Use the CData ODBC Driver for CleverPush in MicroStrategy Desktop

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When paired with the CData ODBC Driver for CleverPush, you gain database-like access to live CleverPush data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding CleverPush as a data source in MicroStrategy Desktop and creating a simple visualization of CleverPush data.

The CData ODBC Driver offers unmatched performance for interacting with live CleverPush data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to CleverPush, the driver pushes supported SQL operations, like filters and aggregations, directly to CleverPush 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 visualize and analyze CleverPush data using native MicroStrategy data types.

Connect to CleverPush as an ODBC Data Source

Information for connecting to CleverPush follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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

Cleverpush API Profile Settings

CleverPush uses private API keys to authenticate requests. Your API key is passed as the Authorization request header value on every API call.

You can find your private API key in the CleverPush dashboard under Settings > API. Use the private key (not the public key) for server-side access.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your CleverPush private API key.

Optional Connection Properties

• ChannelId: Set this to your default CleverPush channel identifier. Most tables require a channel filter. Setting this property allows queries without specifying ChannelId in every WHERE clause.

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 CleverPush 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 API Sys]
Driver = CData ODBC Driver for CleverPush
Description = My Description
Profile = C:\profiles\Cleverpush.apip
ProfileSettings = 'APIKey = my_api_key'

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

Connect to and Visualize CleverPush Data using MicroStrategy Desktop

In addition to connecting CleverPush in MicroStrategy enterprise products, you can connect to CleverPush in MicroStrategy Desktop. Follow the steps below to add CleverPush data as a dataset and create visualizations and reports of CleverPush data.

1. Open MicroStrategy Desktop and create a new dossier.
2. In the datasets panel, click New Data, select Databases, and select Type a Query as the Import Option.
3. Add a new data source and choose DSN data sources.
4. Choose the DSN you previously configured (likely CData API Sys) and select Generic DBMS in the Version menu.
5. Set the User and Password properties for the DSN (or use placeholder values) and name the data source.

6. Select the new database instance to view the tables. You may need to manually click the search icon in the Available Tables section to see the tables.
7. Create a SQL query for the CleverPush data (see below) and click Execute SQL to test the query.

   
   SELECT * FROM Segments
   

   NOTE: Since we create a live connection, we can execute a SELECT * query and utilize the filtering and aggregation features native to the MicroStrategy products.
8. Click Finish and choose to connect live.
9. Choose a visualization, choose fields to display (data types are discovered automatically through dynamic metadata discovery) and apply any filters to create a new visualization of CleverPush data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to CleverPush, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL Engine embedded in the driver.
10. Once you are finished configuring the dossier, click File -> Save.

Using the CData ODBC Driver for CleverPush in MicroStrategy Desktop, you can easily create robust visualizations and reports on CleverPush data. Read our other articles on connecting to CleverPush in MicroStrategy and connecting to CleverPush in MicroStrategy Web for more examples.