- This guide presumes that you have a Tug already set up, otherwise see: Setting Up a Tug in Tugger. (These guides detail setting up the Tugger connector and then importing into Power BI Desktop, which can be skipped.)
- If your guide is not available in the above link, then try the more generic guide: here.
A brief overview of exporting your data for Excel is available here: Excel Users: Export OData Into Excel, although it could probably be skipped.
Tugger's Report Credentials (image below) contains all the details required for importing your data. You will require the Odata URL and Authentication Details' Username and Password when in Excel.
Unless you have a specific need, there is no requirement to download the Power BI Report template for Excel’s usage.
The example: the image below, shows a Teams connector, but other than having 'microsoftteams' in the URL link name, the other connectors will be the same with only the URL differing slightly.
1. OData Link.
Open Excel, choosing the default or empty document, which should display something similar to the image below.
To Import data, we will be using the OData details format from Tugger's website, displayed previously.
Navigate to the Data Tab > Get Data > From Other Sources > From OData Feed (Image below).
After a few moments, the pop up will appear (indicated by a '1' in the image below).
Change the popup as below:
2. Select Basic (above image).
3. Copy and Paste the credentials (2 and 3 in the first image in this document).
4. Change the dropdown to match 'a'.
5. Connect when ready.
Once connected, the Navigator window pops up.
Here, you can select the tables you wish to import; once selected, you will see a preview of the table, see the below image.
Once you've selected the required tables, click on Load or Transform. (Briefly explained below.)
Note: if you wish to select more than one table, then check the option indicated then check the options by the tables required.
The Load Option gives:
Double-clicking one of the loaded tables will load the Power Query Editor, displayed in the next image.
The Transform Option gives:
The Power Query Editor popup window appears; this allows you to transform tables: actions may include (but not limited to) joining sections of the different tables ready for display; deleting columns not required; changing the data type, and merging tables.
Note: If you close the Power Query Editor window without saving, then the loaded tables are lost.
Manipulating the data, including Transforms and Mapping table relationships, are beyond the scope of this document.
This concludes the guide on: Excel Users: Import OData into Excel.