Analyze BambooHR Data with Power Pivot

👁 The data source modeled as tables.

The ODBC protocol is used by a wide variety of Business Intelligence (BI) and reporting tools to get access to different databases. The CData ODBC Driver for BambooHR brings the same power and ease of use to BambooHR data. This article uses the driver to import BambooHR data into Power Pivot.

Connect to BambooHR as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Start by setting the Profile connection property to the location of the BambooHR Profile on disk (e.g. C:\profiles\bamboohr.apip). Next, set the ProfileSettings connection property to the connection string for BambooHR (see below).

BambooHR API Profile Settings

In order to authenticate to BambooHR, you'll need to provide your API Key. To generate an API key, log in and click your name in the upper right-hand corner of any page to get to the user context menu. If you have sufficient permissions, there will be an "API Keys" option in that menu to go to the page, where you can create a new API Key. Additionally, set the Domain, found in the domain name of your BambooHR account. For example if your BambooHR account is acmeinc.bamboohr.com, then the Domain should be 'acmeinc'. Set both the API Key and Domain in the ProfileSettings property to connect.

Connect from Power Pivot

Follow the steps below to connect to the DSN in Power Pivot.

1. In Excel, click the Power Pivot Window icon on the Power Pivot tab to open Power Pivot.
2. Launch the Table Import Wizard: Click the Get External Data from Other Data Sources button.
3. Select the OLEDB/ODBC source option.
4. Click Build to open the Data Link Properties dialog.
5. In the Provider tab, select the Microsoft OLEDB Provider for ODBC Drivers option.
6. In the Connection tab, select the Use Data Source Name option and then select the BambooHR DSN in the menu.

Select and Filter Tables and Views

Follow the steps below to use the wizard to import BambooHR tables. As you use the wizard to select, filter, and sort columns of BambooHR tables, Power Pivot generates the query to be executed.

1. After selecting the DSN in the Table Import Wizard, select the option to select from a list of tables.

2. Click Preview & Filter to select specific columns, sort data, and visually build filters. To include or exclude columns, select and clear the option next to the column name.

   To filter based on column values, click the down arrow button next to the column name. In the resulting dialog, select or clear the column values you want to filter. Alternatively, click Number Filters or Text Filters and then select a comparison operator. In the resulting dialog, build the filter criteria.

3. Return to the Select Tables and Views page of the wizard. You can access filters by clicking the Applied Filters link in the Filter Details column.

👁 The data source modeled as tables.

Import and Filter with SQL

You can also import with an SQL query. The driver supports the standard SQL, allowing Excel to communicate with BambooHR APIs.

1. After selecting the DSN in the Table Import Wizard, select the option to write a query.

2. In the SQL Statement box, enter the query. Click Validate to check that the syntax of the query is valid. Click Design to preview the results and adjust the query before import.

   👁 The query to be used to import the data.
   
3. Finish the wizard to import the data for your chosen query.

👁 The imported data.

Refresh On Demand

Connectivity to BambooHR APIs enables real-time analysis. To immediately update your workbook with any changes, click Refresh.