Explore Geographical Relationships in QuickBooks POS Data with Power Map

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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 data visualizations with QuickBooks POS data in Power Map.

The CData ODBC Driver for QuickBooks POS is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current QuickBooks POS data into Excel and start generating location-based insights on QuickBooks POS data in Power Map.

Create an ODBC Data Source for QuickBooks POS

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.

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 Data into Excel

You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import QuickBooks POS data, see the "Using the ODBC Driver" section in the help documentation.

Geocode QuickBooks POS Data

After importing the QuickBooks POS data into an Excel spreadsheet or into PowerPivot, you can drag and drop QuickBooks POS entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.

In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.

Select Measures and Categories

You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.