Use the CData ODBC Driver for Magento in MicroStrategy Web

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Magento ODBC Driver

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

Access Magento like you would a database - read, write, and update Customers, Inventory, Products, Orders, etc. through a standard ODBC Driver interface.



Connect to Magento data in MicroStrategy Web using the CData ODBC Driver for Magento.

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

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

Connect to Magento as an ODBC Data Source

Information for connecting to Magento follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Magento must be installed on the machine hosting the connected MicroStrategy Intelligence Server).

Magento uses the OAuth 1 authentication standard. To connect to the Magento REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Magento system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

You will also need to provide the URL to your Magento system. The URL depends on whether you are using the Magento REST API as a customer or administrator.

  • Customer: To use Magento as a customer, make sure you have created a customer account in the Magento homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Magento system.

  • Administrator: To access Magento as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

    If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

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 Magento 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 Magento Sys] Driver = CData ODBC Driver for Magento Description = My Description OAuthClientId = MyConsumerKey OAuthClientSecret = MyConsumerSecret CallbackURL = http://127.0.0.1:33333 Url = https://mymagentohost.com

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

Connect to and Visualize Magento Data using MicroStrategy Web

Once you have created a database instance in MicroStrategy Developer and connected it to a project, you can perform a data import of Magento data from MicroStrategy Web. Alternatively, you can create a new data source based on the ODBC Driver.*

  1. Open MicroStrategy Web and select your project.
  2. Click Add External Data, select Databases, and choose Select a Table as the Import Option.
  3. In the Import from Tables wizard, click to add a new data source.
    • Select DSN Data Sources
    • Set the DSN property to the previously configured DSN (CData Magento Sys)
    • Set the Version property to Generic DBMS
    • Set the User and Password properties (or use filler values)
    • Set the Data Source Name
  4. After creating the data source, click to edit the catalog options and set the following queries and click OK.
    • SQL statement to retrieve tables available in the data source
      SELECT
        CatalogName NAME_SPACE,
        TableName TAB_NAME
      FROM
        SYS_TABLES
          
    • SQL statement to retrieve columns for the selected tables
      SELECT DISTINCT 
        CatalogName NAME_SPACE, 
        TableName TAB_NAME, 
        ColumnName COL_NAME, 
        DataTypeName DATA_TYPE, 
        Length DATA_LEN, 
        NumericPrecision DATA_PREC, 
        NumericScale DATA_SCALE 
      FROM 
        SYS_TABLECOLUMNS 
      WHERE 
        TableName IN (#TABLE_LIST#) 
      ORDER BY
        1,2,3
          
  5. Drag a table into the pane. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products.
  6. Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier.
  7. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Magento 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 Magento, 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.
  8. Once you have finished configuring the dossier, click File -> Save.

Using the CData ODBC Driver for Magento in MicroStrategy Web, you can easily create robust visualizations and reports on Magento data. Read our other articles on connecting to Magento in MicroStrategy and connecting to Magento in MicroStrategy Desktop for more examples.


Note: connecting using a ODBC driver requires a 3- or 4-tier architecture.