Smartsheet Connector for Power BI

In this article you will learn how to integrate Smartsheet data in Power BI without coding in just a few clicks (live / bi-directional connection to Smartsheet). Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding using easy to use high performance API Connector.

Using Smartsheet Connector you will be able to connect, read, and write data from within Power BI. Follow the steps below to see how we would accomplish that.

Download Documentation

Video Tutorial - Integrate Smartsheet data in Power BI

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

  • How to download / install required driver for Smartsheet integration in Power BI
  • How to configure connection for Smartsheet
  • Features about API Driver (Authentication / Query Language / Examples / Driver UI)
  • Using Smartsheet Connection in Power BI

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Smartsheet using Power BI we first need to create a DSN (Data Source) which will access data from Smartsheet. We will later be able to read data using Power BI. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys API Driver

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    You 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.
  4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Smartsheet" from the list of Popular Connectors. If "Smartsheet" 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:

    SmartsheetDSN
    Smartsheet
    ODBC DSN Template Selection

  5. 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.

    Steps how to get and use Smartsheet credentials

    OAuth Walkthrough

    Apps connect to Smartsheet using OAuth 2.0 to authenticate and authorize users. If you are building an app, this documentation will walk you through the steps you need to authenticate your users. The Smartsheet SDKs contain APIs for OAuth 2.0.

    NOTE: For users of apps like AWS AppFabric, you will need a Tenant ID. You can find your Tenant ID in Admin Center under Security & Controls. There is a Smartsheet Tenant ID pane.

    First Steps

    Before you can start using OAuth 2.0 with your app, Smartsheet needs the following information:

    1. You must register with Smartsheet to get a developer account*. The developer account gives you access to "Developer Tools", which is where you manage your app.
    2. In "Developer Tools", complete any required fields in your developer profile.
    3. In "Developer Tools", register your app so Smartsheet can assign a client Id and a client secret to the app.
    4. Review the list of access scopes. You'll need to choose which ones your app needs to get to a user's Smartsheet data, and then ask the user to consent to that access.
    5. After you've worked through these steps, you'll be ready to implement the OAuth Flow.

    Open Developer Tools

    1. Log in to Smartsheet with your developer account.
    2. Click the "Account" button in the lower-left corner of your Smartsheet screen, and then click "Developer Tools".
    3. Do one of the following:
      • If you need to register an app, click "Create New App".
      • If you need to manage an app, click "view/edit" for the app.

    Register Your App Using Developer Tools

    1. Log in to Smartsheet with your developer account.
    2. Click the "Account" button in the upper-right corner of your Smartsheet screen, and then click "Developer Tools".
    3. In the "Create New App" form, provide the following information:
      • Name: the name the user sees to identify your app
      • Description: a brief description intended for the user
      • URL: the URL to launch your app, or the landing page if not a web app
      • Contact/support: support information for the user
      • Redirect URL: also known as a callback URL. The URL within your application that will receive the OAuth 2.0 credentials After you click "Save", Smartsheet assigns a client Id and secret to your app. Make a note of these Ids for the next steps; however, you can always look them up again in "Developer Tools".

    Fill in all required parameters and set optional parameters if needed:

    SmartsheetDSN
    Smartsheet
    OAuth (Dynamic Token) [OAuth]
    https://api.smartsheet.com/2.0
    Required Parameters
    ClientId Fill-in the parameter...
    ClientSecret Fill-in the parameter...
    Scope Fill-in the parameter...
    Optional Parameters
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN Oauth Connection Configuration
    Steps how to get and use Smartsheet credentials

    Raw Token Requests

    If you want to get started quickly, or are developing a standalone application that can run with your credentials, follow these instructions:

    1. Click the "Account" button in the lower-left corner of the Smartsheet screen, and then click "Personal Settings".
    2. Click the "API Access" tab.
    3. Click the "Generate new access token" button to obtain an access token.

