Use the CData ODBC Driver for Customer.io in SAS for Real-Time Reporting and Analytics

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Customer.io, you gain database-like access to live Customer.io data from SAS, expanding your reporting and analytics capabilities. This article explains how to create a library for Customer.io in SAS and create a simple report based on real-time Customer.io data.

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

Connect to Customer.io as an ODBC Data Source

Information for connecting to Customer.io follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Customer.io must be installed on the machine hosting the SAS System).

Using API Key Authentication

To obtain your Customer.io App API Key, navigate to the Customer.io UI under Data & Integrations > Integrations > Customer.io API and generate your API key.

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

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Customer.io App API Key.

Example Connection String

Profile=C:\profiles\CustomerIO.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";

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 Customer.io 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 Customer.io
Description = My Description
Profile = C:\profiles\CustomerIO.apip
AuthScheme = APIKey
ProfileSettings = "APIKey = your_api_key"

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

Create a Customer.io Library in SAS

Connect to Customer.io in SAS by adding a library based on the CData ODBC Driver for Customer.io.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a Customer.io Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Customer.io data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
3. Select columns and right-click to add filtering, ordering, grouping, etc.
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
     create view customers_view as
     select 
       , 
        
     from 
       odbclib.customers 
     where 
        = '';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Customer.io Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Customer.io data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the Customer.io Customers data.

   proc print data=customers;
     title "Customer.io Customers Data";
   run;
   

   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the Customers data.

   proc gchart data=customers;
     pie  / sumvar=
         value=arrow
         percent=arrow
         noheading
         percent=inside plabel=(height=12pt)
         slice=inside value=none
         name='CustomersChart';
   run;