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CData ODBC Driver for Xero WorkflowMax を使って、SAS からリアルタイムXero WorkflowMax 連携レポートや分析を実施

CData ODBC Driver for Xero WorkflowMax を使って、SAS からXero WorkflowMax 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 Xero WorkflowMax を合わせて使うことで、SAS からリアルタイムXero WorkflowMax data へのアクセスが可能になります。本記事では、SAS でXero WorkflowMax 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 Xero WorkflowMax data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Xero WorkflowMax, the driver pushes supported SQL operations, like filters and aggregations, directly to Xero WorkflowMax 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 Xero WorkflowMax data in SAS.

※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。

Connect to Xero WorkflowMax as an ODBC Data Source

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

To connect to the WorkflowMax API, obtain an APIKey and AccountKey from Xero. This can only be done by contacting Xero support (https://www.workflowmax.com/contact-us).

After obtaining an API Key and Account Key, set the values in the APIKey and AccountKey connection properties. Once these are set, you are ready to connect.

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 Xero WorkflowMax 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 XeroWorkflowMax Sys] Driver = CData ODBC Driver for Xero WorkflowMax Description = My Description APIKey = myApiKey AccountKey = myAccountKey

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

Create a Xero WorkflowMax Library in SAS

Connect to Xero WorkflowMax in SAS by adding a library based on the CData ODBC Driver for Xero WorkflowMax.

  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 Xero WorkflowMax 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 Xero WorkflowMax 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 clients_view as
      select 
        id, 
        name 
      from 
        odbclib.clients 
      where 
        Name = 'Cynthia';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Xero WorkflowMax Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Xero WorkflowMax 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 Xero WorkflowMax Clients data.
    proc print data=clients;
      title "Xero WorkflowMax Clients Data";
    run;
    

Print a Chart

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