    The access token must be sent with every API call in an HTTP authorization header (except for therequests to Get Access Token or Refresh Access Token). Once you have an access token, include it in the Authorization header for every request you make:

    Authorization: Bearer JKlMNOpQ12RStUVwxYZAbcde3F5g6hijklM789

    The header name is Authorization and the value of the header is Bearer JKlMNOpQ12RStUVwxYZAbcde3F5g6hijklM789. Since the access token is being transmitted in clear text, all API calls are done over HTTPS.

    NOTE: A best practice is to use a shared account, such as ticket-processor@example.com, rather than your individual work account.

    Fill in all required parameters and set optional parameters if needed:

    SmartsheetDSN
    Smartsheet
    Static Token [Http]
    https://api.smartsheet.com/2.0
    Required Parameters
    Access Token Fill-in the parameter...
    Optional Parameters
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN HTTP Connection Configuration

  6. 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:
    ODBC ZappySys Data Source Preview

  7. Click OK to finish creating the data source.

Video instructions

Read Smartsheet data in Power BI using ODBC

Importing Smartsheet data into Power BI from table or view

  1. Once you open Power BI Desktop click Get Data to get data from ODBC:
    Power Bi Get Data

  2. A window opens, and then search for "odbc" to get data from ODBC data source:
    Power Bi ODBC Get Data

  3. Another window opens and asks to select a Data Source we already created. Choose SmartsheetDSN and continue:

    SmartsheetDSN
    Power Bi Select ZappySys Driver DSN

  4. 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:

    SmartsheetDSN
    Power Bi DSN Authenticaation

  5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
    Power Bi Load DSN Table Data

  6. Finally, finally, use extracted data from Smartsheet in a Power BI report:
    Power Bi Extracted DSN Table Data

Importing Smartsheet data into Power BI using SQL query

If you wish to import Smartsheet data from SQL query rather than a table then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.

SmartsheetDSN
                SELECT
                    ProductID,
                    ProductName,
                    SupplierID,
                    CategoryID,
                    QuantityPerUnit,
                    UnitPrice
                FROM Products
                WHERE UnitPrice > 20
            
Get REST API data in Power BI Desktop using SQL query and ODBC
Consider using Custom Objects feature in ODBC data source to encapsulate SQL query in a Virtual Table. This way, you can see a virtual table in Power BI table list where you can import multiple objects using the same connection rather than creating a new connection for each custom SQL query.

Using a full ODBC connection string

In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:

  1. Open ODBC data source configuration and click Copy settings:
    ZappySys API Driver - Smartsheet
    Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding using easy to use high performance API Connector
    SmartsheetDSN
    Copy connection string for ODBC application
  2. The window opens, telling us the connection string was successfully copied to the clipboard: Successful connection string copying for ODBC application
  3. Then just paste the connection string into your script:
    SmartsheetDSN
    DRIVER={ZappySys API Driver};ServiceUrl=https://api.smartsheet.com/2.0;ScopeSeparator={space};AuthorizeInFullBrowser=True;ReturnUrl=https://zappysys.com/oauth;AuthUrl=https://app.smartsheet.com/b/authorize;TokenUrl=https://api.smartsheet.com/2.0/token;Scope=[$Scope$];UseCustomApp=True;
    Use full connection string in Power BI Desktop to read API data
  4. You are good to go! The script will execute the same way as using a DSN.
The DSN defined in the Data source name (DSN) field will be ignored.

Have in mind that a full connection string has length limitations.

Proceed to the next step to find out the details.

Limitations of using a full connection string

Despite using a full ODBC connection string may be very convenient it comes with a limitation: it's length is limited to 1024 symbols (or sometimes more). It usually happens when API provider generates a very long Refresh Token when OAuth is at play. If you are using such a long ODBC connection string, you may get this error:

"Connection string exceeds maximum allowed length of 1024"

But there is a solution to this by storing the full connection string in a file. Follow the steps below to achieve this:

  1. Open your ODBC data source.
  2. Click Copy settings button to copy a full connection string (see the previous section on how to accomplish that).
  3. Then create a new file, let's say, in C:\temp\odbc-connection-string.txt.
  4. Continue by pasting the copied connection string into a newly created file and save it.
  5. Finally, the last step! Just construct a shorter ODBC connection string using this format:
    DRIVER={ZappySys API Driver};SettingsFile=C:\temp\odbc-connection-string.txt
  6. Our troubles are over! Now you should be able to use this connection string in Power BI with no problems.
This feature requires ODBC PowerPack v1.9.0 or later.

