Import Sage 300 Data into FileMaker Pro

One of the strengths of the CData ODBC driver is its ubiquitous support across many applications and platforms. In this article, you will configure the ODBC driver in FileMaker Pro and create data visualizations with Sage 300 data.

Query Sage 300 Data in FileMaker Pro

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. See the "Getting Started" chapter of the help documentation for a guide to creating a DSN on Windows or Unix-based systems like Mac OS X and Linux.

Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

• Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
• Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
• Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

Authenticate to Sage 300 using Basic authentication.

Connect Using Basic Authentication

You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

• Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
• User: Set this to the username of your account.
• Password: Set this to the password of your account.

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.

You can then load Sage 300 data into tables in Filemaker Pro:

1. In your solution, click File -> Import Records -> ODBC Data Source, and select the CData Sage 300 DSN.

2. In the resulting SQL Query Builder wizard, select tables and columns and then click Insert into SQL Query. You can edit this query directly. For example:

   SELECT InvoiceUniquifier, ApprovedLimit FROM OEInvoices WHERE AllowPartialShipments = 'Yes'

   You can use the UI to build filters in the WHERE clause by clicking the WHERE tab.

3. In the resulting Import Field Mapping wizard, you can define mappings from columns in the data source to the columns in a destination table. To create a new table for the query results, select New Table ("CData Sage300 Source") from the Target box, and click Import.

For more information on the SQL that the driver supports out of the box, see the help documentation.

Process Data at Design Time

You can sort and aggregate data, as well as calculate summary functions, while you browse tables. To manipulate the view of data at design time, first complete the two steps below:

1. Switch to Browse mode: Click the Mode pop-up menu in the footer of the application.
2. Switch to Table view: Click the table icon in the View As menu in the main toolbar of the application.

Aggregate and Summarize

Follow the procedure below to group column values and then display a summary, as shown in the screenshot below:

1. Sort: Click the arrow in the InvoiceUniquifier column header and then click Sort Ascending in the resulting menu.
2. Group: In the menu for the InvoiceUniquifier column click Add Trailing Group by InvoiceUniquifier to group the values and create a subsequent row where summary calculations can be inserted. Click Add Leading Group to introduce the group with a summary.
3. Summarize: In the menu for a column that has been grouped, select a summary from the Trailing Subtotals menu.

the procedure below to create a simple bar chart that shows the total ApprovedLimit for each InvoiceUniquifier.

1. Click the arrow in the ApprovedLimit column header and click "Chart by ApprovedLimit" in the menu. If you have already grouped on a column in the Table view, InvoiceUniquifier, for example, you can select the option to chart ApprovedLimit by InvoiceUniquifier.
2. In the Chart Setup window, select columns to draw the chart: To add the column for the x-axis, click the button next to the Data box.

Selecting the x-axis and y-axis will draw the chart. You can also process data in the Chart Setup: Set the following options to create a basic chart.

1. Click the button next to the Data box and select Specify Field Value. Select a column in the resulting dialog.
2. Select a summary for the y-axis in the Summary menu.