Explore Geographical Relationships in LionDesk Data with Power Map

The CData ODBC Driver for LionDesk is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current LionDesk data into Excel and start generating location-based insights on LionDesk data in Power Map.

Create an ODBC Data Source for LionDesk

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.

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

LionDesk API Profile Settings

Register an OAuth application via the LionDesk Developer Center Apps Page to obtain your Client ID and Client Secret.

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.

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 LionDesk Data into Excel

You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import LionDesk data, see the "Using the ODBC Driver" section in the help documentation.

Geocode LionDesk Data

After importing the LionDesk data into an Excel spreadsheet or into PowerPivot, you can drag and drop LionDesk entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.

In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.

Select Measures and Categories

You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.