How to Easily Query Sage X3 Cloud Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for Sage X3 Cloud, you can seamlessly integrate and query live Sage X3 Cloud data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Sage X3 Cloud to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for Sage X3 Cloud data in the CData ODBC Driver for Sage X3 Cloud, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried Sage X3 Cloud data data.

Configure the Sage X3 Cloud DSN Using the CData ODBC Driver for Sage X3 Cloud

To start, configure the DSN (Data Source Name) for Sage X3 Cloud data in your system using the CData ODBC Driver for Sage X3 Cloud. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

Once launched, double-click on the CData Sage X3 Cloud data Source and enter the required values to establish a connection:

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.

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.

• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.

• Click Browse to locate and select the DSN you created, then click OK.

• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.

• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Sage X3 Cloud data data, ready for querying and analysis.

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Sage X3 Cloud data objects.

• Review the Sage X3 Cloud data Object List: In the left pane, click on Tables to view the Sage X3 Cloud data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Sage X3 Cloud data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

That's it! You have now successfully established a connection to Sage X3 Cloud data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Sage X3 Cloud data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.

• In the Report Wizard, choose the Sage X3 Cloud data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.

• After configuring the fields, click Finish to generate your report.

• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Sage X3 Cloud data, and ready for analysis.

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