CData ODBC Driver for Sage US を使って、SAS からリアルタイムレポートや分析を実施。

CData ODBC Driver for Sage US を使って、SAS からSage US data データを連携利用。

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 Sage US を合わせて使うことで、SAS からリアルタイムSage US data へのアクセスが可能になります。本記事では、SAS でSage US 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 Sage US data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Sage US, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage US 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 Sage US data in SAS.

Connect to Sage US as an ODBC Data Source

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

The Application Id and Company Name connection string options are required to connect to Sage as a data source. You can obtain an Application Id by contacting Sage directly to request access to the Sage 50 SDK.

Sage must be installed on the machine. The Sage.Peachtree.API.dll and Sage.Peachtree.API.Resolver.dll assemblies are required. These assemblies are installed with Sage in C:\Program Files\Sage\Peachtree\API\. Additionally, the Sage SDK requires .NET Framework 4.0 and is only compatible with 32-bit applications. To use the Sage SDK in Visual Studio, set the Platform Target property to "x86" in Project -> Properties -> Build.

You must authorize the application to access company data: To authorize your application to access Sage, restart the Sage application, open the company you want to access, and connect with your application. You will then be prompted to set access permissions for the application in the resulting dialog.

While the compiled executable will require authorization only once, during development you may need to follow this process to reauthorize a new build. To avoid restarting the Sage application when developing with Visual Studio, click Build -> Configuration Manager and uncheck "Build" for your project.

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 Sage US 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

[CData Sage50US Sys] Driver = CData ODBC Driver for Sage US Description = My Description ApplicationId = 8dfafu4V4ODmh1fM0xx CompanyName = Bellwether Garden Supply - Premium

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

Create a Sage US Library in SAS

Connect to Sage US in SAS by adding a library based on the CData ODBC Driver for Sage US.

  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 Sage US 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 Sage US 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, 
        lastinvoiceamount 
      from 
        odbclib.customer 
      where 
        Name = 'ALDRED';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Sage US Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Sage US 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 Sage US Customer data.
    proc print data=customer;
      title "Sage US 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=lastinvoiceamount
          value=arrow
          percent=arrow
          noheading
          percent=inside plabel=(height=12pt)
          slice=inside value=none
          name='CustomerChart';
    run;
    
 
 
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