Use the CData ODBC Driver for Lakebase in Microsoft Power Query

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

Connect to Lakebase 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.

To connect to Databricks Lakebase, start by setting the following properties:

• DatabricksInstance: The Databricks instance or server hostname, provided in the format instance-abcdef12-3456-7890-abcd-abcdef123456.database.cloud.databricks.com.
• Server: The host name or IP address of the server hosting the Lakebase database.
• Port (optional): The port of the server hosting the Lakebase database, set to 5432 by default.
• Database (optional): The database to connect to after authenticating to the Lakebase Server, set to the authenticating user's default database by default.

OAuth Client Authentication

To authenicate using OAuth client credentials, you need to configure an OAuth client in your service principal. In short, you need to do the following:

1. Create and configure a new service principal
2. Assign permissions to the service principal
3. Create an OAuth secret for the service principal

For more information, refer to the Setting Up OAuthClient Authentication section in the Help documentation.

OAuth PKCE Authentication

To authenticate using the OAuth code type with PKCE (Proof Key for Code Exchange), set the following properties:

• AuthScheme: OAuthPKCE.
• User: The authenticating user's user ID.

For more information, refer to the Help documentation.

Import Lakebase Data

Follow the steps below to import Lakebase 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 Lakebase Source

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

    SELECT ShipName, ShipCity FROM Orders WHERE ShipCountry = 'USA'
    

   👁 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.)