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

⇱ Analyze FreshBooks Data with Power Pivot

Analyze FreshBooks 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 FreshBooks from Power Pivot. You will use the Table Import Wizard to load FreshBooks 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 FreshBooks brings the same power and ease of use to FreshBooks data. This article uses the driver to import FreshBooks data into Power Pivot.

Connect to FreshBooks 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 FreshBooks Profile on disk (e.g. C:\profiles\FreshBooks.apip). Next, set the ProfileSettings connection property to the connection string for FreshBooks (see below).

FreshBooks API Profile Settings

Register an OAuth application in your FreshBooks Developer Dashboard to obtain a Client ID and Client Secret, and configure the redirect URI to match your application's callback URL.

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 FreshBooks DSN in the menu.

Select and Filter Tables and Views

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