Use the CData ODBC Driver for SAP SuccessFactors LMS in Microsoft Power Query

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

Connect to SAP SuccessFactors LMS 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.

SAP SuccessFactors LMS uses OAuth authentication. Before connecting, you must configure an OAuth application tied to your SAP SuccessFactors LMS account.

To establish a connection, set the following properties:

• User: Your SAP SuccessFactors LMS username.
• CompanyId: Your SAP SuccessFactors company identifier.
• Url: The SAP SuccessFactors API URL (e.g., https://api4.successfactors.com).
• OAuthClientId: The client Id assigned when you registered your custom OAuth application.
• OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.

See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

Import SAP SuccessFactors LMS Data

Follow the steps below to import SAP SuccessFactors LMS 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 SAPSuccessFactorsLMS Source

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

    SELECT ItemID, ItemTitle FROM [Admin].[Search_Service].[Items] WHERE Active = true
    

   👁 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.)