Connect Microsoft Dataverse to Excel Power Query with Zero API Maintenance

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What is Microsoft Dataverse?

Microsoft Dataverse is a scalable and secure cloud-based data platform designed for enterprise companies to store and manage their data. It offers a high-performance environment with built-in security, compliance, and data management capabilities. Enterprise companies benefit from using Microsoft Dataverse to centralize their data, streamline processes, and gain insights from data analytics. With its robust features and versatile integrations, companies can easily connect to various applications and services, making it an ideal choice for large organizations seeking a complete data management solution.

What is Excel Power Query?

Excel Power Query is a powerful data transformation and analysis tool built into Microsoft Excel, offering enterprise companies the ability to access, clean, and analyze data from various sources. By using Power Query, businesses can transform and shape their data for better decision-making, create custom calculations, and build dynamic reports. The user-friendly interface and extensive functionality make it an essential tool for data-driven organizations looking to gain insights from their data and improve overall business performance.

Connecting Microsoft Dataverse to Excel Power Query

There are several ways to connect Microsoft Dataverse to Excel Power Query, including:

  • Using the built-in connector in Excel Power Query: From the Data tab in Excel, select Get Data > From Online Services > From Microsoft Dataverse. Then, provide the required information to establish a connection.
  • Utilizing the Microsoft Dataverse API: Access Microsoft Dataverse data through its API and use Power Query's web connector to fetch the data.
  • Exporting data from Microsoft Dataverse to a CSV file and then importing it into Excel Power Query.
  • Using a third-party data connector for Excel Power Query and Microsoft Dataverse, such as the Improvado data extraction and load solution. This option provides a more scalable and customizable experience, allowing you to easily visualize Microsoft Dataverse data in Excel Power Query.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
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Senior Media Analyst
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Connecting Microsoft Dataverse to Excel Power Query with Improvado

Connecting Microsoft Dataverse to Excel Power Query with Improvado offers a seamless and efficient solution for enterprise companies. Improvado provides a complete data pipeline, including data extraction, transformation, normalization, and visualization. The platform supports a wide variety of metrics and dimensions that can be automatically extracted from Microsoft Dataverse and other data sources.

By using Improvado, businesses can centralize their marketing and sales data, enabling them to create comprehensive reports and dashboards in Excel Power Query. The platform offers scalability, customization, and the ability to process large volumes of data, making it an ideal choice for large enterprises. Furthermore, Improvado's high-quality customer support ensures that any issues encountered during the data integration process are promptly resolved.

Summary of connection Microsoft Dataverse to Excel Power Query

In summary, connecting Microsoft Dataverse and Excel Power Query allows enterprise companies to access, analyze, and visualize their data more efficiently. By utilizing Improvado, businesses can benefit from a seamless data integration process, which includes a scalable and customizable platform, high-quality customer support, and the ability to centralize marketing and sales data. With Improvado, companies can process large volumes of data and create comprehensive reports and dashboards in Excel Power Query, ultimately driving better decision-making and improved business performance. To learn more about Improvado's solution, book a call with an expert today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
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Activision relies fully on Improvado for its marketing dashboard.

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