Clear Analytics でSage Cloud Accounting Data に連携するグラフを作成

Clear Analytics でSage Cloud Accounting data に連携したダイナミックチャートを作成し、分析を実施。

CData ODBC Driver for Sage Cloud Accounting を使えば、Sage Cloud Accounting に標準ODBC でのアクセスが可能になり、いろいろなBI、レポーティング、ETL ツールからデータ連携が可能になります。本記事では、Microsoft Excel のアドインであるClear Analytics からSage Cloud Accounting データにODBC データソースとして接続し、クエリ、テーブル、チャート、ピボットテーブルを作成する方法を説明します。

Sage Cloud Accounting Data への連携


ODBC Data Source Name の設定

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

You can connect to Sage Business Cloud Accounting using the embedded OAuth connectivity. When you connect, the OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

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.

Clear Analytics でのデータソース設定

  1. Open Excel and navigate to the CLEAR ANALYTICS ribbon. Once there, open the Data Manager.
  2. Select Database as the data source.
  3. In the Set Connection section, click the option to create a new database.
  4. Select Microsoft ODBC Data Source as the data source and click OK.
  5. Select the DSN you already configured from the drop-down menu.
  6. Back on the Set Connection section, select Standard (ANSI ODBC) Query Builder as the SQL Builder Provider and click Next.
  7. Select the Schema/Owner and choose the domains (tables) that you wish to use in Clear Analytics.
  8. Prepare your data objects as needed by customizing the display names and descriptions of the tables and columns.
  9. For the vast majority of the CData ODBC Drivers, you will not set a key date for your domains.
  10. In the Domain Relations section, add any relational information between tables.
  11. In the Domain Tree section, create groups for your data and add the available items to the groups.
  12. Review the summary of your data and click Finish.

Sage Cloud Accounting Data のグラフ作成

You are now ready to create a chart with Sage Cloud Accounting data.

Create a New Query

  1. Click Repository in the CLEAR ANALYTICS ribbon.
  2. Create a new query.
  3. Select the columns you wish to retrieve.
  4. Set the aggregation type for your data (use the blank entry if you do not wish to aggregate the data).
  5. Set filters and formulas by dragging columns to the lower window.
  6. Name your query and click Save.

BQuery Report のグラフ作成

With the query created, you are now ready to execute a report and display a chart.
  1. Click Report Explorer in the CLEAR ANALYTICS ribbon.
  2. In the Report Explorer pane, click the 'New Report' icon in the toolbar.
  3. Select the query you just created.
  4. Name the report and click 'Save and Execute'.
  5. Click the Results tab within the Report Explorer
  6. Expand your report and drag the chart to the Excel spreadsheet.
  7. In the resulting PivotChart window, drag the fields (columns) to the Filters, Legends, Axis (Categories), and Values windows.

With a new data source in Clear Analytics established and a chart created, you are ready to begin analysis of Sage Cloud Accounting data. With the ODBC Driver for Sage Cloud Accounting and Clear Analytics, you can perform self-service analytics in Excel with live data, directly from Sage Cloud Accounting.

 
 
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