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Use the CData ODBC Driver for Epicor ERP in SAS for Real-Time Reporting and Analytics

Connect to real-time Epicor ERP data in SAS for reporting, analytics, and visualizations using the CData ODBC Driver for Epicor ERP.

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 Epicor ERP, you gain database-like access to live Epicor ERP data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for Epicor ERP in SAS and creating a simple report based on real-time Epicor ERP data.

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

Connect to Epicor ERP as an ODBC Data Source

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

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.

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 Epicor ERP 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 EpicorERP Sys] Driver = CData ODBC Driver for Epicor ERP Description = My Description ervice = Erp.BO.CustomerSvc ERPInstance = MyInstance URL = https://myaccount.epicorsaas.com User = username Password = password

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

Create a Epicor ERP Library in SAS

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

  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 Epicor ERP 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 Epicor ERP 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 
        custnum, 
        company 
      from 
        odbclib.customers 
      where 
        CompanyName = 'CompanyName';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Epicor ERP Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Epicor ERP 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 Epicor ERP Customers data.
    proc print data=customers;
      title "Epicor ERP 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 custnum / sumvar=company
          value=arrow
          percent=arrow
          noheading
          percent=inside plabel=(height=12pt)
          slice=inside value=none
          name='CustomersChart';
    run;