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Get the Report →Use the CData ODBC Driver for Marketo in SAS for Real-Time Reporting and Analytics
Connect to real-time Marketo data in SAS for reporting, analytics, and visualizations using the CData ODBC Driver for Marketo.
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 Marketo, you gain database-like access to live Marketo data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for Marketo in SAS and creating a simple report based on real-time Marketo data.
The CData ODBC Driver offers unmatched performance for interacting with live Marketo data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Marketo, the driver pushes supported SQL operations, like filters and aggregations, directly to Marketo 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 Marketo data in SAS.
Connect to Marketo as an ODBC Data Source
Information for connecting to Marketo follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Marketo must be installed on the machine hosting the SAS System).
Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.
For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.
For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.
See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.
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 Marketo 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 Marketo Sys]
Driver = CData ODBC Driver for Marketo
Description = My Description
Schema = REST
RESTEndpoint = https://311-IFS-929.mktorest.com/rest
OAuthClientId = MyOAuthClientId
OAuthClientSecret = MyOAuthClientSecret
For specific information on using these configuration files, please refer to the help documentation (installed and found online).
Create a Marketo Library in SAS
Connect to Marketo in SAS by adding a library based on the CData ODBC Driver for Marketo.
- Open SAS and expand Libraries in the Explorer pane.
- In the Active Libraries window, right-click and select New.
- Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
- Set Data Source to the DSN you previously configured and click OK.
Create a View from a Marketo 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 Marketo data for reports, charts, and analytics.
Using the Query Tool
- In SAS, click Tools -> Query
- Select the table sources and the table(s) you wish to pull data from. Then, click OK.
- Select columns and right-click to add filtering, ordering, grouping, etc.
- 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
- In SAS, navigate to the Editor window.
- 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 leads_view as select email, annualrevenue from odbclib.leads where Country = 'U.S.A.'; quit;
- Click Run -> Submit to execute the query and create a local view.
Report On or Visualize Marketo Data in SAS
With a local view created, you can report, visualize, or otherwise analyze Marketo 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
- In SAS, navigate to the Editor window.
- Use PROC PRINT to print an HTML report for the Marketo Leads data.
proc print data=leads; title "Marketo Leads Data"; run;
Print a Chart
- In SAS, navigate to the Editor window.
- Use PROC GCHART to create a chart for the Leads data.
proc gchart data=leads; pie email / sumvar=annualrevenue value=arrow percent=arrow noheading percent=inside plabel=(height=12pt) slice=inside value=none name='LeadsChart'; run;