Build Dashboards with Outlook Data in DBxtra

The CData ODBC driver for Outlook enables access to live data from Outlook under the ODBC standard, allowing you work with Outlook data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Outlook data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Outlook data in DBxtra.

Connect to Outlook Data

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   Using OAuth Authentication

   Microsoft Graph API uses OAuth 2.0 for authentication. You must register an application in the Microsoft Azure Portal to obtain OAuth credentials (Client ID and Client Secret).

   Obtaining OAuth Credentials

   1. Log in to the Azure Portal.
   2. Navigate to Azure Active Directory > App registrations.
   3. Click New registration to create a new application.
   4. Enter an application name and select the appropriate account types.
   5. Set the Redirect URI to your application's callback URL (e.g., http://localhost:33333 for desktop apps).
   6. Click Register to create the application.
   7. On the application overview page, copy the Application (client) ID - this is your OAuthClientId.
   8. Navigate to Certificates & secrets and create a new client secret.
   9. Copy the client secret value - this is your OAuthClientSecret.
   10. Navigate to API permissions and add the required Microsoft Graph API permissions:
       • Mail.Read - For accessing email messages
       • Contacts.Read - For accessing contacts
       • Calendars.Read - For accessing calendar events
       • Tasks.Read - For accessing To Do tasks
       • offline_access - For obtaining refresh tokens
   11. Click Grant admin consent to grant these permissions.

   Connecting with OAuth

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. The CData API Profile for Outlook will automatically walk through the OAuth process in order to obtain the access token.
   • OAuthClientId: Set this to the Application (client) ID from Azure Portal.
   • OAuthClientSecret: Set this to the client secret value from Azure Portal.
   • TenantId: Set this to your Azure AD tenant identifier (GUID or domain name like 'contoso.onmicrosoft.com').
   • CallbackURL: Set this to the Redirect URI you specified in your app registration (e.g., http://localhost:33333 for desktop apps).

   Example connection string

   Profile=C:\profiles\Outlook.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;TenantId=your_tenant_id;CallbackUrl=http://localhost:33333;
   

   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.

2. Open the DBxtra application and in the New menu click Project and name the Project.
3. Select ODBC Connection as the Data Connection Type.
4. Click the browse option () for the Data Source.
5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
7. Name the Connection and select the appropriate User Groups.
8. Double-click the Connection from within the Project to connect to the data.

Create a Dashboard with Outlook Data

You are now ready to create a dashboard with Outlook data.

1. Right-click Report Objects under the Project and select New Report Object.
2. In the new Report Object, click the link to create the Query.
3. In the Select Data Connection window, select the newly created data connection.
4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of Outlook data. Thanks to the ODBC Driver for Outlook, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date Outlook data.