Use Case - Connecting to OData Feed Using Excel

Connect to the OData API using Excel.

INC Use Case Support Disclaimer

LIMITED SUPPORT ON USE CASE SCENARIOS

Use Case contents listed on this page have been created as examples

🤔 What does this mean?

  • Our documentation was created within the versions of 3rd party products (e.g. Salesforce, Zendesk or other vendors) available to us. Your personal version or licensing type of 3rd party products may vary and change over time, resulting in limited or missing functionality.
  • Luware and Nimbus Support cannot guarantee that the example scenarios will work in every (future) customer scenario. Please consult your 3rd party manufacturer to determine whether your product version supports the functions and interfaces mentioned in our Use Cases. 
  • Luware and Nimbus Support does not cover integration setup and administrative scenarios with any external systems mentioned in the documentation (e.g. Salesforce, Zendesk, Microsoft Dynamics, and other 3rd party manufacturers).
  • Luware does not provide support nor guarantee the executability of Use Cases in your environment.

→ Please ensure that you run your own internal testing before rolling out any large-scale integration into productive systems.

→ If you need further support for your Nimbus integration, please reach out to your account manager or customer success specialist.

 
 

🤔 On which topics can I get support on?

 
 
 

In this use case we explore how you can connect to the Nimbus OData Feed API using Excel. This is useful if you want to have a quick look into the data structure and content without fully committing to Power BI, but also powerful for creating dashboards.

How-To Steps

Step 1: Register enterprise application "Nimbus OData Login" in your tenant

🔎 This step is described in Use Case - Connecting to OData via Postman. 

Step 2: Load the data from the OData feed into an Excel spreadsheet

Open Excel and go to the Data menu. Then choose Get Data > From Other Sources > From OData Feed

Enter your OData API URL and sign in with the organizational account which has access to some Nimbus data. This is either a tenant admin or a Nimbus user with either role: team owner, service supervisor, or user supervisor. 🔎Refer to Reporting Roles for more details.

⮑ Once connected, Excel will show the data navigator which allows you to choose singe tables or transform the data before importing it into Excel.

Once you load the data into the spreadsheet, you'll see the Queries & Connections side pane alongside to the spreadsheet containing the data.

Step 3: Get your data visualized

PivotTables and -charts are easy to create with a few clicks and allow you to quickly analyze the data manually. 

Get help on how to create dashboards or how to build useful data queries from the Microsoft Documentation:

 

Here is an example pivot table based on the aggregated service data from the Nimbus OData feed. It shows counts of service session per modality per outcome (Abandoned, Queued, Accepted, etc.):

Table of Contents