Access Live Adobe Target Data in SAS JMP via ODBC

You can use the CData ODBC Driver for Adobe Target to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Adobe Target 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.

This article shows how to access Adobe Target data into a report and create data visualization. It also shows how to use SQL to query Adobe Target data from the JMP Query Builder.

Access Adobe Target 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.

To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

To determine your Tenant name:

1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
3. Set the Tenant connection property to that value.

User Accounts (OAuth)

You must set AuthScheme to OAuthClient for all user account flows.

Note: Adobe authentication via OAuth requires updating your token every two weeks.

All Applications

CData provides an embedded OAuth application that simplifies OAuth authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App in the Help documentation for more information.

Obtaining the OAuth Access Token

Set the following properties to connect:

• InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
• OAuthClientId : Set to the client Id assigned when you registered your app.
• OAuthClientSecret : Set to the client secret assigned when you registered your app.
• CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

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 Adobe Target Data with the Query Builder

After you have created the Adobe Target DSN, you can use SQL to invoke the capabilities of the Adobe Target 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 ODBC DSN you configured and then click Next. 👁 Select the ODBC DSN you configured. (Salesforce is shown.)
   
4. The Select Tables for Query dialog is displayed and in the Available Tables section, select a table and click Primary. After choosing the primary table, click Build Query to open the Query Builder. 👁 Select the Primary table for the Query. (Salesforce is shown.)
   
5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated and you can view the generated SQL Query in the SQL tab. 👁 The generated query in the Query Builder. (Salesforce is shown.)
   
6. Click Run Query to display the data. 👁 The results of a query in the Query Builder. (Salesforce is shown.)
   
7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Visualize Adobe Target 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, Name.
3. Select a chart type. For example, a bar chart. 👁 Configuration of a basic chart. (Salesforce is shown.)