Use the CData ODBC Driver for Salesforce Chatter in SAS JMP

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Chatter ODBC Driver

The Salesforce Chatter ODBC Driver is a powerful tool that allows you to connect with live data from Chatter, directly from any applications that support ODBC connectivity.

With the Chatter ODBC Driver accessing live Comments, Groups, Feeds, etc. is as easy as querying a database.



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

You can use the CData ODBC Driver for Salesforce Chatter to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Salesforce Chatter 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.

This article shows how to access Salesforce Chatter data into a report and create data visualization. It also shows how to use SQL to query Salesforce Chatter data from the JMP Query Builder.

Access Salesforce Chatter Data as an ODBC Data Source

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.

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.

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.

Import Salesforce Chatter Data with the Query Builder

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

  1. In SAS 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.

Visualize Salesforce Chatter 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, PostCount.
  3. Select a chart type. For example, a bar chart.