Use the CData ODBC Driver for Klipfolio in SAS JMP

You can use the CData ODBC Driver for Klipfolio to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Klipfolio 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 Klipfolio data into a report and create data visualization. It also shows how to use SQL to query Klipfolio data from the JMP Query Builder.

Access Klipfolio 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.

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

Klipfolio API Profile Settings

In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

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 Klipfolio Data with the Query Builder

After you have created the Klipfolio DSN, you can use SQL to invoke the capabilities of the Klipfolio 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 Klipfolio 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, Id.
2. Drag a measure column onto the y axis. For example, Name.
3. Select a chart type. For example, a bar chart.