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Connect to live data from Drift with the API Driver

Connect to Drift

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Analyze Drift Data in R


Create data visualizations and use high-performance statistical functions to analyze Drift data in Microsoft R Open.

Access Drift data with pure R script and standard SQL. You can use the CData ODBC Driver for Drift and the RODBC package to work with remote Drift data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Drift data and visualize Drift data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Drift as an ODBC Data Source

Information for connecting to Drift 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 Drift Profile on disk (e.g. C:\profiles\Drift.apip). Next, set the ProfileSettings connection property to the connection string for Drift (see below).

Drift API Profile Settings

Drift uses OAuth-based authentication.

You must first register an application here: https://dev.drift.com. Your app will be assigned a client ID and a client secret. Set these in your connection string via the OAuthClientId and OAuthClientSecret properties. More information on setting up an OAuth application can be found at https://devdocs.drift.com/docs/.

After setting the following options in the ProfileSettings connection property, you are ready to connect:

  • AuthScheme: Set this to OAuth.
  • OAuthClientId: Set this to the Client Id that is specified in your app settings.
  • OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
  • CallbackURL: Set this to the Redirect URI you specified in your app settings.
  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.

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 Drift 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 Source] Driver = CData ODBC Driver for Drift Description = My Description Profile = C:\profiles\Drift.apip Authscheme = OAuth OAuthClientId = your_client_id OAuthClientSecret = your_client_secret CallbackUrl = your_callback_url

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

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint) checkpoint("2016-01-01")

Connect to Drift Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData API Source")

Schema Discovery

The driver models Drift APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Drift API.

contacts <- sqlQuery(conn, "SELECT Id, DisplayName FROM Contacts WHERE LastName = 'Stark'", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(contacts)

Plot Drift Data

You can now analyze Drift data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2)) barplot(contacts$DisplayName, main="Drift Contacts", names.arg = contacts$Id, horiz=TRUE)