Analyze Clio Data in SAP Analytics Cloud

SAP Analytics Cloud is a cloud-based business intelligence platform. The CData Connect Server creates a virtual database for Clio and can be used to generate an OData API (natively consumable in Analytics Cloud) for Clio. By pairing SAP Analytics Cloud with the CData Connect Server, you get direct connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server as you would any other OData service and get instant, consolidated access to all of your data.

In this article, we walk through connecting to Clio in Connect Server and connecting to Connect Server from Analytics Cloud to create a model and build a simple dashboard.

Configure Connect Server to Connect to Clio

To connect to Clio data from SAP Analytics Cloud, you need to configure Clio access from your Connect Server instance. This means creating a user, connecting to Clio, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a User to connect to Clio from Analytics Cloud through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Clio from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

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

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

   Clio API Profile Settings

   Clio uses OAuth-based authentication.

   First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally you will need to set the Region in ProfileSettings connection property.

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

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
   • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.
4. Click Save Changes
5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Clio OData Endpoints in Connect Server

After connecting to Clio, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Clio database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Model of Clio Data in SAP Analytics Cloud

With the connection to Clio configured and the OData endpoint(s) created, we can create a Model for Clio data in SAP Analytics Cloud.

1. Log into your Analytics Cloud instance and click Create -> Model from the menu.
2. Choose "Get data from a datasource" and select "OData Services"
3. Choose an existing connection to your Connect Server OData or Create a new one:
   • Set "Connection Name"
   • Set "Data Service URL" to the Base URL for your OData API (typically: CONNECT_SERVER_URL/api.rsc)
   • Set "Authentication Type" to Basic Authentication
   • Set "User Name" to the Connect Server user you configured earlier
   • Set "Password" to the Authtoken for the above user
4. Choose "Create a new query" and click Next
5. Name the Query, select an OData endpoint (like apidb_Bills) and click Next
6. Drag the columns you wish to work with into the Selected Data workspace and click Create
7. At this point, a Draft Data source is created; click the draft to finalize the model
8. Perform any transformations, including creating calculated dimensions, location dimensions, and combining data sources, then click Create Model
9. Name your model and click OK

Build a Dashboard in SAP Analytics Cloud

With the model created, you are ready to create a dashboard in SAP Analytics Cloud based on Clio data.

1. From the menu, click Create -> Story
2. Click an SAP Analytics Template (this article uses the "Dashboard" template)
3. Choose a layout and click Apply
4. From the More menu, select a visualization to insert (Chart)
5. Select a model to visualize
6. Select a structure and the required Measures and Dimensions
7. Save the story

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Clio data. For more information on creating OData feeds from Clio (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Clio data in SAP Analytics Cloud.