Commerce data.

Configure Adobe Commerce Connectivity for Power Query

Connectivity to Adobe Commerce from Power Query is made possible through CData Connect AI. To work with Adobe Commerce data from Power Query, we start by creating and configuring a Adobe Commerce connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Adobe Commerce" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Adobe Commerce.

    Adobe Commerce uses the OAuth 1 authentication standard. To connect to the Adobe Commerce REST API, obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Adobe Commerce system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

    You will also need to provide the URL to your Adobe Commerce system. The URL depends on whether you are using the Adobe Commerce REST API as a customer or administrator.

    • Customer: To use Adobe Commerce as a customer, make sure you have created a customer account in the Adobe Commerce homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Adobe Commerce system.

    • Administrator: To access Adobe Commerce as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

      If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Adobe Commerce Connection page and update the User-based permissions. πŸ‘ Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. πŸ‘ Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Adobe Commerce data from Power Query.

Working with Live Adobe Commerce Data in Power Query

With the connection to Connect AI configured, you are ready to work with live Adobe Commerce data in Power Query.

  1. In Microsoft Excel, open the Power Query Editor (from the Data ribbon, click Get Data -> Launch Power Query Editor) πŸ‘ Opening the Power Query Editor
  2. Click New Source -> SQL Server πŸ‘ Creating a new SQL Server Source
  3. In the SQL Server database modal:
    • Set Server to tds.cdata.com,14333
    • (Optional) Set Database to the name of the Adobe Commerce connection (e.g. Adobe Commerce1 )
    πŸ‘ Configuring the Server
  4. In the SQL Server credentials modal, select "Database" and
    • Set User to your Connect AI username (e.g. [email protected] )
    • Set Password to the PAT for the above user
    πŸ‘ Configuring the credentials
  5. Click Connect
  6. Select the table(s) you wish to work with in the Navigator and click "OK" πŸ‘ Selecting the table(s) (Salesforce is shown)

At this point, you have live access to Adobe Commerce data from Power Query for transformation and preparation.

πŸ‘ Working with data in Power Query (Salesforce is shown)

SQL Access to Adobe Commerce Data

Now you have a direct connection to live Adobe Commerce data from Microsoft Power Query. You can create more connections and transform and preparte your data to better drive business β€” all without replicating Adobe Commerce data.

To get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.