Visualize Dynamics GP Data in TIBCO Spotfire through ODBC



The ODBC standard has ubiquitous support and makes self-service business intelligence easy. Use the ODBC Driver to load Dynamics GP data into TIBCO Spotfire.

This article walks you through using the CData ODBC Driver for Dynamics GP in TIBCO Spotfire. You will use the data import wizard to connect to a DSN (data source name) for Salesforce and build on the sample visualizations to create a simple dashboard.

Connect to Dynamics GP 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 authenticate set the User and Password connection properties.

To connect set the URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId; you can obtain this value in the company setup window: Click Tools -> Setup -> Company.

By default, data summaries are not returned to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

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.

Create Visualizations of Dynamics GP Tables

Follow the steps below to connect to the DSN and create real-time data visualizations:

  1. Click Data -> Add Data ...
  2. Click Other -> Load data with ODBC, OLE DB, or ADO.NET data provider.
  3. In the Data Source Type menu, select ODBC Data Provider and click Configure.
  4. Select the DSN.
  5. Select the tables that you want to add to the dashboard. This example uses SalesInvoice. You can also specify an SQL query. The driver supports the standard SQL syntax.
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses TotalAmount in the Numbers section and CustomerName in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can zoom in on high probability opportunities by applying a filter on the page. To add a filter, click the Filter button. The available filters for each query are displayed in the Filters pane.

Ready to get started?

Download a free trial of the Dynamics GP ODBC Driver to get started:

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Dynamics GP Icon Dynamics GP ODBC Driver

The Dynamics GP ODBC Driver is a powerful tool that allows you to connect with live Dynamics GP data, directly from any applications that support ODBC connectivity.

Access Dynamics GP like you would a database - query Vendors, Customers, Invoices, Quotes, etc. through a standard ODBC Driver interface.