Use the CData JDBC Driver for Typeform in MicroStrategy

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for Typeform, you gain database-like access to live Typeform data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a database instance for Typeform in MicroStrategy Developer and create a Warehouse Catalog for the Typeform data.

The CData JDBC Driver offers unmatched performance for interacting with live Typeform data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Typeform, the driver pushes supported SQL operations, like filters and aggregations, directly to Typeform and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Typeform data using native MicroStrategy data types.

Connect to Typeform in MicroStrategy Developer

You can connect to Typeform in MicroStrategy Developer by adding a database instance based on the CData JDBC Driver for Typeform.^* Before you begin, you will need to install the JDBC Driver for Typeform on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Developer is connected to.

1. Open MicroStrategy Developer and select a Project Source.
2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance.
3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection.
4. In the database connection wizard, name the connection and create a new Database Login name, setting the user and password for Typeform.
5. On the Advanced tab for the connection wizard, set the additional connection string parameters as follows.
   • Add the JDBC keyword to the connection string.
   • Set MSTR_JDBC_JAR_FOLDER to the path of the directory containing the JAR file for the JDBC driver. (C:\Program Files\CData JDBC Driver for Typeform\lib\ on Windows.)
   • Set DRIVER to cdata.jdbc.api.APIDriver, the driver class.
   • Set URL to the JDBC URL for the Typeform driver, which contains the necessary connection properties.

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

     TypeForm API Profile Settings

     Authentication to TypeForm uses the OAuth standard.

     To authenticate to TypeForm, you must first register and configure an OAuth application with TypeForm here: https://admin.typeform.com/account#/section/tokens. Your app will be assigned a client ID and a client secret which can be set in the connection string. More information on setting up an OAuth application can be found at https://developer.typeform.com/get-started/.

     Note that there are several different use scenarios which all require different redirect URIs:

     • CData Desktop Applications: CData desktop applications (Sync, API Server, ArcESB) accept OAuth tokens at /src/oauthCallback.rst. The host and port is the same as the default port used by the application. For example, if you use http://localhost:8019/ to access CData Sync then the redirect URI will be http://localhost:8019/src/oauthCallback.rst.
     • CData Cloud Applications: CData cloud applications are similar to their desktop counterparts. If you access Connect Cloud at https://1.2.3.4/ then you should use the redirect https://1.2.3.4/src/oauthCallback.rst.
     • Desktop Application: When using a desktop application, the URI https://localhost:33333 is recommended.
     • Web Application: When developing a web application using the driver, use your own URI here such as https://my-website.com/oauth.

     After setting the following connection properties, you are ready to connect:

     • AuthScheme: Set this to OAuth.
     • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
     • OAuthClientId: Set this to the Client Id that is specified in your app settings.
     • OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
     • CallbackURL: Set this to the Redirect URI you specified in your app settings.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Typeform JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.api.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     When you configure the JDBC URL, 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.

   Typical additional connection string properties follow:

   JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.api.APIDriver;URL={jdbc:api:Profile=C:\profiles\TypeForm.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;};
6. Ensure that you have not selected an ODBC data source (this will trigger MicroStrategy to use the additional connection string parameters to build the database instance) and click OK.
7. Click OK to close the database instance wizard.
8. In the Project Source, right-click the project and open the Project configuration.
9. Navigate to Database Instances, select the newly created database instance, and click OK.
10. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to Typeform data from the Warehouse Catalog and Data Import.

Connect to Typeform Data from the Warehouse Catalog

Once you have created a database instance based on the JDBC Driver for Typeform, you can connect to data from the Warehouse Catalog.

1. Select your project and click Schema -> Warehouse Catalog.
2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
   • To retrieve the list of tables, use the following query: SELECT * FROM SYS_TABLES
   • To retrieve the list of columns for selected tables, use the following query: SELECT DISTINCT CatalogName NAME_SPACE, TableName TAB_NAME, ColumnName COL_NAME, DataTypeName DATA_TYPE, Length DATA_LEN, NumericPrecision DATA_PREC, NumericScale DATA_SCALE FROM SYS_TABLECOLUMNS WHERE TableName IN (#TABLE_LIST#) ORDER BY 1,2,3
3. Select tables to be used in the project.

Using the CData JDBC Driver for Typeform in MicroStrategy, you can easily create robust visualizations and reports on Typeform data. Read our other articles on connecting to Typeform in MictroStrategy Web and connecting to Typeform in MicroStrategy Desktop for more information.

Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.