Import SAP Ariba Source Data into FileMaker Pro

One of the strengths of the CData ODBC driver is its ubiquitous support across many applications and platforms. In this article, you will configure the ODBC driver in FileMaker Pro and create data visualizations with SAP Ariba Source data.

Query SAP Ariba Source Data in FileMaker Pro

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. See the "Getting Started" chapter of the help documentation for a guide to creating a DSN on Windows or Unix-based systems like Mac OS X and Linux.

In order to connect with SAP Ariba Source, set the following:

• API: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Supplier, Sourcing Project Management, or Contract API based on your business role (possible values are SupplierDataAPIWithPaginationV4, SourcingProjectManagementAPIV2, or ContractAPIV1).
• DataCenter: The data center where your account's data is hosted.
• Realm: The name of the site you want to access.
• Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

If you are connecting to the Supplier Data API or the Contract API, additionally set the following:

• User: Id of the user on whose behalf API calls are invoked.
• PasswordAdapter: The password associated with the authenticating User.

If you're connecting to the Supplier API, set ProjectId to the Id of the sourcing project you want to retrieve data from.

Authenticating with OAuth

After setting connection properties, you need to configure OAuth connectivity to authenticate.

• Set AuthScheme to OAuthClient.
• Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

  For more information on creating an OAuth application, refer to the Help documentation.

Automatic OAuth

After setting the following, you are ready to connect:

APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

When you connect, the provider automatically completes the OAuth process:

1. The provider obtains an access token from SAP Ariba and uses it to request data.
2. The provider refreshes the access token automatically when it expires.
3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.

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.

You can then load SAP Ariba Source data into tables in Filemaker Pro:

1. In your solution, click File -> Import Records -> ODBC Data Source, and select the CData SAP Ariba Source DSN.

2. In the resulting SQL Query Builder wizard, select tables and columns and then click Insert into SQL Query. You can edit this query directly. For example:

   SELECT SMVendorID, Category FROM Vendors WHERE Region = 'USA'

   You can use the UI to build filters in the WHERE clause by clicking the WHERE tab.

3. In the resulting Import Field Mapping wizard, you can define mappings from columns in the data source to the columns in a destination table. To create a new table for the query results, select New Table ("CData SAPAribaSource Source") from the Target box, and click Import.

For more information on the SQL that the driver supports out of the box, see the help documentation.

Process Data at Design Time

You can sort and aggregate data, as well as calculate summary functions, while you browse tables. To manipulate the view of data at design time, first complete the two steps below:

1. Switch to Browse mode: Click the Mode pop-up menu in the footer of the application.
2. Switch to Table view: Click the table icon in the View As menu in the main toolbar of the application.

Aggregate and Summarize

Follow the procedure below to group column values and then display a summary, as shown in the screenshot below:

1. Sort: Click the arrow in the SMVendorID column header and then click Sort Ascending in the resulting menu.
2. Group: In the menu for the SMVendorID column click Add Trailing Group by SMVendorID to group the values and create a subsequent row where summary calculations can be inserted. Click Add Leading Group to introduce the group with a summary.
3. Summarize: In the menu for a column that has been grouped, select a summary from the Trailing Subtotals menu.

the procedure below to create a simple bar chart that shows the total Category for each SMVendorID.

1. Click the arrow in the Category column header and click "Chart by Category" in the menu. If you have already grouped on a column in the Table view, SMVendorID, for example, you can select the option to chart Category by SMVendorID.
2. In the Chart Setup window, select columns to draw the chart: To add the column for the x-axis, click the button next to the Data box.

Selecting the x-axis and y-axis will draw the chart. You can also process data in the Chart Setup: Set the following options to create a basic chart.

1. Click the button next to the Data box and select Specify Field Value. Select a column in the resulting dialog.
2. Select a summary for the y-axis in the Summary menu.