How to connect PolyBase to Wave Financial

PolyBase for SQL Server allows you to query external data by using the same Transact-SQL syntax used to query a database table. When paired with the CData ODBC Driver for Wave Financial, you get access to your Wave Financial data directly alongside your SQL Server data. This article describes creating an external data source and external tables to grant access to live Wave Financial data using T-SQL queries.

NOTE: PolyBase is only available on SQL Server 19 and above, and only for Standard SQL Server.

The CData ODBC drivers offer unmatched performance for interacting with live Wave Financial data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to Wave Financial, the driver pushes down supported SQL operations, like filters and aggregations, directly to Wave Financial and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with Wave Financial data, using a single query to pull data from distributed sources.

Connect to Wave Financial

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 create an external data source in SQL Server using PolyBase, configure a System DSN (CData Wave Financial Sys is created automatically).

Connect using the API Token

You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
2. Select the application that you would like to create a token for. You may need to create an application first.
3. Click the "Create token" button to generate an APIToken.

Connect using OAuth

If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

Click "Test Connection" to ensure that the DSN is connected to Wave Financial properly. Navigate to the Tables tab to review the table definitions for Wave Financial.

Create an External Data Source for Wave Financial Data

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.

CREATE MASTER KEY ENCRYPTION BY PASSWORD = 'password';

Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Wave Financial data.

NOTE: Since Wave Financial does not require a User or Password to authenticate, you may use whatever values you wish for IDENTITY and SECRET.

CREATE DATABASE SCOPED CREDENTIAL wavefinancial_creds
WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for Wave Financial

Execute a CREATE EXTERNAL DATA SOURCE SQL command to create an external data source for Wave Financial with PolyBase:

• Set the LOCATION parameter , using the DSN and credentials configured earlier.

For Wave Financial, set SERVERNAME to the URL or address for your server (e.g. 'localhost' or '127.0.0.1' for local servers; the remote URL for remote servers). Leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_wavefinancial_source
WITH ( 
  LOCATION = 'odbc://SERVER_URL',
  CONNECTION_OPTIONS = 'DSN=CData Wave Financial Sys',
  -- PUSHDOWN = ON | OFF,
  CREDENTIAL = wavefinancial_creds
);

Create External Tables for Wave Financial

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Wave Financial data from your SQL Server instance. The table column definitions must match those exposed by the CData ODBC Driver for Wave Financial. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

Sample CREATE TABLE Statement

The statement to create an external table based on a Wave Financial Invoices would look similar to the following:

CREATE EXTERNAL TABLE Invoices(
  Id [nvarchar](255) NULL,
  DueDate [nvarchar](255) NULL,
  ...
) WITH ( 
  LOCATION='Invoices',
  DATA_SOURCE=cdata_wavefinancial_source
);

Having created external tables for Wave Financial in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to Wave Financial, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for Wave Financial and start working with live Wave Financial data alongside your SQL Server data today.