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

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 Pipeliner CRM, you gain database-like access to live Pipeliner CRM data from SAS, expanding your reporting and analytics capabilities. This article explains how to create a library for Pipeliner CRM in SAS and create a simple report based on real-time Pipeliner CRM data.

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

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 (the ODBC Driver for Pipeliner CRM must be installed on the machine hosting the SAS System).

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 Sys]
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).

Create a Pipeliner CRM Library in SAS

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

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 Pipeliner CRM 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 Pipeliner CRM 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 account_view as
     select 
       success, 
       id 
     from 
       odbclib.account 
     where 
       Name = 'Acme Corporation';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Pipeliner CRM Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Pipeliner CRM 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 Pipeliner CRM Account data.

   proc print data=account;
     title "Pipeliner CRM Account Data";
   run;
   

   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the Account data.

   proc gchart data=account;
     pie success / sumvar=id
         value=arrow
         percent=arrow
         noheading
         percent=inside plabel=(height=12pt)
         slice=inside value=none
         name='AccountChart';
   run;