Integrate Excel Online Data in Pentaho Data Integration

The CData JDBC Driver for Excel Online enables access to live data from data pipelines. Pentaho Data Integration is an Extraction, Transformation, and Loading (ETL) engine that data, cleanses the data, and stores data using a uniform format that is accessible.This article shows how to connect to Excel Online data as a JDBC data source and build jobs and transformations based on Excel Online data in Pentaho Data Integration.

Configure to Excel Online Connectivity

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.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Excel Online JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.excelonline.jar

Fill in the connection properties and copy the connection string to the clipboard.

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Below is a typical JDBC URL:

jdbc:excelonline:InitiateOAuth=GETANDREFRESH;

Save your connection string for use in Pentaho Data Integration.

Connect to Excel Online from Pentaho DI

Open Pentaho Data Integration and select "Database Connection" to configure a connection to the CData JDBC Driver for Excel Online

1. Click "General"
2. Set Connection name (e.g. Excel Online Connection)
3. Set Connection type to "Generic database"
4. Set Access to "Native (JDBC)"
5. Set Custom connection URL to your Excel Online connection string (e.g.
   

   jdbc:excelonline:InitiateOAuth=GETANDREFRESH;

6. Set Custom driver class name to "cdata.jdbc.excelonline.ExcelOnlineDriver" 👁 Configuring the JDBC Driver connection.
   
7. Test the connection and click "OK" to save. 👁 Saving the connection.
   

Create a Data Pipeline for Excel Online

Once the connection to Excel Online is configured using the CData JDBC Driver, you are ready to create a new transformation or job.

1. Click "File" >> "New" >> "Transformation/job"
2. Drag a "Table input" object into the workflow panel and select your Excel Online connection. 👁 Configuring the Table input object
   
3. Click "Get SQL select statement" and use the Database Explorer to view the available tables and views. 👁 Selecting data (QuickBooks Online is shown).
   
4. Select a table and optionally preview the data for verification. 👁 Previewing the data (QuickBooks Online is shown).
   

At this point, you can continue your transformation or jb by selecting a suitable destination and adding any transformations to modify, filter, or otherwise alter the data during replication.

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Excel Online and start working with your live Excel Online data in Pentaho Data Integration today.