Use the CData ODBC Driver for Zuora in SAS for Real-Time Reporting and Analytics

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Zuora ODBC Driver

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

Access Zuora data like you would a database - read, write, and update Zuora. through a standard ODBC Driver interface.



Connect to real-time Zuora data in SAS for reporting, analytics, and visualizations using the CData ODBC Driver for Zuora.

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Zuora, you gain database-like access to live Zuora data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for Zuora in SAS and creating a simple report based on real-time Zuora data.

The CData ODBC Driver offers unmatched performance for interacting with live Zuora data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Zuora, the driver pushes supported SQL operations, like filters and aggregations, directly to Zuora and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze Zuora data in SAS.

Connect to Zuora as an ODBC Data Source

Information for connecting to Zuora follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Zuora must be installed on the machine hosting the SAS System).

Zuora uses the OAuth standard to authenticate users. See the online Help documentation for a full OAuth authentication guide.

Configuring Tenant property

In order to create a valid connection with the provider you need to choose one of the Tenant values (USProduction by default) which matches your account configuration. The following is a list with the available options:

  • USProduction: Requests sent to https://rest.zuora.com.
  • USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
  • USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
  • EUProduction: Requests sent to https://rest.eu.zuora.com"
  • EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"

Selecting a Zuora Service

Two Zuora services are available: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

DataQuery

The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

Limitations
  • The maximum number of input records per table after filters have been applied: 1,000,000
  • The maximum number of output records: 100,000
  • The maximum number of simultaneous queries submitted for execution per tenant: 5
  • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
  • The maximum processing time for each query in hours: 1
  • The maximum size of memory allocated to each query in GB: 2
  • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

AQuADataExport

AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:

Limitations
  • If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
  • The killed AQuA job can be retried three times before returned as failed.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Zuora in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Zuora Sys] Driver = CData ODBC Driver for Zuora Description = My Description OAuthClientID = MyOAuthClientId OAuthClientSecret = MyOAuthClientSecret Tenant = USProduction ZuoraService = DataQuery

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Zuora Library in SAS

Connect to Zuora in SAS by adding a library based on the CData ODBC Driver for Zuora.

  1. Open SAS and expand Libraries in the Explorer pane.
  2. In the Active Libraries window, right-click and select New.
  3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
  4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a Zuora Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Zuora data for reports, charts, and analytics.

Using the Query Tool

  1. In SAS, click Tools -> Query
  2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
  3. Select columns and right-click to add filtering, ordering, grouping, etc.
  4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

  1. In SAS, navigate to the Editor window.
  2. Use PROC SQL to query the data and create a local view.
    NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.
    proc sql;
      create view invoices_view as
      select 
        id, 
        billingcity 
      from 
        odbclib.invoices 
      where 
        BillingState = 'CA';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Zuora Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Zuora data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

  1. In SAS, navigate to the Editor window.
  2. Use PROC PRINT to print an HTML report for the Zuora Invoices data.
    proc print data=invoices;
      title "Zuora Invoices Data";
    run;
    

Print a Chart

  1. In SAS, navigate to the Editor window.
  2. Use PROC GCHART to create a chart for the Invoices data.
    proc gchart data=invoices;
      pie id / sumvar=billingcity
          value=arrow
          percent=arrow
          noheading
          percent=inside plabel=(height=12pt)
          slice=inside value=none
          name='InvoicesChart';
    run;