DBxtra で Sage 200 Data に連携するダッシュボードを作成

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Sage 200 ODBC Driver

Sage 200 ODBC Driver を使って、ODBC 接続をサポートするあらゆるアプリケーション・ツールからSage 200 にデータ連携。

Sage 200 データにデータベースと同感覚でアクセスして、Sage 200 のProducts、SalesOrders、Suppliers データに使い慣れたODBC インターフェースで双方向連携。



DBxtra でSage 200 に連携して、ダイナミックダッシュボードでデータを分析。

CData ODBC Driver for Sage 200 は、Sage 200 データを標準SQL で使えるようにし、BI、帳票、ETL ツールからの連携を実現します。本記事では、DBxtra からSage 200 データにGeneric ODBC として接続し、レポートやダッシュボードを作成します。

Sage 200 Data への連携

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
    • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.

    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.

  2. Open the DBxtra application and in the New menu click Project and name the Project.
  3. Select ODBC Connection as the Data Connection Type.
  4. Click the browse option () for the Data Source.
  5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
  6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
  7. Name the Connection and select the appropriate User Groups.
  8. Double-click the Connection from within the Project to connect to the data.

Sage 200 Data に連携するダッシュボードの作成

You are now ready to create a dashboard with Sage 200 data.

  1. Right-click Report Objects under the Project and select New Report Object.
  2. In the new Report Object, click the link to create the Query.
  3. In the Select Data Connection window, select the newly created data connection.
  4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
  5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of Sage 200 data. Thanks to the ODBC Driver for Sage 200, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date Sage 200 data.