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

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

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

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

Connect to OFX as an ODBC Data Source

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

The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

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 OFX 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 OFX Sys] Driver = CData ODBC Driver for OFX Description = My Description OFXUser = myUser OFXPassword = myPassword FIID = myFIID

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

Create a OFX Library in SAS

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

  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 OFX 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 OFX 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 invbalances_view as
      select 
        id, 
        amount 
      from 
        odbclib.invbalances 
      where 
        ServiceType = 'CREDITCARD';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize OFX Data in SAS

With a local view created, you can report, visualize, or otherwise analyze OFX 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 OFX InvBalances data.
    proc print data=invbalances;
      title "OFX InvBalances Data";
    run;
    

Print a Chart

  1. In SAS, navigate to the Editor window.
  2. Use PROC GCHART to create a chart for the InvBalances data.
    proc gchart data=invbalances;
      pie id / sumvar=amount
          value=arrow
          percent=arrow
          noheading
          percent=inside plabel=(height=12pt)
          slice=inside value=none
          name='InvBalancesChart';
    run;