CData ODBC Driver for e-Sales Manager を使って、SAS からリアルタイムe-Sales Manager 連携レポートや分析を実施

SAS は、高度なアナリティクス、BI、データ管理、予測分析のためのソフトウェアです。SAS とCData ODBC Driver for e-Sales Manager を合わせて使うことで、SAS からリアルタイムe-Sales Manager data へのアクセスが可能になります。本記事では、SAS でe-Sales Manager のライブラリを作成し、データベースのようにデータを扱い、レポートを作成します。

The CData ODBC Driver offers unmatched performance for interacting with live e-Sales Manager data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to e-Sales Manager, the driver pushes supported SQL operations, like filters and aggregations, directly to e-Sales Manager and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze e-Sales Manager data in SAS.

Connect to e-Sales Manager as an ODBC Data Source

Information for connecting to e-Sales Manager follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for e-Sales Manager must be installed on the machine hosting the SAS System).

e セールスマネージャー Remix に接続するには、User、Passowrd、URL、TenantId パラメータが必要です。

• User：API を実行するためのログインユーザーのユーザーID。
• Password：API を実行するためのログインユーザーのユーザーパスワード
。
• URL：e-Sales Manager Remix エンドポイントへのURL。例：https://XXX.softbrain.co.jp
• TenantId：e-Sales Manager Remix テナント名のTenantd。例：cdata

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for e-Sales Manager in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a e-Sales Manager Library in SAS

Connect to e-Sales Manager in SAS by adding a library based on the CData ODBC Driver for e-Sales Manager.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a e-Sales Manager Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live e-Sales Manager data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
3. Select columns and right-click to add filtering, ordering, grouping, etc.
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
     create view customer_view as
     select 
       name, 
       address 
     from 
       odbclib.customer 
     where 
       Address = 'CustomerAddress';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize e-Sales Manager Data in SAS

With a local view created, you can report, visualize, or otherwise analyze e-Sales Manager data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the e-Sales Manager Customer data.

   proc print data=customer;
     title "e-Sales Manager Customer Data";
   run;
   

   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the Customer data.

   proc gchart data=customer;
     pie name / sumvar=address
         value=arrow
         percent=arrow
         noheading
         percent=inside plabel=(height=12pt)
         slice=inside value=none
         name='CustomerChart';
   run;