Editing query for table in Power BI

There will be a time you need to change the initial query after importing data into Power BI. Don't worry, just right-click on your table and click Edit query menu item:

Edit query in Power BI to get REST API data
Refer to Power Query M reference for more information on how to use its advanced features in your queries.

Using parameters in Power BI (dynamic query)

In the real world, many values of your REST / SOAP API call may be coming from parameters. If that's the case for you can try to edit script manually as below. In below example its calling SQL Query with POST method and passing some parameters. Notice below where paraAPIKey is Power BI Parameter (string type). You can use parameters anywhere in your script just like the normal variable.

To use a parameter in Power BI report, follow these simple steps:

  1. Firstly, you need to Edit query of your table (see previous section)

  2. Then just create a new parameter by clicking Manage Parameters dropdown, click New Parameter option, and use it in the query:

    						
                                = Odbc.Query("dsn=SmartsheetDSN",
                                             "SELECT ProductID, ProductName, UnitPrice, UnitsInStock
                                              FROM Products
                                              WHERE UnitPrice > " & Text.From(MyParameter) & "
                                              ORDER BY UnitPrice")
                            
                    
    Use parameter in Power BI to get REST API data
    Refer to Power Query M reference for more information on how to use its advanced features in your queries.

Using DirectQuery Option rather than Import

So far we have seen how to Import Smartsheet data into Power BI but what if you have too much data and you dont want to import but link it. Power BI Offers very useful feature for this scenario. Its called DirectQuery Option. In this section we will explore how to use DirectQuery along with ZappySys Drivers.

Out of the box ZappySys Drivers wont work in ODBC Connection Mode so you have to use SQL Server Connection rather than ODBC if you wish to use Live data using DirectQuery option. See below step by step instructions to enable DirectQuery mode in Power BI for Smartsheet data.

Basically we will use ZappySys Data Gateway its part of ODBC PowerPack. We will then use Linked Server in SQL Server to Link API Service and then we will issue OPENROWSET queries from Power BI to SQL Server and it will then call Smartsheet via ZappySys Data Gateway.

  1. First read this article carefully, How to query Smartsheet API in SQL Server.
  2. Once linked server is configured we are ready to issue API query in Power BI.
  3. Click Get Data in Power BI, select SQL Server Database
  4. Enter your server name and any database name
  5. Select Mode as DirectQuery
  6. Click on Advanced and enter query like below (we are assuming you have created Smartsheet Data Source in Data Gateway and defined linked server (Change name below).
    SELECT * FROM OPENQUERY([SMARTSHEET_LINKED_SERVER], 'SELECT * FROM Customers')
    SELECT * FROM OPENQUERY([SMARTSHEET_LINKED_SERVER], 'SELECT * FROM Customers')
    DirectQuery option for Power BI (Read Smartsheet Data Example using SQL Server Linked Server and ZappySys Data Gateway)


    DirectQuery option for Power BI (Read Smartsheet Data Example using SQL Server Linked Server and ZappySys Data Gateway)

  7. Click OK and Load data ... That's it. Now your Smartsheet API data is linked rather than imported.

Publishing Power BI report to Power BI service

Here are the instructions on how to publish a Power BI report to Power BI service from Power BI Desktop application:

  1. First of all, go to Power BI Desktop, open a Power BI report, and click Publish button:

    Publish Power BI report to Power BI service
  2. Then select the Workspace you want to publish report to and hit Select button:

    Publish Power BI report to workspace
  3. Finally, if everything went right, you will see a window indicating success:

    Successful Power BI report publishing

    If you need to periodically refresh Power BI semantic model (dataset) to ensure data accuracy and up-to-dateness, you can accomplish that by using Microsoft On-premises data gateway. Proceed to the next section - Refreshing Power BI semantic model (dataset) using On-premises data gateway - and learn how to do that.

