Use the CData ODBC Driver for Templated in Microsoft Power Query

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

Connect to Templated 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.

To authenticate to Templated, you will need an API key. You can obtain your API key from the Templated Dashboard under the API Key tab (app.templated.io > Dashboard > API Key).

Using API Key Authentication

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Templated API key.

Example connection string:

Profile=C:\profiles\Templated.apip;AuthScheme=APIKey;ProfileSettings='APIKey=my_api_key';

Import Templated Data

Follow the steps below to import Templated 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 API Source

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

    SELECT , FROM Account WHERE = ''
    

   👁 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.)