Connect to and Query Plaid Data in QlikView over ODBC

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Plaid ODBC Driver

The Plaid ODBC Driver is a powerful tool that allows you to connect with live Plaid account data, directly from any applications that support ODBC connectivity.

Access Plaid data like you would a database - read, write, and update Assets, Investments, Liabilities, Transactions, etc. through a standard ODBC Driver interface.



Create data visualizations with Plaid data in QlikView.

The CData ODBC drivers expand your ability to work with data from more than 200 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 Plaid data using the CData ODBC driver and create data visualizations in QlikView.

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

Connect to Plaid 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.

You can connect to Plaid using the embedded OAuth connectivity. When you connect, the Plaid OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

Optionally set the Account Id property to return data related to a specific Account.

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 Plaid 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 AccountId, Name FROM Transactions WHERE Name = 'Apple Store'
  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 Plaid Sys) in the resulting dialog. A command like the following is generated: ODBC CONNECT TO [CData Plaid 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 AccountId, Name FROM Transactions WHERE Name = 'Apple Store';

    Where possible, the SQL operations in the query, like filters and aggregations, will be pushed down to Plaid, 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 Plaid, typed appropriately for QlikView, thanks to built-in dynamic metadata querying.
  7. When defining Dimensions, select AccountId in the First Dimension menu.
  8. When defining Expressions, click the summary function you want and select Name in the menu.
  9. Finish the wizard to generate the chart. The CData ODBC Driver for Plaid connects to live Plaid 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.