Refreshing Power BI semantic model (dataset) using On-premises data gateway

Power BI allows to refresh semantic models which are based on data sources that reside on-premises. This can be achieved using Microsoft On-premises data gateway. There are two types of On-premises gateways:

  • Standard Mode
  • Personal Mode

Standard Mode supports Power BI and other Microsoft Data Fabric services. It fits perfectly for Enterprise solutions as it installs as a Windows Service and also supports Direct Query feature.

Personal Mode, on the other hand, can be configured faster, but is designed more for home users (you cannot install it as a Windows Service and it does not support DirectQuery). You will find a detailed comparison in the link above.

We recommend to go with Personal Mode for a quick POC solution, but use Standard Mode in production environment.

Below you will find instructions on how to refresh semantic model using both types of gateways.

Refresh using On-premises data gateway (standard mode)

Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (standard mode):

  1. Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:

    Configure Power BI semantic model settings
  2. If you see this view, it means you have to install On-premises data gateway (standard mode):

    On-premises data gateway is not installed
  3. Install On-premises data gateway (standard mode) and sign-in:

    signing in into on-premises data gateway standard
    Use the same email address you use when logging in into Power BI account.
  4. Register a new gateway (or migrate an existing one):

    registering or migrating on-premises data gateway standard
  5. If you are creating a new gateway, name your gateway, enter a Recovery key, and click Configure button:

    naming on-premises data gateway standard
  6. Now, let's get back to your semantic model settings in Power BI portal. Refresh the page and you should see your newly created gateway. Click arrow icon and then click on Add to gateway link:

    ODBC{"connectionstring":"dsn=SmartsheetDSN"}
    Using On-premises Data Gateway Standard for Power BI Semantic Model
  7. Once you do that, you will create a new gateway connection. Give it a name, set Authentication method, Privacy level, and click Create button:

    dsn=SmartsheetDSN
    Create new connection in Power BI On-premises data gateway
    In this example, we used the least restrictive Privacy level.

    If your connection uses a full connection string you may hit a length limitation when entering it into the field. To create the connection, you will need to shorten it manually. Check the section about the limitation of a full connection string on how to accomplish it.

    On-premises data gateway (personal mode) does not have this limitation.

  8. Proceed by choosing the newly created connection:

    ODBC{"connectionstring":"dsn=SmartsheetDSN"}
    Selecting gateway connection in Power BI semantic model
  9. Finally, you are at the final step where you can refresh the semantic model:

    Refreshing Power BI semantic model using On-premises Data Gateway

Refresh using On-premises data gateway (personal mode)

Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (personal mode):

  1. Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:

    Configure Power BI semantic model settings
  2. If you see this view, it means you have to install On-premises data gateway (personal mode):

    On-premises data gateway is not installed
  3. Install On-premises data gateway (personal mode) and sign-in:

    Sign-in to On-premises data gateway personal
    Use the same email address you use when logging in into Power BI account.
  4. Again, go to your semantic model Settings, expand Data source credentials, click Edit credentials, select Authentication method together with Privacy level, and then click Sign in button:

    dsn=SmartsheetDSN
    Use On-premises data gateway personal for Power BI semantic model
  5. Finally, you are ready to refresh your semantic model:

    Refreshing Power BI semantic model using On-premises Data Gateway

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

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. 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>';
    

    ZappySys Driver - Create Custom Stored Procedure

  4. 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';

    ZappySys Driver - Execute Custom Stored Procedure

  5. 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''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

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.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. 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'

    ZappySys Driver - Create Custom Table

  5. 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"

    ZappySys Driver - Execute Custom Virtual Table Query

  6. 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''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Actions supported by Smartsheet Connector

