Build Semantic Layer Views for Excel Online Data in APOS Live Data Gateway

APOS Live Data Gateway (LDG) serves as a data connection and data transformation solution, facilitating live data connectivity and broadening data source possibilities for SAP Analytics Cloud and other SAP solutions. When integrated with CData Connect AI, users have the capability to construct semantic layer views for real-time access to Excel Online data, enabling real-time analytics on Excel Online in a manner akin to working with a relational database.

CData Connect AI offers a dedicated SQL Server interface for Excel Online, enabling data querying directly from Excel Online without the need to replicate data to a native database. With pre-optimized data processing capabilities, CData Connect AI efficiently directs all supported SQL operations, including filters and JOINs, directly to Excel Online. This harnesses server-side processing to swiftly retrieve the requested Excel Online data.

Configure Excel Online Connectivity for APOS Live Data Gateway

Connectivity to Excel Online from APOS Live Data Gateway is made possible through CData Connect AI. To work with Excel Online data from APOS Live Data Gateway, we start by creating and configuring a Excel Online connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Excel Online" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Excel Online.

   You can connect to a workbook by providing authentication to Excel Online and then setting the following properties:

   • : Set this to the name or Id of the workbook.

     If you want to view a list of information about the available workbooks, execute a query to the Workbooks view after you authenticate.

   • : Set this to true if you are connecting to a workbook in a sandbox account. Otherwise, leave this blank to connect to a production account.

   You use the OAuth authentication standard to authenticate to Excel Online. See the Getting Started section in the help documentation for a guide. Getting Started also guides you through executing SQL to worksheets and ranges.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Excel Online Connection page and update the User-based permissions. 👁 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. 👁 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 Excel Online data in the APOS Live Data Gateway.

Connecting to Excel Online & Creating a Semantic Layer View

After configuring the connection in CData Connect AI you are ready to connect to Excel Online in the Live Data Gateway Admin tool and build a semantic layer view in the Live Data Gateway Web UI.

Configuring the Connection to Excel Online

1. Log into your APOS Live Data Gateway Manager 👁 Logging into the APOS LDG Manager
   
2. If you haven't already, update your APOS LDG license file
   1. Click File -> Configurations
   2. Click on the "..." Menu for the License
   3. Select the license file from the APOS team that includes your CData Connect AI license
3. In the APOS Live Data Gateway Manager, click "Add"
4. In the APOS Live Data Gateway On the Connection tab, configure the connection:
   • Set Data Source to "Database"
   • Set Database to "JDBC Generic"
   • Set Connection String to a connection string similar to the following, using the name of the connection you configured earlier, e.g.

     jdbc:sqlserver://tds.cdata.com:14333;databaseName=ExcelOnline1

   • Set Driver Class to "com.CData.connect.Driver" (this should be set by default)
   👁 Configuring the Connection (Salesforce is shown).
   
5. Click Test Connection
6. Click Save
7. Give your connection a unique prefix (e.g. "excelonline")
8. Highlight the newly created connection and click File -> "Approve Users For Web UI" 👁 Approving Users For Web UI.
   
9. Approve the appropriate DB users to create views and click "Save" 👁 Configuring which DB users can create views.
   

At this point, we are ready to build our semantic layer view in the Live Data Gateway Web UI.

Creating a Semantic Layer View

1. In your browser, navigate to the APOS Live Data Gateway Portal
2. Select a Connection (e.g. "excelonline")
3. Set User Name and Password to your Connect AI username and PAT .
4. Click "Login" 👁 Connecting from the Web UI (Salesforce is shown).
   
5. Once connected, click "Semantic Layer" to create a new semantic layer view
6. Click "New Semantic Layer View" 👁 Adding a new semantic layer view.
   
7. Set the Semantic Layer View Prefix and Semantic Layer View Name 👁 Setting the semantic layer view prefix and name.
   
8. Click "Step 2"
9. Select the table(s) and column(s) you wish to include in your view 👁 Selecting table(s) and column(s).
   
10. Click "Step 3"
11. Select the Measures from the available table columns 👁 Selecting the measure(s).
    
12. Click "Step 5" (we skipped the "Extra Dimensions" step)
13. Add any Variable Prompts
14. Click "Step 6"
15. Define any Table Joins
16. Click "Review"
17. Review you semantic layer view and click "Save" 👁 Saving the semantic layer view.
    

With the Semantic Layer View created, you are ready to access your Excel Online data through the APOS Live Data Gateway, enabling real-time data connectivity to Excel Online data from SAP Analytics Cloud and other SAP solutions.

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