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CData ODBC Driver for Oracle Sales Cloud を使って、SAS からリアルタイムレポートや分析を実施。

CData ODBC Driver for Oracle Sales Cloud を使って、SAS からOracle Sales Cloud data データを連携利用。

SAS は、高度なアナリティクス、BI、データ管理、予測分析のためのソフトウェアです。SAS とCData ODBC Driver for Oracle Sales Cloud を合わせて使うことで、SAS からリアルタイムOracle Sales Cloud data へのアクセスが可能になります。本記事では、SAS でOracle Sales Cloud のライブラリを作成し、データベースのようにデータを扱い、レポートを作成します。

The CData ODBC Driver offers unmatched performance for interacting with live Oracle Sales Cloud data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Oracle Sales Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Oracle Sales Cloud 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 easily visualize and analyze Oracle Sales Cloud data in SAS.

Connect to Oracle Sales Cloud as an ODBC Data Source

Information for connecting to Oracle Sales Cloud follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Oracle Sales Cloud must be installed on the machine hosting the SAS System).

OracleSalesCloud uses Basic authentication over SSL; after setting the following connection properties, you are ready to connect:

  • Username: Set this to the user name that you use to log into your Oracle Cloud service.
  • Password: Set this to your password.
  • HostURL: Set this to the Web address (URL) of your Oracle Cloud service.

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 Oracle Sales Cloud 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 OracleSalesCloud Sys] Driver = CData ODBC Driver for Oracle Sales Cloud Description = My Description HostURL = https://my.host.oraclecloud.com Username = abc123 Password = abcdef

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

Create a Oracle Sales Cloud Library in SAS

Connect to Oracle Sales Cloud in SAS by adding a library based on the CData ODBC Driver for Oracle Sales Cloud.

  1. Open SAS and expand Libraries in the Explorer pane.
  2. In the Active Libraries window, right-click and select New.
  3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
  4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a Oracle Sales Cloud Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Oracle Sales Cloud data for reports, charts, and analytics.

Using the Query Tool

  1. In SAS, click Tools -> Query
  2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
  3. Select columns and right-click to add filtering, ordering, grouping, etc.
  4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

  1. In SAS, navigate to the Editor window.
  2. Use PROC SQL to query the data and create a local view.
    NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.
    proc sql;
      create view opportunities_view as
      select 
        optyid, 
        name 
      from 
        odbclib.opportunities 
      where 
        CreatedBy = 'Jack';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Oracle Sales Cloud Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Oracle Sales Cloud data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

  1. In SAS, navigate to the Editor window.
  2. Use PROC PRINT to print an HTML report for the Oracle Sales Cloud Opportunities data.
    proc print data=opportunities;
      title "Oracle Sales Cloud Opportunities Data";
    run;
    

Print a Chart

  1. In SAS, navigate to the Editor window.
  2. Use PROC GCHART to create a chart for the Opportunities data.
    proc gchart data=opportunities;
      pie optyid / sumvar=name
          value=arrow
          percent=arrow
          noheading
          percent=inside plabel=(height=12pt)
          slice=inside value=none
          name='OpportunitiesChart';
    run;
    
 
 
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