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URL: https://www.cdata.com/kb/tech/saparibaprocurement-cloud-excel-desktop.rst

⇱ Access Live SAP Ariba Procurement Data in Excel (Desktop) via Connect AI


Access Live SAP Ariba Procurement Data in Excel (Desktop) via Connect AI

πŸ‘ Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to gain access to live SAP Ariba Procurement data from your Excel spreadsheets.

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to SAP Ariba Procurement data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to SAP Ariba Procurement in your Connect AI instance and access live SAP Ariba Procurement data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for SAP Ariba Procurement, allowing you to easily access live SAP Ariba Procurement data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to SAP Ariba Procurement, leveraging server-side processing to quickly return SAP Ariba Procurement data.

This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure SAP Ariba Procurement Connectivity for Excel

Connectivity to SAP Ariba Procurement from Excel is made possible through CData Connect AI. To work with SAP Ariba Procurement data from Excel, we start by creating and configuring a SAP Ariba Procurement connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "SAP Ariba Procurement" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to SAP Ariba Procurement.

    In order to connect with SAP Ariba Procurement, set the following:

    • ANID: Your Ariba Network ID.
    • ANID: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Buyer or Supplier API based on your business role (possible values are PurchaseOrdersBuyerAPIV1 or PurchaseOrdersSupplierAPIV1).
    • Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

    Authenticating with OAuth

    After setting connection properties, you need to configure OAuth connectivity to authenticate.

    • Set AuthScheme to OAuthClient.
    • Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

      For more information on creating an OAuth application, refer to the Help documentation.

    Automatic OAuth

    After setting the following, you are ready to connect:

      APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

    When you connect, the provider automatically completes the OAuth process:

    1. The provider obtains an access token from SAP Ariba and uses it to request data.
    2. The provider refreshes the access token automatically when it expires.
    3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add SAP Ariba Procurement Connection page and update the User-based permissions. πŸ‘ Updating permissions

With the connection configured, you are ready to connect to SAP Ariba Procurement data from Excel.

Access Live SAP Ariba Procurement Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live SAP Ariba Procurement data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect AI Add-In and install the Add-in. πŸ‘ Install the Add-In
  4. Click Data and open the CData Connect AI Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance πŸ‘ Authorizing the Add-In
  6. In the CData Connect AI panel in Excel, click Import πŸ‘ CData Connect AI panel in Excel
  7. Choose a Connection (e.g. SAPAribaProcurement1), Table (e.g. Orders), and Columns to import πŸ‘ CData Connect AI panel in Excel
  8. Optionally add Filters, Sorting, and a Limit πŸ‘ Choosing a Connection, Table, and Columns
  9. Click Execute to import the data πŸ‘ Executing the Query

Live Access to SAP Ariba Procurement Data from Cloud Applications

Now, you have a direct, cloud-to-cloud connection to live SAP Ariba Procurement data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

πŸ‘ Imported data (Salesforce is shown)

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.