Use the CData ODBC Driver for Dynamics NAV in MicroStrategy Desktop

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Dynamics NAV ODBC Driver

The Dynamics NAV ODBC Driver is a powerful tool that allows you to connect with live Dynamics NAV data, directly from any applications that support ODBC connectivity.

Access Dynamics NAV like you would a database - read, write, and update Items, Sales Orders, Purchase Orders, etc. through a standard ODBC Driver interface.



Connect to Dynamics NAV data in MicroStrategy Desktop using the CData ODBC Driver for Dynamics NAV.

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

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

Connect to Dynamics NAV as an ODBC Data Source

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

Before you can connect, OData Services will need to be enabled on the server. Once OData Services are enabled, you will be able to query any Services that are published on the server.

The User and Password properties, under the Authentication section, must be set to valid Dynamics NAV user credentials. In addition, you will need to specify a URL to a valid Dynamics NAV server organization root and a ServerInstance. If there is not a Service Default Company for the server, you will need to set the Company as well.

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 Dynamics NAV 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 DynamicsNAV Sys] Driver = CData ODBC Driver for Dynamics NAV Description = My Description http://myserver:7048 User = myserver\Administrator Password = admin ServerInstance = DYNAMICSNAV71

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

Connect to and Visualize Dynamics NAV Data using MicroStrategy Desktop

In addition to connecting Dynamics NAV in MicroStrategy enterprise products, you can connect to Dynamics NAV in MicroStrategy Desktop. Follow the steps below to add Dynamics NAV data as a dataset and create visualizations and reports of Dynamics NAV 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 DynamicsNAV 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 Dynamics NAV data (see below) and click Execute SQL to test the query. SELECT * FROM Customer 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 Dynamics NAV data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Dynamics NAV, 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 Dynamics NAV in MicroStrategy Desktop, you can easily create robust visualizations and reports on Dynamics NAV data. Read our other articles on connecting to Dynamics NAV in MicroStrategy and connecting to Dynamics NAV in MicroStrategy Web for more examples.