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URL: https://www.cdata.com/kb/tech/qbonline-odbc-power-view.rst

⇱ Import and Visualize QuickBooks Online Data in Power View

Import and Visualize QuickBooks Online Data in Power View

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create data visualizations based on QuickBooks Online data in Excel.

NOTE: For Excel for the web (Excel 365) and Excel 2019 or higher, Power View is no longer supported. Microsoft encourages the use of Power BI for those users. Please read our article on working with QuickBooks Online in Power BI using our Power BI connector for more information.

You can use the built-in ODBC support in Excel to rapidly create Power View reports featuring QuickBooks Online data. This article shows how to use the Data Connection Wizard, accessible from the Data ribbon, to import QuickBooks Online data into a Power View report.

Connect to QuickBooks Online 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.

QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

See the Getting Started chapter of the help documentation for a guide to using OAuth.

When you configure the DSN, 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.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


Connect with the Data Connection Wizard

Follow the steps below to connect to the DSN from the Data Connection Wizard in Excel.

  1. In recent versions of Excel the Data Connection Wizard is not visible by default. To enable the Data Connection Wizard in Excel, go to File -> Options -> Data and under Show legacy data import wizards check the From Data Connection Wizard (Legacy).
  2. After enabling the Data Connection Wizard, on the Data tab you can click Get Data -> Legacy Wizards -> From Data Connection Wizard (Legacy).
  3. In the Data Connection Wizard, select the ODBC DSN option.
  4. Select the ODBC DSN for QuickBooks Online from the list.

  5. Select the tables you want to work with.

    If you want to import multiple tables, deselect the "Connect to a specific table" option. After you connect to the data source, you can select multiple tables: After you click Finish to close the Data Connection Wizard, select the "Enable selection of multiple tables" option in the Select Table dialog.

  6. In the Import Data dialog, select the destination for your data. For example, select the Table option and the Existing worksheet option. Then click the cell in your worksheet where results should be output.
  7. Click Insert -> Power View to create a new Power View report.

Create a Table

Tables are the starting point for charts and other representations of your data. To create a table, select a column in the field list. You can also drag and drop table names and column names onto the view.

👁 A table with a filter applied. (Salesforce is shown.)

Create Data Visualizations

On the Design tab, you can change tables into charts and other visualizations.

👁 The table of data represented as a stacked bar chart. (Salesforce is shown.)

Ready to get started?

Download a free trial of the QuickBooks Online ODBC Driver to get started:

 Download Now

Learn more:

👁 QuickBooks Online Icon
QuickBooks Online ODBC Driver

The QuickBooks Online ODBC Driver is a powerful tool that allows you to connect with live data from QuickBooks Online, directly from any applications that support ODBC connectivity.

Access QuickBooks Online data like you would a database - read, write, and update Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.