Smartsheet 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.
 Search (cell data or other object types)
Get a list of search result object.    [Read more...]
Parameter Description
Search Query (use double quotes for exact search)
SheetId
Scope
Option Value
cellData cellData
attachments attachments
comments comments
folderNames folderNames
reportNames reportNames
sheetNames sheetNames
sightNames sightNames
summaryFields summaryFields
templateNames templateNames
workspaceNames workspaceNames
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 List Sheets
Get a list of Sheets.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
Include
Option Value
sheetVersion sheetVersion
source source
 Get Sheet Fields
Get Sheet fields by Sheet ID.    [Read more...]
Parameter Description
SheetId
Column Ids (Default=All Columns) A comma-separated list of column ids. The response contains only the specified columns in the columns array, and individual rows' cells array only contains cells in the specified columns.
 Get Sheet Rows
Get Sheet rows by Sheet ID.    [Read more...]
 Get Sheet Row by ID(s)
Get a Sheet by ID(s).    [Read more...]
Parameter Description
Row Id(s) - Comma separated (Blank=All Rows) Restrict results to records specified by a comma-separated list of IDs. Max IDs per request controlled by BatchSize property (found in Pagination template)
Row Number(s) - Comma separated list (Blank=All Rows) A comma-separated list of row numbers on which to filter the rows included in the result. Non-existent row numbers are ignored.
 Delete Sheet Rows
Delete rows from a Sheet by row IDs.    [Read more...]
Parameter Description
SheetId
Row Id(s) - Comma separated Restrict results to records specified by a comma-separated list of IDs. Max IDs per request controlled by BatchSize property (found in Pagination template)
Ignore If Rows Not Found If set to false and any of the specified row Ids are not found, no rows are deleted, and the 'not found' error is returned.
Option Value
true true
false false
 Add Sheet Rows
Add rows to a Sheet.    [Read more...]
Parameter Description
Add Row at Specific Location (Default=toBottom)
Option Value
"toBottom": true "toBottom": true
"toTop": true "toTop": true
"parentId": 1231234567 "parentId": 1231234567
"siblingId": 1231234567 "siblingId": 1231234567
Allow Partial Success (Default=False) When specified with a value of true, enables partial success for this bulk operation. See Partial Success for more information.
Option Value
false false
true true
Override Validation (Default=False) You may use the query string parameter overrideValidation with a value of true to allow a cell value outside of the validation limits. You must specify strict with a value of false to bypass value type checking.
Option Value
false false
true true
 update_sheet_rows
   [Read more...]
 Export Sheet (to PDF, Excel, CSV file)
Export Sheet to CSV, Excel or PDF file.    [Read more...]
Parameter Description
SheetId
 Export Report (to PDF, Excel, CSV file)
Export Report to CSV, Excel or PDF file.    [Read more...]
Parameter Description
ReportId
 Send Report via Email (EXCEL, PDF, or PDF_GANTT format)
Sends the report as a Excel / PDF attachment via email to the designated recipients.    [Read more...]
Parameter Description
ReportId
 Send Sheet via Email (EXCEL, PDF, or PDF_GANTT format)
Sends the sheet as a Excel / PDF attachment via email to the designated recipients.    [Read more...]
Parameter Description
SheetId
 List Reports
Get a list of reports.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 List Contacts
Get a list of contacts.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 List Groups
Get a list of groups.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 Get Contacts
Gets the specified contact.    [Read more...]
Parameter Description
ContactId
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.    [Read more...]
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Option Value
No filter
Example1 $.store.books[*]
Example2 (Sections Under Books) $.store.books[*].sections[*]
Example3 (Equals) $.store.books[?(@author=='sam')]
Example4 (Equals - Any Section) $..[?(@author=='sam')]
Example5 (Not Equals - Any Section) $..[?(@author!='sam')]
Example6 (Number less than) $.store.books[?(@.price<10)] Example7 (Regular Expression - Contains Pattern)=$.store.books[?(@author=~ /sam|bob/ )]
Example8 (Regular Expression - Does Not Contain Pattern) $.store.books[?(@author=~ /^((?!sam|bob).)*$/ )]
Example9 (Regular Expression - Exact Pattern Match) $.store.books[?(@author=~ /^sam|bob$/ )]
Example10 (Regular Expression - Starts With) $.store.books[?(@author=~ /^sam/ )]
Example11 (Regular Expression - Ends With) $.store.books[?(@author=~ /sam$/ )]
Example12 (Between) $.store.employees[?( @.hiredate>'2015-01-01' && @.hiredate<'2015-01-04' )]
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair
 Generic Request (Bulk Write)
This is a generic endpoint for bulk write purpose. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.    [Read more...]
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
IsMultiPart Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe (||) or new line after each {header-name}:{value} pair

