Connect to Live Klipfolio Data in MicroStrategy through CData Connect AI

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect AI, you gain database-like access to live Klipfolio data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through connecting to Klipfolio in Connect AI and connecting to Connect AI in MicroStrategy to create a simple visualization of Klipfolio data.

As a cloud-based integration platform, Connect AI is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a live connection to Klipfolio and connect from MicroStrategy to start performing analytics based on live Klipfolio data.

Configure Klipfolio Connectivity for Microstrategy

Connectivity to Klipfolio from Microstrategy is made possible through CData Connect AI. To work with Klipfolio data from Microstrategy, we start by creating and configuring a Klipfolio connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Klipfolio" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Klipfolio.

   Start by setting the Profile connection property to the location of the Klipfolio Profile on disk (e.g. C:\profiles\Klipfolio.apip). Next, set the ProfileSettings connection property to the connection string for Klipfolio (see below).

   Klipfolio API Profile Settings

   In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Klipfolio Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Klipfolio data from MicroStrategy.

Connect to and Visualize Klipfolio Data Using MicroStrategy

You can connect to Klipfolio in MicroStrategy by adding a data source based on the native SQL Server functionality. Once you have created a data source, you can build dynamic visualizations of Klipfolio data in MicroStrategy.

1. Open MicroStrategy and select your account.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
5. Sat the connection properties as follows:
   • Server Name: tds.cdata.com
   • Port Number: 14333
   • Database Name: the name of your Klipfolio connection (e.g. API1)
   • User: a Connect AI user
   • Password: the PAT for your Connect AI user
   • Data Source Name: a name for the new external data source, like "CData Cloud Klipfolio"
6. Expand the menu for the new data source and choose "Edit Catalog Options"
7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
   
   

   SELECT DISTINCT 
     TABLE_SCHEMA NAME_SPACE, 
     TABLE_NAME TAB_NAME, 
     COLUMN_NAME COL_NAME, 
     (CASE 
       WHEN 
         (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2')) 
       THEN 
         CONCAT('a',DATA_TYPE) 
       ELSE 
         DATA_TYPE 
     END) DATA_TYPE, 
     CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
     NUMERIC_PRECISION DATA_PREC, 
     NUMERIC_SCALE DATA_SCALE 
   FROM 
     INFORMATION_SCHEMA.COLUMNS 
   WHERE 
     TABLE_NAME 
   IN 
     (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
   ORDER BY 
     1,2,3
   

8. Select the new data source and select the Namespace that corresponds to your virtual Klipfolio database (like API1).
9. Drag tables into the pane to insert then. Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect AI.
11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Klipfolio data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Klipfolio, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect AI.
12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect AI with MicroStrategy, you can easily create robust visualizations and reports on Klipfolio data. For more information on connecting to Klipfolio (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Klipfolio data in MicroStrategy.