Ready to get started?

Learn more about the CData ODBC Driver for Epicor ERP or download a free trial:

Download Now

Use the CData ODBC Driver for Epicor ERP in SAS JMP

You can use the CData ODBC Driver to integrate Epicor ERP data into the statistical analysis tools available in SAS JMP. This article shows how to use Epicor ERP data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Epicor ERP to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Epicor ERP API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Epicor ERP API supports bidirectional access. This article shows how to access Epicor ERP data into a report and create data visualization. It also shows how to use SQL to query and manipulate Epicor ERP data from the JMP Query Builder.

Access Epicor ERP Data as an ODBC 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.

To successfully connect to your ERP instance, you must specify the following connection properties:

  • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
  • ERPInstance: the name of your ERP instance.
  • User: the username of your account.
  • Password: the password of your account.
  • Service: the service you want to retrieve data from. For example, BaqSvc.

In addition, you may also set the optional connection properties:

  • ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
  • ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
  • Company: Required if you set the ApiVersion to v2.

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.

Import Epicor ERP Data with the Query Builder

After you have created the Epicor ERP DSN, you can use SQL to invoke the capabilities of the Epicor ERP API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Epicor ERP Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData EpicorERP Source;", "INSERT INTO Customers (CompanyName) VALUES ('CompanyName');");

Visualize Epicor ERP Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, CustNum.
  2. Drag a measure column onto the y axis. For example, Company.
  3. Select a chart type. For example, a bar chart.