Smartsheet Connector for Power BI Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector In this article you will learn how to quickly and efficiently integrate Smartsheet data in Power BI without coding. We will use high-performance Smartsheet Connector to easily connect to Smartsheet and then access the data inside Power BI. Let's follow the steps below to see how we can accomplish that! Download Documentation Smartsheet Connector for Power BI is based on ZappySys API Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few.

Connect to Smartsheet in other apps Connect to Smartsheet in SSIS Connect to Smartsheet in SQL Server Connect to Smartsheet in SSRS Connect to Smartsheet in Informatica Connect to Smartsheet in MS Access Connect to Smartsheet in MS Excel Connect to Smartsheet in SSAS Connect to Smartsheet in C# Connect to Smartsheet in Python Connect to Smartsheet in JAVA Connect to Smartsheet in Tableau Connect to Smartsheet in SAP Crystal Reports Connect to Smartsheet in Azure Data Factory (Pipeline) Connect to Smartsheet in Azure Data Factory (SSIS) Connect to Smartsheet in Talend Studio Connect to Smartsheet in UiPath Connect to Smartsheet in PowerShell Connect to Smartsheet in ODBC

Video Tutorial - Integrate Smartsheet data in Power BI

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

• How to download and install the required PowerPack for Smartsheet integration in Power BI
• How to configure the connection for Smartsheet
• Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
• How to use the Smartsheet 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. Download and install ODBC PowerPack.

2. Open ODBC Data Sources (x64):

   

3. Create a User data source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
   • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
   Power BI uses a Service Account, when a solution is deployed to production environment, therefore for production environment you have to create and use a System DSN.

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

   

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.

    OAuth (Dynamic Token) [OAuth]

   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

   

    Static Token [Http]

   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

   

6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

   

   ZappySys API Driver - Smartsheet

   Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector

   SmartsheetDSN

   

7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in Power BI to retrieve data from Smartsheet. Hit OK button to use this query in the next step.

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

   
   Some parameters configured in this window will be passed to the Smartsheet API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.

8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Power BI:

   

   ZappySys API Driver - Smartsheet

   Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector

   SmartsheetDSN

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

   
   You can also access data quickly from the tables dropdown by selecting <Select table>.
   A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Smartsheet API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Smartsheet servers).

9. Click OK to finish creating the data source.

Video Tutorial

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:
   

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

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

   SmartsheetDSN

   

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

   

5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

6. Finally, finally, use extracted data from Smartsheet in a Power BI report:
   

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 * FROM Sheets --Where Id='5815807987847055'

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 - Configuration [Version: 2.0.1.10418]

   ZappySys API Driver - Smartsheet

   Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector

   SmartsheetDSN

   
2. The window opens, telling us the connection string was successfully copied to the clipboard:
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;

   
4. You are good to go! The script will execute the same way as using a DSN.

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.

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:

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")
                           
                   

   
   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 don't want to import but link it. Power BI Offers very useful feature for this scenario. It's called DirectQuery Option. In this section we will explore how to use DirectQuery along with ZappySys Drivers.

Out of the box ZappySys Drivers won't 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, then issue OPENROWSET queries from Power BI to SQL Server, and it will then call Smartsheet via ZappySys Data Gateway.

1. First, create a data source in ZappySys Data Gateway and create a Linked Server based on it.
2. Once SQL Server Linked Server is configured we are ready to issue a SQL 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 the name below).

   SELECT * FROM OPENQUERY([LS_TO_SMARTSHEET_IN_GATEWAY], 'SELECT * FROM Sheets --Where Id=''5815807987847055''')

   SELECT * FROM OPENQUERY([LS_TO_SMARTSHEET_IN_GATEWAY], 'SELECT * FROM Sheets --Where Id=''5815807987847055''')

   

   
   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:

   

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

   

3. Finally, if everything went right, you will see a window indicating success:

   

   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:

   

2. If you see this view, it means you have to install On-premises data gateway (standard mode):

   

3. Install On-premises data gateway (standard mode) and sign-in:

   
   Use the same email address you use when logging in into Power BI account.

4. Register a new gateway (or migrate an existing one):

   

5. If you are creating a new gateway, name your gateway, enter a Recovery key, and click Configure button:

   

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"}

   

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

   
   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"}

   

9. Finally, you are at the final step where you can refresh the semantic model:

   

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:

   

2. If you see this view, it means you have to install On-premises data gateway (personal mode):

   

3. Install On-premises data gateway (personal mode) and sign-in:

   
   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

   

5. Finally, you are ready to refresh your semantic model:

   

Actions supported by Smartsheet Connector

Learn how to perform common Smartsheet actions directly in Power BI with these how-to guides:

• Add Sheet Rows
• Delete Sheet Rows
• Export Report (to PDF, Excel, CSV file)
• Export Sheet (to PDF, Excel, CSV file)
• Get Contacts
• Get Sheet Fields
• Get Sheet Row by ID(s)
• Get Sheet Rows
• List Contacts
• List Groups
• List Reports
• List Sheets
• Search (cell data or other object types)
• Send Report via Email (EXCEL, PDF, or PDF_GANTT format)
• Send Sheet via Email (EXCEL, PDF, or PDF_GANTT format)
• update_sheet_rows
• Generic Request
• Generic Request (Bulk Write)

Conclusion

In this article we showed you how to connect to Smartsheet in Power BI and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Smartsheet, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Smartsheet Connector for Power BI and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Smartsheet Connector for Power BI Documentation

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