Exact Online Premium Power Query custom connector

Note

This connector is owned and provided by Exact Online.

Summary

Property Value
Connector Exact Online Premium icon Exact Online Premium
Products Power BI (semantic models)
Power Query Online
Release state Preview
Category Database
Authentication kinds Login
Data source kind ExactOnlinePremium
Function Reference Documentation ExactOnlinePremium.Contents
Support link Support

Prerequisites

  • An Exact Online Premium subscription is required.

  • You need to have the ODBC Connector version 18 installed. Go to the download page to download the latest driver.

  • In Exact Online, your IP address needs to be allowed access.

    • Open the Master data screen
    • Locate the Microsoft Office 365 section and add the IP address to the Power BI access list

    Note

    The Microsoft Office 365 menu also contains downloadable report templates for Power BI, which can be used with this connector.

  • In order to refresh data, an on-premises data gateway must be available. You can follow this link to learn how to install it; we recommend installing it on a managed machine that is always on.

    • Note that the ODBC driver is also required to be installed on this same machine.

Supported capabilities

  • Import
  • Direct Query (Power BI semantic models)

Parameters

Entry point: ExactOnlinePremium.Contents

Required parameter count: 0

Get data directly from Exact Online Premium

This function has no parameters.

Connect from Power Query Desktop

To connect to Exact Online Premium:

  1. Select Get Data from the Home ribbon in Power BI Desktop. Select Database from the categories on the left, select Exact Online Premium, and then select Connect.

    Screenshot of the Get Data screen showing the Exact Online Premium connector under the Database section.

  2. If this is the first time you're getting data through the Exact Online Premium connector, a preview connector notice will be displayed. Select Don't warn me again with this connector if you don't want this message to be displayed again, and then select Continue.

  3. To sign in to your Exact Online Premium account, select Sign in.

    Screenshot with login highlighted, showing the sign in button.

  4. In the window that appears, provide your user name and password to sign in to your Exact Online Premium account and select Next.

    Screenshot showing Exact Online login screen.

  5. Once you've successfully signed in, select Connect.

    Screenshot with user signed in, showing the Connect button.

  6. In Navigator, select the information you want, then either select Load to load the data or Transform Data to continue transforming the data in the Power Query editor.

    Screenshot of the Navigator showing Exact Online content.

  7. Finally, select the data usage mode (import or direct query)

Limitations and considerations

You should be aware of the following limitation associated with accessing Exact Online Premium data.

ODBC: ERROR [42000] [Microsoft][ODBC Driver 18 for SQL Server][SQL Server]Cannot open server '*(servername)*' requested by the login. Client with IP address '*(ip address)*' is not allowed to access the server.

This error likely happens because the IP address isn't on the allowed list for Power BI. Follow the steps under the prerequisites section to resolve.

You can find additional information and templates for this connector on our documentation page.