OneDrive Connector for MS Excel
In this article you will learn how to integrate Using OneDrive Connector you will be able to connect, read, and write data from within MS Excel. Follow the steps below to see how we would accomplish that. The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
Connect to OneDrive in other apps
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Create ODBC Data Source (DSN) based on ZappySys API Driver
Step-by-step instructions
To get data from OneDrive using MS Excel we first need to create a DSN (Data Source) which will access data from OneDrive. We will later be able to read data using MS Excel. Perform these steps:
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Install ZappySys ODBC PowerPack.
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Open ODBC Data Sources (x64):
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Create a User Data Source (User DSN) based on ZappySys API Driver
ZappySys API DriverYou should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version. -
When the Configuration window appears give your data source a name if you haven't done that already, then select "OneDrive" from the list of Popular Connectors. If "OneDrive" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
OneDriveDSNOneDrive -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-register-app-v2. [API Help..]
Steps to get OneDrive Credentials
Firstly, login into Azure Portal and there create an OAuth application:
- Go to Azure Portal and login there.
- Then go to Azure Active Directory.
- On the left side click menu item App registrations
- Then proceed with clicking New registration.
- Enter a name for your application.
- Select one of Accounts in this organizational directory only as supported account type to access data in your company.
- In Redirect URI section leave option selected at Web.
- In nearby textbox enter https://login.microsoftonline.com/common/oauth2/nativeclient as Redirect URI or any other valid redirect URL, e.g. https://zappysys.com/oauth
- Use this Redirect URI in Redirect URL grid row.
- Copy Application (client) ID and paste it into API Connection Manager configuration grid in Client ID row.
- Then click on Endpoints link and copy first URL to Authorization URL and second one to Token URL in configuration grid. Usually they look similar to these:
- https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/authorize
- https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token
- https://login.microsoftonline.com/common/oauth2/v2.0/authorize
- https://login.microsoftonline.com/common/oauth2/v2.0/token
- Close "Endpoints" and create a Client Secret by clicking Certificates & secrets.
- Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
- Use these scopes in Scopes field: offline_access Files.Read Files.Read.All Files.ReadWrite Files.ReadWrite.All openid profile User.Read email
- Click Generate Token to generate tokens.
NOTE: If you are planning to use your current data connection/token for automated processes, we recommend that you use a generic account for token generation when the login box appears (e.g. sales_automation@mycompany.com instead of bob_smith@mycompany.com). When you use a personal account which is tied to a specific employee profile and that employee leaves the company, the token may become invalid and any automated processes using that token will fail. Another potentially unwanted effect of using a personal token is incorrect logging; the API calls (e.g. Read, Edit, Delete, Upload) made with that token will record the specific user as performing the calls instead of an automated process.
- That's it!
Fill in all required parameters and set optional parameters if needed:
OneDriveDSNOneDriveUser Credentials [OAuth]https://graph.microsoft.com/v1.0Required Parameters Authorization URL Fill in the parameter... Token URL Fill in the parameter... Client ID Fill in the parameter... Scope Fill in the parameter... Optional Parameters Client Secret Fill in the parameter... Refresh Token File Path Fill in the parameter... ReturnUrl Fill in the parameter... RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... Login Prompt Option Fill in the parameter... Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed) Fill in the parameter... Extra Headers (e.g. Header1:AAA||Header2:BBB) Fill in the parameter... OAuth App must be created in Microsoft Azure AD. These settings typically found here https://docs.microsoft.com/en-us/graph/auth-v2-service [API Help..]
Steps to get OneDrive Credentials
Firstly, login into Azure Portal and there create an OAuth application:
- Go to Azure Portal and login there.
- Then go to Azure Active Directory.
- On the left side click menu item App registrations
- Then proceed with clicking New registration.
- Enter a name for your application.
- Select one of Accounts in this organizational directory only as supported account type to access data in your company.
- In Redirect URI section leave option selected at Web.
- Copy Application (client) ID and paste it into API Connection Manager configuration grid in Client ID row.
- Then click on Endpoints link and copy second, Token, URL to Token URL field in configuration grid. Usually they look similar to these:
- https://login.microsoftonline.com/daed1250-xxxx-xxxx-xxxx-ef0a982d3d1e/oauth2/v2.0/token
- https://login.microsoftonline.com/common/oauth2/v2.0/token
- Close "Endpoints" and create a Client Secret by clicking Certificates & secrets.
- Proceed by clicking New client secret and setting expiration period. Copy the client secret and paste it into configuration grid in Client Secret row.
- Go to API Permissions section and add Microsoft Graph permissions. Then and add Drive permissions, e.g. Files.Read.All, Files.ReadWrite.All.
