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URL: https://www.cdata.com/kb/tech/aircall-odbc-sas.rst

โ‡ฑ Use the CData ODBC Driver for Aircall in SAS for Real-Time Reporting and Analytics


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

๐Ÿ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to real-time Aircall data in SAS for reporting, analytics, and visualizations using the CData ODBC Driver for Aircall.

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 Aircall, you gain database-like access to live Aircall data from SAS, expanding your reporting and analytics capabilities. This article explains how to create a library for Aircall in SAS and create a simple report based on real-time Aircall data.

The CData ODBC Driver offers unmatched performance for interacting with live Aircall data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Aircall, the driver pushes supported SQL operations, like filters and aggregations, directly to Aircall 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 Aircall data in SAS.

Connect to Aircall as an ODBC Data Source

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

Start by setting the Profile connection property to the location of the Aircall Profile on disk (e.g. C:\profiles\Aircall.apip). Next, set the ProfileSettings connection property to the connection string for Aircall (see below).

Aircall API Profile Settings

In Aircall, go to your company settings and create a new API key to receive an API ID and API token. Combine them as

APIId:APIToken
for the APIKey property.

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 Aircall 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 API Sys]
Driver = CData ODBC Driver for Aircall
Description = My Description
Profile = C:\profiles\Aircall.apip
ProfileSettings = 'APIKey = your_api_id:your_api_token'

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

Create a Aircall Library in SAS

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

  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. ๐Ÿ‘ Creating a library for Aircall in SAS.

Create a View from a Aircall 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 Aircall 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. ๐Ÿ‘ Selecting table(s) to visualize.
  3. Select columns and right-click to add filtering, ordering, grouping, etc. ๐Ÿ‘ Selecting columns(s) to visualize and configuring the query.
  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. ๐Ÿ‘ Create a local view to work with Aircall data.

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 calls_view as
     select 
     id, 
     direction 
     from 
     odbclib.calls 
     where 
     Status = 'completed';
    quit;
    
  3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Aircall Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Aircall 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 Aircall Calls data.
    proc print data=calls;
     title "Aircall Calls Data";
    run;
    
    ๐Ÿ‘ A simple Aircall data report.

Print a Chart

  1. In SAS, navigate to the Editor window.
  2. Use PROC GCHART to create a chart for the Calls data.
    proc gchart data=calls;
     pie id / sumvar=direction
     value=arrow
     percent=arrow
     noheading
     percent=inside plabel=(height=12pt)
     slice=inside value=none
     name='CallsChart';
    run;
    
    ๐Ÿ‘ A simple Aircall data chart.