Connect to and Query Outlook Data in QlikView over ODBC

The CData ODBC drivers expand your ability to work with data from hundreds of data sources. QlikView is a business discovery platform that provides self-service BI for all business users in an organization. This article outlines simple steps to connect to Outlook data using the CData ODBC driver and create data visualizations in QlikView.

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

Connect to Outlook as an ODBC Data Source

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.

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.

Populate a Chart with Outlook Data

The steps below supply the results of an SQL query to a visualization in QlikView. In this article, you will create a bar chart with the query below:

SELECT ,  FROM CalendarGroupCalendars WHERE CalendarGroupId = 'group_id'

1. Click File -> Edit Script (or click the Edit Script button in the Toolbar).
2. On the Data tab, select ODBC in the Database menu and click Connect.
3. Select the DSN (CData API Sys) in the resulting dialog. A command like the following is generated:

   ODBC CONNECT TO [CData API Sys];
   

4. Enter the SQL query directly into the script with the SQL command (or click Select to build the query in the SELECT statement wizard).

   SQL SELECT ,  FROM CalendarGroupCalendars WHERE CalendarGroupId = 'group_id';
   

   Where possible, the SQL operations in the query, like filters and aggregations, will be pushed down to Outlook, 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.

   
5. Close the script editor and reload the document to execute the script.
6. Click Tools -> Quick Chart Wizard. In the wizard, select the chart type. This example uses a bar chart. When building the chart, you have access to the fields from Outlook, typed appropriately for QlikView, thanks to built-in dynamic metadata querying.
7. When defining Dimensions, select in the First Dimension menu.
8. When defining Expressions, click the summary function you want and select in the menu.

9. Finish the wizard to generate the chart. The CData ODBC Driver for Outlook connects to live Outlook data, so the chart can be refreshed to see real-time changes. Live connections are possible and effective, thanks to the high-performance data processing native to CData ODBC Drivers.