Use the CData ODBC Driver for DocuSign in SAS JMP

You can use the CData ODBC Driver for DocuSign to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the DocuSign API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

This article shows how to access DocuSign data into a report and create data visualization. It also shows how to use SQL to query DocuSign data from the JMP Query Builder.

Access DocuSign Data as an ODBC Data Source

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.

To connect to DocuSign, set the following connection properties:

• UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
• AccountId (optional): set it in the connection string if you have access to multiple Account Ids

Authenticating to DocuSign

DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

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.

Import DocuSign Data with the Query Builder

After you have created the DocuSign DSN, you can use SQL to invoke the capabilities of the DocuSign API. Follow the steps below to execute some supported queries in the Query Builder:

1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
2. Click New Connection.
3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
4. In the Available Tables section, select a table and click Primary.
5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
6. Click Run Query to display the data.
7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Visualize DocuSign Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

1. Drag a dimension column onto the x axis. For example, DocumentId.
2. Drag a measure column onto the y axis. For example, DocumentName.
3. Select a chart type. For example, a bar chart.