Smartsheet Connector Examples for Power BI 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.

Tables - Sheets    [Read more...]

SELECT * FROM Sheets --Where Id='5815807987847055'

Tables - Contacts    [Read more...]

SELECT * FROM Contacts --Where Id='abcd1234abc'

Get sheet rows    [Read more...]

This example shows how to query any Smart Sheet by its name. If you have space in the sheet name or column name then use bracket ( [my name] ) or double quotes ("my name") around it.

SELECT Id,RowNumber,[Some Column 1],[Some Column 2] FROM [My Sheet Name] --Where Id='5815807987847044'

Get Sheet Rows by Id(s) (single or multiple)    [Read more...]

This example shows how to list multiple Sheet Rows by its Id(s). Supply Comma Separated List of Row IDs (Upto 100 recommended). You can also supply Row Number(s) instead of ID(s). If you supply both Id(s) and Row Number(s) then only common rows are selected.

SELECT * FROM get_sheet_rows_by_ids 
WITH (
  SheetId=3482072521854852
, Id='1312208360476548,6941707894689668,5815807987847044'
--OR-- (If you supply both Id and RowNumber then only Common Rows selected
--, RowNumber='1,2,100'
)

Get sheet rows by row number(s) (single or multiple)    [Read more...]

This example shows how to list multiple Sheet Rows by its Row Number(s). Supply Comma Separated List of Row Numbers (Upto 100 recommended). You can also supply Row Id instead of Row Number(s). If you supply both Id(s) and Row Number(s) then only common rows are selected.

SELECT * FROM get_sheet_rows_by_ids 
WITH (
  SheetId=3482072521854852
, RowNumber='1,2,100'
--OR-- (If you supply both Id and RowNumber then only Common Rows selected
--, Id='1312208360476548,6941707894689668,5815807987847044'
)

Create a new sheet row    [Read more...]

This example shows how to create a new Sheet Row by calling INSERT statement. Optionally specify location where you like to insert new row (default is at bottom).

INSERT INTO [My Sheet]
  ( [Some Text Number Column], [Some Checkbox Column], [Some Contact List Column], [Some Date Column], [Some PickList Column], [Some Multi PickList Column], [Some Symbol Column] )
VALUES 
  ('Updated at <<FUN_NOW>>', true, 'something@abc.com', '2024-12-31','Not Started','Value2,Value4','Green,Yellow')
/*
WITH(
RowLocation='"toTop": true'  --insert at the top
--OR--
--RowLocation='"siblingId": 1231234567'  --insert after some sibling row id
)			
*/

Update a new sheet row    [Read more...]

This example shows how to update specific columns of a Sheet Row by calling UPDATE statement.

UPDATE [My Sheet]
SET [Some Text Number Column]='Updated - <<FUN_NOW>>',
    [Some Checkbox Column] = true,
    [Some Contact List Column] = 'something@abc.com',
    [Some Date Column] = '<<FUN_NOW>>',
    [Some PickList Column] = 'Not Started',
    [Some Multi PickList Column] = 'Value2,Value4',
    [Some Symbol Column] = 'Green,Yellow'
WHERE Id=7522710866202500		
WITH(Output=1)

Delete sheet row(s) - single or multiple    [Read more...]

This example shows how to delete single or multiple sheet rows by calling DELETE statement. You can supply a single Row Id or a comma-separated list of row Ids (Upto 100 recommended).