- Use these scopes in Scopes field: offline_access Files.Read Files.Read.All Files.ReadWrite Files.ReadWrite.All openid profile User.Read email
- Finally, Grant admin consent for your domain for your permissions.
- That's it!
Fill in all required parameters and set optional parameters if needed:
OneDriveDSNOneDriveApplication Credentials [OAuth]https://graph.microsoft.com/v1.0Required Parameters Token URL Fill in the parameter... Client ID Fill in the parameter... Client Secret Fill in the parameter... Optional Parameters Scope Fill in the parameter... RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... Search Option For Non-Indexed Fields (Default=Blank - Search Only Indexed) Fill in the parameter... Extra Headers (e.g. Header1:AAA||Header2:BBB) Fill in the parameter... -
Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
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Click OK to finish creating the data source.
Video instructions
Read data in Excel from the DSN
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In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:
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A small window opens, then simply select the data source you created in previous steps:
OneDriveDSN -
Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:
OneDriveDSN -
Finally, you will be asked to select a table or view to get data from. Select one and load the data!
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Finally, finally, use data extracted from OneDrive API in an Excel worksheet:
Advanced topics
Create Custom Stored Procedure in ZappySys Driver
You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.
Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
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Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
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Enter the desired Procedure name and click on OK:
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Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
CREATE PROCEDURE [usp_get_orders] @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
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That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
Exec usp_get_orders '1996-01-01';
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Create Custom Virtual Table in ZappySys Driver
ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.
If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.
Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.
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Go to Custom Objects Tab and Click on Add button and Select Add Table:
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Enter the desired Table name and click on OK:
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And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
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Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
SELECT "ShipCountry", "OrderID", "CustomerID", "EmployeeID", "OrderDate", "RequiredDate", "ShippedDate", "ShipVia", "Freight", "ShipName", "ShipAddress", "ShipCity", "ShipRegion", "ShipPostalCode" FROM "Orders" Where "ShipCountry"='USA'
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That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
SELECT * FROM "vt__usa_orders_only"
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Actions supported by OneDrive Connector
OneDrive Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description |
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DriveId |
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Parameter | Description |
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DriveId |
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Parameter | Description | ||||||||
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DriveId |
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FolderId or Path |
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Parameter | Description | ||||||||||||||||||||
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Record Filter (Client Side) |
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DriveId |
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Search Type (Default=Recursive) |
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Search Path (Default=Root Folder) |
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Order By Field(s) - Only for Recursive SearchType |
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Parameter | Description |
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DriveId |
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Parameter | Description |
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DriveId |
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FileId |
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Parameter | Description | ||||||
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DriveId |
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FileId |
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SheetId |
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AutoDetectByValue |
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Parameter | Description |
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DriveId |
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FileId |
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SheetId |
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Range |
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Parameter | Description |
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DriveId |
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FileId |
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Parameter | Description |
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DriveId |
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SourceFilePath |
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TargetFilePath |
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Parameter | Description |
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DriveId |
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ItemId |
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Parameter | Description |
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Url |
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Body |
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IsMultiPart |
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Filter |
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Headers |
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OneDrive Connector Examples for MS Excel Connection
This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.
List drives [Read more...]
Lists all drives
SELECT * FROM Drives
Get drive [Read more...]
Gets info about drive
SELECT * FROM get_drive
WITH (DriveId='b!GtLQTMU726XXXXY5F2BBNi14')
--You can get DriveId by selecting from 'Drives' table.
List root [Read more...]
Lists items at a root level
SELECT * FROM list_root
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wa')
--You can get DriveId by selecting from 'Drives' table.
List items in a folder (Non-Recursive) [Read more...]
Lists items in a folder
SELECT *
FROM list_folder
WITH(
Filter='$.value[*]' --list both files and folders
--Filter='$.value[?(@.file.mimeType != null)]' --list only files
--Filter='$.value[?(@.folder.childCount != null)]' --list only folders
,DriveId='b!0zqXLXXJh0uUMzl-JXAd9Ztngc-5utVDqRyD2lKpD2535-11HLQTR5z4hOzmA7Q0'
--,FolderId='01R65QTTUIVFJ6HVJ2WBC37KCAOQRKX7PP' --exact Id of Folder
--,FolderId='root' --default is root if FolderId is not passed
--,FolderId='root:/Documents/My Projects:'
--,FolderId='root:/Documents/My Projects/Sample Project:'
)
--You can get DriveId by selecting from 'Drives' table.
--You can get FolderId by selecting from 'list_root' table OR selection from 'list_folder'.
List files in a folder path (Recursive) [Read more...]
