Use the CData ODBC Driver for Wave Financial in SAS JMP

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Wave Financial ODBC Driver

The Wave Financial ODBC Driver is a powerful tool that allows you to connect with live data from Wave Financial, directly from any applications that support ODBC connectivity.

Access Wave Financial data like you would a database - read, write, and update Wave Financial Accounts, Customers, Products, etc. through a standard ODBC Driver interface.



You can use the CData ODBC Driver to integrate Wave Financial data into the statistical analysis tools available in SAS JMP. This article shows how to use Wave Financial data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Wave Financial to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Wave Financial API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Wave Financial API supports bidirectional access. This article shows how to access Wave Financial data into a report and create data visualization. It also shows how to use SQL to query and manipulate Wave Financial data from the JMP Query Builder.

Access Wave Financial Data as an ODBC Data Source

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.

Connect using the API Token

You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

  1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
  2. Select the application that you would like to create a token for. You may need to create an application first.
  3. Click the "Create token" button to generate an APIToken.

Connect using OAuth

If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

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 Wave Financial Data with the Query Builder

After you have created the Wave Financial DSN, you can use SQL to invoke the capabilities of the Wave Financial API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Wave Financial Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData WaveFinancial Source;", "INSERT INTO Invoices (Status) VALUES ('SENT');");

Visualize Wave Financial Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Id.
  2. Drag a measure column onto the y axis. For example, DueDate.
  3. Select a chart type. For example, a bar chart.