Use the CData ODBC Driver for Certinia in Microsoft Power Query

The CData ODBC Driver for Certinia enables you to link to Certinia data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Certinia data into Microsoft Power Query.

Connect to Certinia 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.

There are several authentication methods available for connecting to Certinia: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

1. Log in to Certinia and enter "Network Access" in the Quick Find box in the setup section.
2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

1. Open the personal information page on certinia.com.
2. Click the link to reset your security token. The token will be emailed to you.
3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to Certinia Sandbox Accounts

Set UseSandbox to true (false by default) to use a Certinia sandbox account. Ensure that you specify a sandbox user name in User.

Import Certinia Data

Follow the steps below to import Certinia data using standard SQL:

1. From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.

2. Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:

   Provider=MSDASQL.1;Persist Security Info=False;DSN=CData Certinia Source

3. Enter the SELECT statement to import data with. For example:

    SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
    

   👁 The ODBC connection string and SELECT query. (Salesforce is shown.)
   

4. Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.

   👁 Tables loaded in Power Query. (Salesforce is shown.)