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

Access Dynamics NAV like you would a database - read, write, and update Items, Sales Orders, Purchase Orders, etc. through a standard ODBC Driver interface.

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Analyze Dynamics NAV Data in R


Create data visualizations and use high-performance statistical functions to analyze Dynamics NAV data in Microsoft R Open.

Access Dynamics NAV data with pure R script and standard SQL. You can use the CData ODBC Driver for Dynamics NAV and the RODBC package to work with remote Dynamics NAV data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Dynamics NAV data and visualize Dynamics NAV data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Dynamics NAV as an ODBC Data Source

Information for connecting to Dynamics NAV follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Before you can connect, OData Services will need to be enabled on the server. Once OData Services are enabled, you will be able to query any Services that are published on the server.

The User and Password properties, under the Authentication section, must be set to valid Dynamics NAV user credentials. In addition, you will need to specify a URL to a valid Dynamics NAV server organization root and a ServerInstance. If there is not a Service Default Company for the server, you will need to set the Company as well.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Dynamics NAV in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData DynamicsNAV Source] Driver = CData ODBC Driver for Dynamics NAV Description = My Description http://myserver:7048 User = myserver\Administrator Password = admin ServerInstance = DYNAMICSNAV71

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint) checkpoint("2016-01-01")

Connect to Dynamics NAV Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData DynamicsNAV Source")

Schema Discovery

The driver models Dynamics NAV APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Dynamics NAV API.

customer <- sqlQuery(conn, "SELECT Name, Prices_Including_VAT FROM Customer", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(customer)

Plot Dynamics NAV Data

You can now analyze Dynamics NAV data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2)) barplot(customer$Prices_Including_VAT, main="Dynamics NAV Customer", names.arg = customer$Name, horiz=TRUE)