Use CData Connect AI to Access MySQL Data in Microsoft Power Pivot

This article will explain how to use CData Connect AI to present MySQL data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve and edit MySQL data in Power Pivot.

Connect to MySQL from Power Pivot

To work with MySQL data from Power Pivot, we need to connect to MySQL from Connect AI, provide user access to the connection, and create a Workspace for the MySQL data.

Connect to MySQL from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

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

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

3. Enter the necessary authentication properties to connect to MySQL.

   The CData Provider supports connecting to on-premises and cloud-hosted versions of MySQL such as Amazon RDS for MySQL, Google Cloud SQL for MySQL, Azure Database for MySQL, or Oracle MySQL HeatWave. The Server and Port properties must be set to a MySQL server. If IntegratedSecurity is set to false, then User and Password must be set to valid user credentials. Optionally, Database can be set to connect to a specific database. If not set, tables from all databases will be returned.

   SSH Connectivity for MySQL

   You can use SSH (Secure Shell) to authenticate with MySQL, whether the instance is hosted on-premises or in supported cloud environments. SSH authentication ensures that access is encrypted (as compared to direct network connections).

   SSH Connections to MySQL in Password Auth Mode

   To connect to MySQL via SSH in Password Auth mode, set the following connection properties:

   • User: MySQL User name
   • Password: MySQL Password
   • Database: MySQL database name
   • Server: MySQL Server name
   • Port: MySQL port number like 3306
   • UserSSH: "true"
   • SSHAuthMode: "Password"
   • SSHPort: SSH Port number
   • SSHServer: SSH Server name
   • SSHUser: SSH User name
   • SSHPassword: SSH Password

   SSH Connections to MySQL in Public Key Auth Mode

   To connect to MySQL via SSH in Password Auth mode, set the following connection properties:

   • User: MySQL User name
   • Password: MySQL Password
   • Database: MySQL database name
   • Server: MySQL Server name
   • Port: MySQL port number like 3306
   • UserSSH: "true"
   • SSHAuthMode: "Public_Key"
   • SSHPort: SSH Port number
   • SSHServer: SSH Server name
   • SSHUser: SSH User name
   • SSHClientCret: the path for the public key certificate file
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add MySQL 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.

Configure MySQL Endpoints for Power Pivot

After connecting to MySQL, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the MySQL connection (e.g. MySQL1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to MySQL data from Power Pivot.

Import MySQL Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed 👁 Starting the OData connection.
   
2. Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}) 👁 The URL of the OData endpoint for Connect AI.
   
3. On the next screen, select Basic and configure the username and password. Password will be your PAT. 👁 Authenticating with Connect AI
   

4. Select the tables that you would like to import into Excel 👁 Selecting tables (Salesforce is shown.)
   

5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet 👁 Loading tables (Salesforce is shown.)
   

6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. 👁 Loading data into Power Pivot (Salesforce is shown.)
   This can now work with your MySQL data in Power Pivot.

   👁 The Pivot Table that is consuming OData feeds from Connect AI. (Salesforce is shown.)
   

Free Trial & More Information

If you are interested in connecting to your MySQL data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect AI today! For more information on Connect AI and to see what other data sources we support, refer to our CData Connect AI page.