Step 3: Additional steps for Power BI and Excel users

Updated by kevin cardoen


  1. Verify security within Power Query
  • Power Query analyses each data source and classifies it by the defined level of privacy: Public, Organizational, and Private.
    • This analysis ensures data is not combined in case of an undesirable data transfer.
    • This process of data protection can also occur when a query uses a technique called query folding.

  • If you load data from files (e.g. .xls, .csv, .txt), please verify your security settings in Power Query.
    • Start Excel --> Tab "Data" --> Get data --> Launch Power Query editor...
    • Within Power Query --> Tab "file" --> Options and settings --> Query Options


  1. Security within Power BI
  • File --> Options and settings --> Options
    • ! Adjust the settings in the "Global" section -- not in the current file !

  • Data load:


  • Security


  • Regional settings


  1. Test the ODBC connection to the SD Worx Insights Cloud in Excel
  • Open Microsoft Excel and go to Data > Get Data > From Other Sources > From ODBC


  • Choose SDWINSCLOUD and click OK.


  • Fill in your User name and Password, and click Connect.


  • After you click Connect, you should receive a notification from Duo Mobile (Multi-factor Authentication) on your smartphone. If not, please try the user setup again. Afterwards you should see a screen similar to this. (It can appear a little differently depending on your products).

  • If this looks good, you are ready to go !

Any feedback?