Build Charts with HCL Domino Data in Clear Analytics

The CData ODBC Driver for HCL Domino enables access to live data from HCL Domino under the ODBC standard, allowing you work with HCL Domino data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to use Clear Analytics, a Microsoft Excel Add-In, to connect to HCL Domino as an ODBC source and create queries, tables, and charts (including PivotTables) based on HCL Domino data.

Connect to HCL Domino Data

Configure the ODBC Data Source Name

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.

Prerequisites

The connector requires the Proton component to be installed. Normally, Proton is distributed as part of the AppDev pack. See the HCL documentation for instructions on acquiring and installing Proton or the AppDev pack.

Once the Proton service is installed and running, you will also need to create a user account and download its Internet certificate. This certificate can be used to set the connector certificate connection properties.

Authenticating to Domino

• Server: The name or IP address of the server running Domino with the Proton service.
• Port: The port number that the Proton service is listening on.
• Database: The name of the database file, including the .nsf extension.
• SSLClientCertType: This must match the format of the certificate file. Typically this will be either PEMKEY_FILE for .pem certificates or PFXFILE for .pfx certificates.
• SSLClientCert: The path to the certificate file.
• SSLServerCert: This can be set to (*) if you trust the server. This is usually the case, but if you want to perform SSL validation, you may provide a certificate or thumbprint instead. See the documentation for SSLServerCert for details.

Additional Server Configuration

The connector supports querying Domino views if any are defined. Before views can be queried by the connector they must be registered with the design catalog.

Please refer to the Catalog Administration section of the AppDev pack documentation for details on how to do this.

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.

Configure the Data Source in Clear Analytics

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.

Create a Chart with HCL Domino Data

You are now ready to create a chart with HCL Domino 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.

Build a Chart Based on a Query Report

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 HCL Domino data. With the ODBC Driver for HCL Domino and Clear Analytics, you can perform self-service analytics in Excel with live data, directly from HCL Domino.