Connect to Live Reckon Data in MicroStrategy through CData Connect Server

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Server, you gain database-like access to live Reckon data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a virtual database for Reckon in Connect Server and connecting to Connect Server in MicroStrategy to create a simple visualization of Reckon data.

As a hosted integration platform, Connect Server is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a virtual database for Reckon and connect from MicroStrategy to start performing analytics based on live Reckon data.

Configuring Connect Server

To work with live Reckon data in MicroStrategy, we need to create a virtual database for Reckon in Connect Server.

Create a Virtual MySQL Database for Reckon in Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and create virtual databases.

1. Open Connect Server and click Connections
2. Select "Reckon" from Available Data Sources
3. Enter the necessary authentication properties to connect to Reckon
   
   

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

   Requests to Reckon are made through the Remote Connector. The Remote Connector runs on the same machine as Reckon 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 to your company file, you will need to authorize the Remote Connector with Reckon. See the "Getting Started" chapter of the help documentation for a guide.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions

Connect to and Visualize Reckon Data Using MicroStrategy

You can connect to Reckon in MicroStrategy by adding a data source based on the native MySQL functionality. Once you have created a data source, you can build dynamic visualizations of Reckon data in MicroStrategy.

1. Open MicroStrategy and select your project.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select MySQL in the Database menu and select MySQL 5.x in the Version menu.
5. Set the connection properties as follows:
   • Server Name: the URL for your Connect Server instance (i.e.: CONNECT_SERVER_URL)
   • Port Number: the port for your Connect Server MySQL service (3306 by default)
   • Database Name: the name of your virtual Reckon database (i.e.: Reckon1)
   • User: a Connect Server user with permissions to access your Reckon database
   • Password: the password for your Connect Server user
   • Data Source Name: a name for the new external data source, like "Connect Server Reckon"
6. Expand the menu for the new data source and choose "Edit Catalog Options"
7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
   
   

   SELECT DISTINCT 
     TABLE_SCHEMA NAME_SPACE, 
     TABLE_NAME TAB_NAME, 
     COLUMN_NAME COL_NAME, 
     (CASE 
       WHEN 
         (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='ucs2')) 
       THEN 
         CONCAT('n',DATA_TYPE) 
       ELSE 
         DATA_TYPE 
     END) DATA_TYPE, 
     CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
     NUMERIC_PRECISION DATA_PREC, 
     NUMERIC_SCALE DATA_SCALE 
   FROM 
     INFORMATION_SCHEMA.COLUMNS 
   WHERE 
     TABLE_NAME 
   IN 
     (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
   ORDER BY 
     1,2,3
   

8. Select the new data source and select the Namespace that corresponds to your virtual Reckon database (like Reckon1).
9. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Server.
11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Reckon data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Reckon, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Server.
12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Server with MicroStrategy, you can easily create robust visualizations and reports on Reckon data. For more information on creating virtual databases for Reckon (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Reckon data in MicroStrategy.