Use list_files endpoint to list files recursivly (list from child folder). However there are some limitations to list recursively, such as some new files may not appear right away or files not indexed wont show up.
SELECT * FROM list_files
WITH(
Filter='$.value[*]' --list both files and folders
--Filter='$.value[?(@.file.mimeType != null)]' --list only files
--Filter='$.value[?(@.folder.childCount != null)]' --list only folders
,DriveId='b!GtLN726LE0eY5F2BBNi14wMKmwdpCDFMn1d71ra11GuQ4DORpHy-Sa5UzSpkaY9E'
--,SearchPath='/root:/myfolder:' --folder path
,SearchPath='/root:/myfolder/subfolder:' --folder path nested
,OrderBy='lastModifiedDateTime desc'
)
--You can get DriveId by selecting from 'Drives' table.
--You can get SearchPath by selecting from 'list_root' table OR selection from 'list_folder'.
List folders in a folder [Read more...]
Lists folders in a folder
SELECT * FROM list_folder
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wa',
FolderId='atLNa26LE0eYFa2BeNi1awa',
Filter='$.value[?(@.folder)]')
--You can get DriveId by selecting from 'Drives' table.
--You can get FolderId by selecting from 'list_root' table OR selection from 'list_folder'.
List files in a folder [Read more...]
Lists files in a folder
SELECT * FROM list_folder
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14wa',
FolderId='atLNa26LE0eYFa2BeNi1awa',
Filter='$.value[?(@.file)]')
--You can get DriveId by selecting from 'Drives' table.
--You can get FolderId by selecting from 'list_root' table OR selection from 'list_folder'.
List Excel files [Read more...]
Lists Excel files in a specified drive
SELECT * FROM list_excel_files
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14')
--You can get DriveId by selecting from 'list_drives' endpoint.
List Excel file Worksheets [Read more...]
Enumerates Worksheets that are part of Excel file
SELECT * FROM list_excel_worksheets
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
,FileId='01SUOJPKECYDDVFZWXXXXXXXXXXXXXXXXX')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.
--FileId can be retrieved by selecting from 'list_excel_files' endpoint.
Read Excel Worksheet data - Auto Detect Range [Read more...]
Reads an Excel file without supplying Cell Address Range (It auto detects based on first and last cell)
SELECT * FROM get_excel_worksheet_autodetect
WITH (
DriveId='b!GtLN726LE-XXXXXXXXXXX'
,FileId='01SUOJPFXXXXXXXXXXXXXXXXXX'
,SheetId='Sheet1' --Id or Name
,AutoDetectByValue='true'
,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
)
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
Read Excel Worksheet data for a specified Cell Address Range [Read more...]
Reads an Excel file from a specified Cell Range. To automatically read without cell range use other endpoint get_excel_worksheet_autodetect
SELECT * FROM get_excel_worksheet
WITH (
DriveId='b!GtLN726LE-XXXXXXXXXXX'
,FileId='01SUOJPFXXXXXXXXXXXXXXXXXX'
,SheetId='Sheet1' --Id or Name
,Range='A1:K10000'
,ArrayTransEnableCustomColumns='True' --set this to False if No header in first row
)
--DriveId can be retrieved by selecting from 'Drives' table.
--FileId can be retrieved by selecting from 'list_files' endpoint.
--SheetId can be retrieved by downloading Excel file and discovering what sheets exist or by selecting from 'list_excel_worksheets' endpoint.
--Range should be set to Excel-type of range where data is located.
Upload a file [Read more...]
Uploads a file to a OneDrive
SELECT * FROM upload_file
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
,SourceFilePath='C:\My files\Employees\List.xls'
,TargetFilePath='Uploads/Employees/List.xls')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.
Download a file [Read more...]
Downloads a file from OneDrive
SELECT * FROM download_file
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
,FileId='01SUOJPKHXMPKD2UXXXXXXXXXXXXXXXXXX'
,TargetFilePath='C:\My files\Employees\List.xlsx')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.
--FileId can be retrieved by selecting from 'list_files' endpoint.
Delete a file/folder [Read more...]
Deletes a file or folder in OneDrive
SELECT * FROM delete_item
WITH (DriveId='b!GtLN726LE0eY5F2BBNi14'
,ItemId='01SUOJPKHXMPKD2UXXXXXXXXXXXXXXXXXX')
--DriveId can be retrieved by selecting from 'list_drives' endpoint.
--FileId can be retrieved by selecting from 'list_folder' or 'list_root' endpoints.
Conclusion
In this article we discussed how to connect to OneDrive in MS Excel and integrate data without any coding. Click here to Download OneDrive Connector for MS Excel and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
Download OneDrive Connector for MS Excel
Documentation
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