Create Data Visualizations in Cognos BI with Microsoft Dataverse Data

You can use the CData ODBC driver for Microsoft Dataverse to integrate Microsoft Dataverse data with the drag-and-drop style of Cognos Report Studio. This article describes both a graphical approach to create data visualizations, with no SQL required, as well as how to execute any SQL query supported by Microsoft Dataverse.

Configure and Publish the 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.

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
• Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

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.

If you are running Cognos from a 64-bit machine and want to modify the DSN or create other Microsoft Dataverse DSNs, you must use a system DSN. You will also need to open the 32-bit ODBC Data Source Administrator. You can open it with the following command:

After creating a DSN, you can then publish the data source:

1. Open Cognos Administration and click Data Source Connections to add a new data source:

2. Select the ODBC option and enter the DSN, CData CDS Sys, and a user-friendly name.

3. Click Retrieve Objects and choose the CData Microsoft Dataverse database object.

Add Data Visualizations to a Report

You can now create reports on Microsoft Dataverse data in Cognos Report Studio by dragging and dropping table columns from the Source Explorer onto report objects. The sections below show how to create a simple report with a chart that shows up-to-date data.

As you build the report, Cognos Report Studio will generate SQL queries and rely on the driver to execute them. The driver will convert queries into requests to the Microsoft Dataverse API. To execute queries to the live Microsoft Dataverse data, the driver depends on the capabilities of the underlying API.

Create a Chart Based on an Aggregate

You can populate almost any report object in Cognos with Microsoft Dataverse data by simply dragging and dropping columns from the Source Explorer onto the dimensions of the object. The column in the Series dimension of the chart is automatically grouped.

Additionally, Cognos sets a logical default aggregate function for the measure dimension based on the data type. For this example, override the default by clicking the Name column in the Data Items tab and set the Aggregate Function property to Not Applicable. The Rollup Aggregate Function property must be set to Automatic.

Convert a Query Object to SQL

When you know the query you need, or if you want to adjust the generated query, convert a query object into an SQL statement. After a query has been converted to SQL, the UI controls are not available for the query object. Follow the procedure below to populate a chart with user-defined SQL.

Cognos will rely on the driver to execute the user-defined query. Using the driver's SQL engine ensures that queries will always return up-to-date results, as there is no cached copy of the data.

1. Hover over the Query Explorer and click the Queries folder to display the query objects in your report.

2. If you want to edit the autogenerated query, click the button in the Generated SQL property for the query object. In the resulting dialog, click Convert.

   If you want to enter a new SQL statement, drop an SQL object in-line with the query object.

3. Modify the properties for the SQL object: Select the Microsoft Dataverse data source in the SQL properties and set the SQL Syntax property to Native.

4. Click the button in the SQL property and enter the SQL query in the resulting dialog. This example uses the query below:

   SELECT AccountId, Name FROM Accounts WHERE Name = 'MyAccount'

5. Modify the properties for the query object: Set the Processing property to "Limited Local". This value is required to convert a query object to SQL.

Fill a Chart with the Results of a Query

You can now access the results of the SQL query as objects in the Data Items tab. Follow the procedure below to create a chart with the results; for example, the Name for each AccountId from the Accounts table.

1. Return to the page by hovering over the Page Explorer and then clicking the page object.
2. Drag a pie chart from the toolbox onto the workspace.
3. In the properties for the chart, set the Query property to the name of the query you created above.
4. Click the Data Items tab and drag columns onto the x- and y-axes. In this example, drag the AccountId column to the Series (pie slices) box and the Name column to the Default Measure box.

5. Modify the default properties for the Default Measure (the Name values): In the Aggregate Function box, select the Total option.

Run the report to add the results of the query.