Dundas BI でSage 200 Data に連携するダッシュボードを構築

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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。



ダイナミックダッシュボードを作成し、Dandus BI からSage 200 data データを分析

CData ODBC Driver for Sage 200 を使って、ODBC 経由でリアルタイムSage 200 Data にアクセスして、さまざまなBI ツール、レポート作成ツール、およびETL ツールからシームレスに連携。 ここでは、一般的なODBC データプロバイダーとしてSage 200 data に接続し、Dundas BI でSage 200 data データのチャート、レポート、およびダッシュボードを作成する方法について説明します。


※製品について詳しい情報をご希望の方は以下からお進みください。

Sage 200 Data への接続

  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 Dundas BI interface, open the menu, and click New Data Connector.
  3. Configure the Dundas BI Data Connector:
    • Name the Data Connector.
    • Select "ODBC generic" as the Data Provider.
    • Check the "Use System DSN" checkbox.
    • Select the appropriate System DSN.

ダッシュボードにSage 200 Data を追加

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

  1. Navigate to the Home page.
  2. Click Explore Data.
  3. Expand the appropriate Data Connector.
  4. Drag the relevant data from the Connector to the panel.
    • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization.Alternatively, you can select only the fields you wish to include in the visualization.
    • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
  5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
  6. Click Add To New Dashboard to add the visualization to a new dashboard.
  7. Configure the dashboard, creating dynamic visualizations of Sage 200 data.