Use the CData ODBC Driver for Sage X3 Cloud in MicroStrategy Desktop

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When paired with the CData ODBC Driver for Sage X3 Cloud, you gain database-like access to live Sage X3 Cloud data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Sage X3 Cloud as a data source in MicroStrategy Desktop and creating a simple visualization of Sage X3 Cloud data.

The CData ODBC Driver offers unmatched performance for interacting with live Sage X3 Cloud data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Sage X3 Cloud, the driver pushes supported SQL operations, like filters and aggregations, directly to Sage X3 Cloud 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 Sage X3 Cloud data using native MicroStrategy data types.

Connect to Sage X3 Cloud as an ODBC Data Source

Information for connecting to Sage X3 Cloud follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

• URL: The base URL of your Sage X3 Cloud instance.
• OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
• OAuthClientId: Your OAuth application client ID.
• OAuthClientSecret: Your OAuth application client secret.
• Audience: The API audience value for the token request.
• XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
• Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
• Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

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 Sage X3 Cloud 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 SageX3Cloud Sys]
Driver = CData ODBC Driver for Sage X3 Cloud
Description = My Description
AuthScheme = OAuth
URL = https://x3server/
OAuthAccessTokenUrl = https://auth-domain/oauth/token
OAuthClientId = your_client_id
OAuthClientSecret = your_client_secret
Audience = https://api-audience
XAPIKey = your_api_key
Folder = SEED

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

Connect to and Visualize Sage X3 Cloud Data using MicroStrategy Desktop

In addition to connecting Sage X3 Cloud in MicroStrategy enterprise products, you can connect to Sage X3 Cloud in MicroStrategy Desktop. Follow the steps below to add Sage X3 Cloud data as a dataset and create visualizations and reports of Sage X3 Cloud 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 SageX3Cloud 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 Sage X3 Cloud data (see below) and click Execute SQL to test the query.

   
   SELECT * FROM BPCUSTOMER
   

   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 Sage X3 Cloud data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Sage X3 Cloud, 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 Sage X3 Cloud in MicroStrategy Desktop, you can easily create robust visualizations and reports on Sage X3 Cloud data. Read our other articles on connecting to Sage X3 Cloud in MicroStrategy and connecting to Sage X3 Cloud in MicroStrategy Web for more examples.