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URL: https://www.cdata.com/kb/tech/elasticsearch-odbc-powerpivot.rst

⇱ Analyze Elasticsearch Data with Power Pivot

Analyze Elasticsearch Data with Power Pivot

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
This article walks you through the process of using the CData ODBC Driver for Elasticsearch from Power Pivot. You will use the Table Import Wizard to load Elasticsearch data. You can visually build the import query or use any SQL supported by the driver.

👁 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 Elasticsearch brings the same power and ease of use to Elasticsearch data. This article uses the driver to import Elasticsearch data into Power Pivot.

About Elasticsearch Data Integration

Accessing and integrating live data from Elasticsearch has never been easier with CData. Customers rely on CData connectivity to:

  • Access both the SQL endpoints and REST endpoints, optimizing connectivity and offering more options when it comes to reading and writing Elasticsearch data.
  • Connect to virtually every Elasticsearch instance starting with v2.2 and Open Source Elasticsearch subscriptions.
  • Always receive a relevance score for the query results without explicitly requiring the SCORE() function, simplifying access from 3rd party tools and easily seeing how the query results rank in text relevance.
  • Search through multiple indices, relying on Elasticsearch to manage and process the query and results instead of the client machine.

Users frequently integrate Elasticsearch data with analytics tools such as Crystal Reports, Power BI, and Excel, and leverage our tools to enable a single, federated access layer to all of their data sources, including Elasticsearch.

For more information on CData's Elasticsearch solutions, check out our Knowledge Base article: CData Elasticsearch Driver Features & Differentiators.


Getting Started


Connect to Elasticsearch 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.

Set the Server and Port connection properties to connect. To authenticate, set the User and Password properties, PKI (public key infrastructure) properties, or both. To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

The data provider uses X-Pack Security for TLS/SSL and authentication. To connect over TLS/SSL, prefix the Server value with 'https://'. Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

Once the data provider is connected, X-Pack will then perform user authentication and grant role permissions based on the realms you have configured.

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 Elasticsearch DSN in the menu.

Select and Filter Tables and Views

Follow the steps below to use the wizard to import Elasticsearch tables. As you use the wizard to select, filter, and sort columns of Elasticsearch 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 Elasticsearch 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 Elasticsearch APIs enables real-time analysis. To immediately update your workbook with any changes, click Refresh.

Ready to get started?

Download a free trial of the Elasticsearch ODBC Driver to get started:

 Download Now

Learn more:

👁 Elasticsearch Icon
Elasticsearch ODBC Driver

The Elasticsearch ODBC Driver is a powerful tool that allows you to connect with live Elasticsearch document databases, directly from any applications that support ODBC connectivity.

Access Elasticsearch like you would a database - read, write, and update through a standard ODBC Driver interface.