Analyze Carbone Data in R via JDBC

Access Carbone data with pure R script and standard SQL on any machine where R and Java can be installed. You can use the CData JDBC Driver for Carbone and the RJDBC package to work with remote Carbone data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Carbone and visualize Carbone data by calling standard R functions.

Install R

You can match the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running open R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open 3.2.3, which is preconfigured to install packages from the Jan. 1, 2016 snapshot of the CRAN repository. This snapshot ensures reproducibility.

Load the RJDBC Package

To use the driver, download the RJDBC package. After installing the RJDBC package, the following line loads the package:

library(RJDBC)

Connect to Carbone as a JDBC Data Source

You will need the following information to connect to Carbone as a JDBC data source:

• Driver Class: Set this to cdata.jdbc.api.APIDriver
• Classpath: Set this to the location of the driver JAR. By default this is the lib subfolder of the installation folder.

The DBI functions, such as dbConnect and dbSendQuery, provide a unified interface for writing data access code in R. Use the following line to initialize a DBI driver that can make JDBC requests to the CData JDBC Driver for Carbone:

driver <- JDBC(driverClass = "cdata.jdbc.api.APIDriver", classPath = "MyInstallationDir\lib\cdata.jdbc.api.jar", identifier.quote = "'") 

You can now use DBI functions to connect to Carbone and execute SQL queries. Initialize the JDBC connection with the dbConnect function.

Start by setting the Profile connection property to the location of the Carbone Profile on disk (e.g. C:\profiles\Carbone.apip). Next, set the ProfileSettings connection property to the connection string for Carbone (see below).

Carbone API Profile Settings

Carbone uses API key authentication via a Bearer token in the Authorization header. To obtain an API key:

1. Log in to your Carbone account at https://account.carbone.io
2. Copy the API key shown on the account home page

After obtaining your API key, set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Carbone API key (Bearer token).
• CarboneVersion: (Optional) The major version of the Carbone API to target via the carbone-version request header. Defaults to 5. Accepted values: 5, 4, 3, staging.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Carbone JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.api.jar

Fill in the connection properties and copy the connection string to the clipboard.

Below is a sample dbConnect call, including a typical JDBC connection string:

conn <- dbConnect(driver,"jdbc:api:Profile=C:\profiles\Carbone.apip;AuthScheme=APIKey;APIKey=your_api_key;")

Schema Discovery

The driver models Carbone APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

dbListTables(conn)

Execute SQL Queries

You can use the dbGetQuery function to execute any SQL query supported by the Carbone API:

templates <- dbGetQuery(conn,"SELECT Id, Name FROM Templates WHERE Category = 'Invoices'")

You can view the results in a data viewer window with the following command:

View(templates)

Plot Carbone Data

You can now analyze Carbone data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(templates$Name, main="Carbone Templates", names.arg = templates$Id, horiz=TRUE)