Explore Geographical Relationships in Reply.io Data with Power Map

The CData ODBC Driver for Reply.io 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 Reply.io data into Excel and start generating location-based insights on Reply.io data in Power Map.

Create an ODBC Data Source for Reply.io

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.

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.

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 Reply.io 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 Reply.io data, see the "Using the ODBC Driver" section in the help documentation.

Geocode Reply.io Data

After importing the Reply.io data into an Excel spreadsheet or into PowerPivot, you can drag and drop Reply.io 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.