Excel and Power BI

You don't need a developer. Excel's built-in Power Query can load the data as a table and refresh it with one click, or every time the file opens.

This works in Excel for Microsoft 365 (Windows) and Power BI Desktop. You need your API key.

Set it up in Excel

1. Open a new workbook. Go to Data > Get Data > From Other Sources > Blank Query.
2. In the Power Query window, choose Home > Advanced Editor, delete what's there, and paste the query below. Replace PASTE-YOUR-KEY-HERE with your key. For journals, change conferences to journals.
3. Click Done. If Excel asks how to connect, choose Anonymous and Connect (the key is already in the query).
4. Rename the query (for example "Conferences") and choose Home > Close & Load. The data appears as a table on a new sheet.

let
    // Your API key. Anyone who has this workbook can see it, so share the file carefully.
    ApiKey  = "PASTE-YOUR-KEY-HERE",

    // conferences or journals
    Dataset = "conferences",

    Source  = Web.Contents(
                  "https://api.orbytelgroup.com/v1/exports/" & Dataset,
                  [ Query = [ format = "csv" ],
                    Headers = [ Authorization = "Bearer " & ApiKey ] ]),
    Csv     = Csv.Document(Source, [ Delimiter = ",", Encoding = 65001, QuoteStyle = QuoteStyle.Csv ]),
    Table   = Table.PromoteHeaders(Csv, [ PromoteAllScalars = true ])
in
    Table

Keep it current

• Refresh now: Data > Refresh All.
• Refresh automatically: Data > Queries & Connections, right-click the query, Properties, then tick Refresh data when opening the file and, if you like, Refresh every … minutes.
• Each refresh downloads your whole licensed dataset (a few MB). Data changes within minutes of being saved by our team, so refreshing more often than every hour or so rarely adds anything.

Filtering and shaping

• Use Excel's normal filters on the table, or filter in Power Query (Data > Get Data > Launch Power Query Editor) so the sheet only ever holds the rows you want, for example 2027 oncology meetings.
• List fields hold several values separated by ; : therapy_areas, organizations and tags (each tag as Type: Name, for example Audience: Oncologists). Power Query's Split Column > By Delimiter turns them into rows.
• Nested fields are separate columns: formats_oral, social_x_handle, citescore_value, timelines_online_submit_to_accept_min_weeks and so on. True/false values are TRUE/FALSE.
• Dates are YYYY-MM-DD. If Excel doesn't recognise them as dates, set the column type to Date in Power Query.
• Check the date-status columns (start_date_status, abstract_due_date_status) before relying on a deadline: confirmed dates are published by the organizer; estimated and copied ones are not yet.

Power BI

In Power BI Desktop choose Get Data > Blank Query, open the Advanced Editor, and paste the same query. To refresh in the Power BI service, set the data source credentials to Anonymous in the dataset's settings.

If something goes wrong