Build Dashboards with UPS Data in Dundas BI

Create dynamic dashboards and perform analytics based on UPS data in Dundas BI.

The CData ODBC Driver for UPS enables access to live data from UPS under the ODBC standard, allowing you work with UPS data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to UPS data as a generic ODBC Data Provider and create charts, reports, and dashboards based on UPS data in Dundas BI.

Connect to UPS Data

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    The driver uses five pieces of information in order to authenticate its actions with the UPS service.

    • Server: This controls the URL where the requests should be sent. Common testing options for this are: https://wwwcie.ups.com/ups.app/xml and https://wwwcie.ups.com/webservices
    • AccessKey: This is an identifier that is required to connect to a UPS Server. This value will be provided to you by UPS after registration.
    • UserId: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
    • Password: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
    • AccountNumber: This is a valid 6-digit or 10-digit UPS account number.
    • PrintLabelLocation: This property is required if one intends to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.

    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.

  2. Open the Dundas BI interface, open the menu, and click New Data Connector.
  3. Configure the Dundas BI Data Connector:
    • Name the Data Connector.
    • Select "ODBC generic" as the Data Provider.
    • Check the "Use System DSN" checkbox.
    • Select the appropriate System DSN.

Add UPS Data to a Dashboard

You are now ready to create a dashboard with UPS data.

  1. Navigate to the Home page.
  2. Click Explore Data.
  3. Expand the appropriate Data Connector.
  4. Drag the relevant data from the Connector to the panel.
    • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
    • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
  5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
  6. Click Add To New Dashboard to add the visualization to a new dashboard.
  7. Configure the dashboard, creating dynamic visualizations of UPS data.