Analyze Pipeliner CRM Data in R via ODBC

Access Pipeliner CRM data with pure R script and standard SQL. You can use the CData ODBC Driver for Pipeliner CRM and the RODBC package to work with remote Pipeliner CRM data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Pipeliner CRM data and visualize Pipeliner CRM data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Pipeliner CRM as an ODBC Data Source

Information for connecting to Pipeliner CRM follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Start by setting the Profile connection property to the location of the Pipeliner CRM Profile on disk (e.g. C:\profiles\Pipeliner.apip). Next, set the ProfileSettings connection property to the connection string for Pipeliner CRM (see below).

Pipeliner CRM API Profile Settings

Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

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 Pipeliner CRM 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 API Source]
Driver = CData ODBC Driver for Pipeliner CRM
Description = My Description
Profile = C:\profiles\Pipeliner.apip
ProfileSettings = 'User = your_api_token
Password = your_api_password
SpaceId = your_space_id
ServiceUrl = your_service_url'

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

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint)
checkpoint("2016-01-01")

Connect to Pipeliner CRM Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData API Source")

Schema Discovery

The driver models Pipeliner CRM APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Pipeliner CRM API.

account <- sqlQuery(conn, "SELECT Success, Id FROM Account WHERE Name = 'Acme Corporation'", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(account)

Plot Pipeliner CRM Data

You can now analyze Pipeliner CRM data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(account$Id, main="Pipeliner CRM Account", names.arg = account$Success, horiz=TRUE)