Use the CData JDBC Driver for BambooHR in MicroStrategy Web

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for BambooHR, you gain database-like access to live BambooHR data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding BambooHR as an external data source in MicroStrategy Web and creating a simple visualization of BambooHR data.

The CData JDBC driver offers unmatched performance for interacting with live BambooHR data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to BambooHR, the driver pushes supported SQL operations, like filters and aggregations, directly to BambooHR 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 visualize and analyze BambooHR data using native MicroStrategy data types.

Connect to and Visualize BambooHR Data using MicroStrategy Web

You can connect to BambooHR in MicroStrategy Web by adding a data source based on the CData JDBC Driver for BambooHR.^* Before you begin, you will need install the JDBC Driver for BambooHR on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Web is connected to. Once you have created a data source you can build dynamic visualizations of BambooHR data in MicroStrategy Web.

1. Open MicroStrategy Web and select your project.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select Generic in the Database menu and select Generic DBMS in the Version menu.
5. Click the link to show the connection string and opt to edit the connection string. In the Driver menu, select MicroStrategy Cassandra ODBC Driver (MicroStrategy requires a certified driver to interface through JDBC, the actual driver will not be used).
6. Set the connection string to the following: JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.api.APIDriver;URL={jdbc:api:Profile=C:\profiles\BambooHR.apip;ProfileSettings='Domain=acmeinc;APIKey=your_api_key';};

   Start by setting the Profile connection property to the location of the BambooHR Profile on disk (e.g. C:\profiles\bamboohr.apip). Next, set the ProfileSettings connection property to the connection string for BambooHR (see below).

   BambooHR API Profile Settings

   In order to authenticate to BambooHR, you'll need to provide your API Key. To generate an API key, log in and click your name in the upper right-hand corner of any page to get to the user context menu. If you have sufficient permissions, there will be an "API Keys" option in that menu to go to the page, where you can create a new API Key. Additionally, you will need to set the Domain, found in the domain name of your BambooHR account. For example if your BambooHR account is acmeinc.bamboohr.com, then the Domain should be 'acmeinc'. Set both the API Key and Domain in the ProfileSettings property to connect.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the BambooHR JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.api.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   When you configure the JDBC URL, 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.

7. Right-click on the new data source, and choose Edit catalog options.
8. Edit the SQL Statement to SELECT * FROM SYS_SCHEMAS to read the metadata from the JDBC Driver.
9. Select the new data source to view the available tables. You may need to manually click the search icon in the Available Tables section to see the tables.
10. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
11. Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData JDBC drivers.
12. Choose a visualization, choose fields to display and apply any filters to create a new visualization of BambooHR data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to BambooHR, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.
13. Once you have finished configuring the dossier, click File -> Save.

Using the CData JDBC Driver for BambooHR in MicroStrategy Web, you can easily create robust visualizations and reports on BambooHR data. Read our other articles on connecting to BambooHR in MicroStrategy and connecting to BambooHR in MicroStrategy Desktop for more examples.

Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.