Explore Geographical Relationships in Ontraport Data with Power Map

The CData ODBC Driver for Ontraport 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 Ontraport data into Excel and start generating location-based insights on Ontraport data in Power Map.

Create an ODBC Data Source for Ontraport

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 Ontraport Profile on disk (e.g. C:\profiles\Ontraport.apip). Next, set the ProfileSettings connection property to the connection string for Ontraport (see below).

Ontraport API Profile Settings

In your Ontraport account, navigate to Administration > Integrations > ONTRAPORT API Instructions and Key Manager to obtain both your API Key and App ID.

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 Ontraport 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 Ontraport data, see the "Using the ODBC Driver" section in the help documentation.

Geocode Ontraport Data

After importing the Ontraport data into an Excel spreadsheet or into PowerPivot, you can drag and drop Ontraport 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.