Explore Geographical Relationships in SageHR Data with Power Map

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

Create an ODBC Data Source for SageHR

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.

Start by setting the Profile connection property to the location of the SageHR Profile on disk (e.g. C:\profiles\SageHR.apip). Next, set the ProfileSettings connection property to the connection string for SageHR (see below).

SageHR API Profile Settings

Navigate to Settings > Integrations > API in your SageHR account and click Enable API Access to obtain your API key. Your Subdomain is the prefix of your SageHR URL.

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

Geocode SageHR Data

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