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URL: https://www.cdata.com/kb/tech/smartsheet-odbc-power-query.rst

⇱ Use the CData ODBC Driver for Smartsheet in Microsoft Power Query

Use the CData ODBC Driver for Smartsheet in Microsoft Power Query

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
You can use the CData Smartsheet ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Smartsheet data into Microsoft Power Query.

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

About Smartsheet Data Integration

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

  • Read and write attachments, columns, comments and discussions.
  • View the data in individuals cells, report on cell history, and more.
  • Perform Smartsheet-specific actions like deleting or downloading attachments, creating, copying, deleting, or moving sheets, and moving or copying rows to another sheet.

Users frequently integrate Smartsheet with analytics tools such as Tableau, Crystal Reports, and Excel. Others leverage our tools to replicate Smartsheet data to databases or data warehouses.


Getting Started


Connect to Smartsheet 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.

Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, register an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

However, for testing purposes you can instead use the Personal Access Token you get when you create an application; set this to the OAuthAccessToken connection property.

Import Smartsheet Data

Follow the steps below to import Smartsheet 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 Smartsheet Source

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

     SELECT TaskName, Progress FROM Sheet_Event_Plan_Budget
    👁 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.)

Ready to get started?

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

 Download Now

Learn more:

👁 Smartsheet Icon
Smartsheet ODBC Driver

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

Access Smartsheet Sheets, Contacts, Folders, Groups, Users, etc. through a standard ODBC Driver interface.