Xero WorkflowMax Reporting and Star Schemas in OBIEE

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Xero WorkflowMax ODBC Driver

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

Access Xero WorkflowMax data like you would a database - read, write, and update Xero WorkflowMax Clients, Jobs, Leads, Quotes, etc. through a standard ODBC Driver interface.



Create a star schema that shows perspectives on Xero WorkflowMax facts in real time.

The CData ODBC Driver for Xero WorkflowMax is a standard database driver that can integrate real-time access to Xero WorkflowMax data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Xero WorkflowMax data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Xero WorkflowMax Data as a Remote Oracle Database.

Connect to Xero WorkflowMax 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.

To connect to the WorkflowMax API, obtain an APIKey and AccountKey from Xero. This can only be done by contacting Xero support (https://www.workflowmax.com/contact-us).

After obtaining an API Key and Account Key, set the values in the APIKey and AccountKey connection properties. Once these are set, you are ready to connect.

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 Xero WorkflowMax Metadata

Follow the steps below to use the OBIEE Client Tools to import Xero WorkflowMax metadata into an OBIEE repository. You can then integrate Xero WorkflowMax data into your business models.

  1. Open the Administration Tool and click File -> New Repository.

  2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
  3. Select the metadata types you want to import under the Relational Sources option and then select Xero WorkflowMax tables.
You can now create star schemas based on Xero WorkflowMax tables: