Use the CData ODBC Driver for Reply.io in MicroStrategy Desktop

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When paired with the CData ODBC Driver for Reply.io, you gain database-like access to live Reply.io data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Reply.io as a data source in MicroStrategy Desktop and creating a simple visualization of Reply.io data.

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

Connect to Reply.io as an ODBC Data Source

Information for connecting to Reply.io follows, along with different instructions for configuring a DSN in Windows and Linux environments.

The Reply.io API uses API Key authentication via the x-api-key request header.

Using API Key Authentication

Your Reply.io API key is required to create a connection. To obtain your API key:

1. Log into your Reply.io account.
2. Click your profile icon and select Settings.
3. Navigate to the API section.
4. Copy your API Key.

After obtaining your API key, set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Reply.io API key.
• UserEmail (optional): Set this to the email address of the Reply.io user on whose behalf requests are made.

Example connection string:

Profile=C:\profiles\ReplyIO.apip;AuthScheme=APIKey;ProfileSettings='APIKey=your_api_key';

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 Reply.io 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 Reply.io
Description = My Description
Profile = C:\profiles\ReplyIO.apip
AuthScheme = APIKey
ProfileSettings = 'APIKey = your_api_key'

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Connect to and Visualize Reply.io Data using MicroStrategy Desktop

In addition to connecting Reply.io in MicroStrategy enterprise products, you can connect to Reply.io in MicroStrategy Desktop. Follow the steps below to add Reply.io data as a dataset and create visualizations and reports of Reply.io data.

1. Open MicroStrategy Desktop and create a new dossier.
2. In the datasets panel, click New Data, select Databases, and select Type a Query as the Import Option.
3. Add a new data source and choose DSN data sources.
4. Choose the DSN you previously configured (likely CData API Sys) and select Generic DBMS in the Version menu.
5. Set the User and Password properties for the DSN (or use placeholder values) and name the data source.

6. Select the new database instance to view the tables. You may need to manually click the search icon in the Available Tables section to see the tables.
7. Create a SQL query for the Reply.io data (see below) and click Execute SQL to test the query.

   SELECT * FROM BillingInfo
   

   NOTE: Since we create a live connection, we can execute a SELECT * query and utilize the filtering and aggregation features native to the MicroStrategy products.
8. Click Finish and choose to connect live.
9. Choose a visualization, choose fields to display (data types are discovered automatically through dynamic metadata discovery) and apply any filters to create a new visualization of Reply.io data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Reply.io, 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.
10. Once you are finished configuring the dossier, click File -> Save.

Using the CData ODBC Driver for Reply.io in MicroStrategy Desktop, you can easily create robust visualizations and reports on Reply.io data. Read our other articles on connecting to Reply.io in MicroStrategy and connecting to Reply.io in MicroStrategy Web for more examples.