Use the CData ODBC Driver for Xero in SAS JMP





Xero ODBC Driver

Xero ODBC ドライバーは、ODBC 接続をサポートする任意のアプリケーションからリアルタイムなXero 会計ソフトウェアデータに直接接続できるパワフルなツールです。標準のODBC ドライバーインタフェースを使用して、データベースのようにXero データにアクセスし、Xero の顧客、トランザクション、請求書、販売レシートなどの読み、書き、更新を実行できます。

You can use the CData ODBC Driver to integrate Xero data into the statistical analysis tools available in SAS JMP. This article shows how to use Xero data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Xero to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Xero API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Xero API supports bidirectional access. This article shows how to access Xero data into a report and create data visualization. It also shows how to use SQL to query and manipulate Xero data from the JMP Query Builder.

Access Xero Data as an ODBC Data Source

If you have not already done so, specify connection properties defined in the data source name (DSN).

Below is a typical connection string:

You can configure the DSN in the built-in Microsoft ODBC Data Source Administrator. This is the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to use the Microsoft ODBC Data Source Administrator to create and configure a DSN.

Import Xero Data with the Query Builder

After you have created the Xero DSN, you can use SQL to invoke the capabilities of the Xero API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAP JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Xero Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData Xero Source;", "INSERT INTO Items (Name) VALUES ('Golf balls - white single');");

Vizualize Xero Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Name.
  2. Drag a measure column onto the y axis. For example, QuantityOnHand.
  3. Select a chart type. For example, a bar chart.