QuickBooks POS Reporting and Star Schemas in OBIEE

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QuickBooks POS ODBC Driver

The QuickBooks ODBC Driver is a powerful tool that allows you to connect with live data from Quickbooks Point of Sale, directly from any applications that support ODBC connectivity.

Access QuickBooks POS data like you would a database - read, write, and update QuickBooks Inventory, Transactions, Accounts, etc. through a standard ODBC Driver interface.



Create a star schema that shows perspectives on QuickBooks POS facts in real time.

The CData ODBC Driver for QuickBooks POS is a standard database driver that can integrate real-time access to QuickBooks POS data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational QuickBooks POS data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access QuickBooks POS Data as a Remote Oracle Database.

Connect to QuickBooks POS 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.

When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

Requests are made to QuickBooks POS through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks POS and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

The first time you connect, you will need to authorize the Remote Connector with QuickBooks POS. See the "Getting Started" chapter of the help documentation for a guide.

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.

Import QuickBooks POS Metadata

Follow the steps below to use the OBIEE Client Tools to import QuickBooks POS metadata into an OBIEE repository. You can then integrate QuickBooks POS data into your business models.

  1. Open the Administration Tool and click File -> New Repository.

  2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
  3. Select the metadata types you want to import under the Relational Sources option and then select QuickBooks POS tables.
You can now create star schemas based on QuickBooks POS tables: