Connecting to TrackVia from Microsoft Power Query – TrackVia

If further data analysis is required outside of TrackVia, Microsoft's Power Query offers a way to load and transform data using TrackVia's open API. This article walks through setting up a connection to a specific view. It does not cover transforming the data once it's loaded — for that, see Microsoft's Power Query documentation.

Prerequisites

Before you begin, you'll need an API key and a configured API user with access to the view you want to pull data from. See:

API Users

API Key

Auth Tokens

Step 1: Open the Web connector

You can start this connection from either Excel or Power Query directly.

In Excel: Go to the Data tab, then in the Get & Transform Data group, select From Web.
In Power Query: Go to New Query, then select New Source > Other Sources > Web.

Step 2: Configure the connection

Once the Web connector dialog opens (in either tool), choose the Advanced option and configure the connection using the following values:

{DOMAIN} — your custom subdomain, or your TrackVia environment domain.
{VIEW ID} — the ID of the specific view you want to access. You can find this in the view's URL.
{YOUR API KEY} — found on the API Access tab of your account details.
{YOUR AUTH TOKEN} — the auth token generated for the API user that will be used to access the data.

Step 3: Load your data

Click OK. Power Query will open the data from your view, ready for you to transform for your needs.

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