Connect to Live Salesforce Chatter Data in MicroStrategy through CData Connect Server

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CData Connect Server


Create a virtual database for Salesforce Chatter in CData Connect Server and connect to it from MicroStrategy.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Server, you gain database-like access to live Salesforce Chatter data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a virtual database for Salesforce Chatter in Connect Server and connecting to Connect Server in MicroStrategy to create a simple visualization of Salesforce Chatter data.

As a hosted integration platform, Connect Server is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a virtual database for Salesforce Chatter and connect from MicroStrategy to start performing analytics based on live Salesforce Chatter data.

Configuring Connect Server

To work with live Salesforce Chatter data in MicroStrategy, we need to create a virtual database for Salesforce Chatter in Connect Server.

Create a Virtual MySQL Database for Salesforce Chatter in Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and create virtual databases.

  1. Open Connect Server and click Databases
  2. Select "Salesforce Chatter" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Salesforce Chatter

    Salesforce Chatter uses OAuth 2.0 authentication. To authenticate to Salesforce Chatter via OAuth 2.0, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Salesforce Chatter.

  4. Click Test Database
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions

Connect to and Visualize Salesforce Chatter Data Using MicroStrategy

You can connect to Salesforce Chatter in MicroStrategy by adding a data source based on the native MySQL functionality. Once you have created a data source, you can build dynamic visualizations of Salesforce Chatter data in MicroStrategy.

  1. Open MicroStrategy and select your project.
  2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
  3. In the Import from Tables wizard, click to add a new Data Source.
  4. Select MySQL in the Database menu and select MySQL 5.x in the Version menu.
  5. Set the connection properties as follows:
    • Server Name: the URL for your Connect Server instance (i.e.: CONNECT_SERVER_URL)
    • Port Number: the port for your Connect Server MySQL service (3306 by default)
    • Database Name: the name of your virtual Salesforce Chatter database (i.e.: SalesforceChatter1)
    • User: a Connect Server user with permissions to access your Salesforce Chatter database
    • Password: the password for your Connect Server user
    • Data Source Name: a name for the new external data source, like "Connect Server Salesforce Chatter"
  6. Expand the menu for the new data source and choose "Edit Catalog Options"
  7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).

    SELECT DISTINCT 
      TABLE_SCHEMA NAME_SPACE, 
      TABLE_NAME TAB_NAME, 
      COLUMN_NAME COL_NAME, 
      (CASE 
        WHEN 
          (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='ucs2')) 
        THEN 
          CONCAT('n',DATA_TYPE) 
        ELSE 
          DATA_TYPE 
      END) DATA_TYPE, 
      CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
      NUMERIC_PRECISION DATA_PREC, 
      NUMERIC_SCALE DATA_SCALE 
    FROM 
      INFORMATION_SCHEMA.COLUMNS 
    WHERE 
      TABLE_NAME 
    IN 
      (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
    ORDER BY 
      1,2,3
    
  8. Select the new data source and select the Namespace that corresponds to your virtual Salesforce Chatter database (like SalesforceChatter1).
  9. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
  10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Server.
  11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Salesforce Chatter data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Salesforce Chatter, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Server.
  12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Server with MicroStrategy, you can easily create robust visualizations and reports on Salesforce Chatter data. For more information on creating virtual databases for Salesforce Chatter (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Salesforce Chatter data in MicroStrategy.