DELETE FROM [My Sheet] WHERE Id=7522710866202500 
--WITH(IgnoreRowsNotFound='true' --or false)		
--Or
--DELETE FROM [My Sheet] WHERE Id='7522710866202500,7522710866202501,7522710866202502'
--WITH(IgnoreRowsNotFound='true' --or false)

Export Sheet (as PDF, Excel, CSV)    [Read more...]

This example shows how to export Sheet to PDF, CSV or Excel file). If you export to PDF then you can also supply Paper size.

SELECT * FROM export_sheet WITH(
  SheetId=1592926391979908, 
 ,TargetFilePath='c:\temp\exported_sheet_as_excel_file.xlsx' --or .pdf, .csv   
 ,Format='application/vnd.ms-excel'  --or-- application/pdf  --or-- text/csv
--below Paper Size only valid for PDF
--,PaperSize='LETTER' --or LEGAL, WIDE, ARCHD, A4, A3, A2, A1, A0
)

Export Report (as PDF, Excel, CSV)    [Read more...]

This example shows how to export Report to PDF, CSV or Excel file). If you export to PDF then you can also supply Paper size.

SELECT * FROM export_report WITH(
  ReportId=2972339541069700, 
 ,TargetFilePath='c:\temp\exported_report_as_excel_file.xlsx' --or .pdf, .csv   
 ,Format='application/vnd.ms-excel'  --or-- application/pdf  --or-- text/csv
--below Paper Size only valid for PDF
--,PaperSize='LETTER' --or LEGAL, WIDE, ARCHD, A4, A3, A2, A1, A0
)

Send Report via Email to Users or Groups (as PDF, Excel)    [Read more...]

This example shows how to send Report via Email (PDF or Excel format) to list of emails or groups.

SELECT * FROM send_report_email
WITH(
	  ReportId='2972339541069700'
	, Subject='Test report'
	, Message='This email contains report attachment'
	, CcMe='true'
	, PaperSize='LETTER'
	, SendToEmails='bob@mycompany.com~sam@mycompany.com'
	--OR (Emails or Group only - one allowed)
	--, SendToGroups='10022222001~10333330002'
)

Send Sheet via Email to Users or Groups (as PDF, Excel)    [Read more...]

This example shows how to send Sheet via Email (PDF or Excel format) to list of emails or groups.

SELECT * FROM send_sheet_email
WITH(
	  SheetId='1592926391979908'
	, Subject='Test report'
	, Message='This email contains report attachment'
	, CcMe='true'
	, PaperSize='LETTER'
	, SendToEmails='bob@mycompany.com~sam@mycompany.com'
	--OR (Emails or Group only - one allowed)
	--, SendToGroups='10022222001~10333330002'
)

Conclusion

In this article we discussed how to connect to Smartsheet in Power BI and integrate data without any coding. Click here to Download Smartsheet Connector for Power BI 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 Smartsheet Connector for Power BI Documentation 

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  • How to connect Smartsheet in Power BI?

  • How to get Smartsheet data in Power BI?

  • How to read Smartsheet data in Power BI?

  • How to load Smartsheet data in Power BI?

  • How to import Smartsheet data in Power BI?

  • How to pull Smartsheet data in Power BI?

  • How to push data to Smartsheet in Power BI?

  • How to write data to Smartsheet in Power BI?

  • How to POST data to Smartsheet in Power BI?

  • Call Smartsheet API in Power BI

  • Consume Smartsheet API in Power BI

  • Smartsheet Power BI Automate

  • Smartsheet Power BI Integration

  • Integration Smartsheet in Power BI

  • Consume real-time Smartsheet data in Power BI

  • Consume real-time Smartsheet API data in Power BI

  • Smartsheet ODBC Driver | ODBC Driver for Smartsheet | ODBC Smartsheet Driver | SSIS Smartsheet Source | SSIS Smartsheet Destination

  • Connect Smartsheet in Power BI

  • Load Smartsheet in Power BI

  • Load Smartsheet data in Power BI

  • Read Smartsheet data in Power BI

  • Smartsheet API Call in Power BI