Use the CData ODBC Driver for Authorize.Net in MicroStrategy Desktop

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When paired with the CData ODBC Driver for Authorize.Net, you gain database-like access to live Authorize.Net data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Authorize.Net as a data source in MicroStrategy Desktop and creating a simple visualization of Authorize.Net data.

The CData ODBC Driver offers unmatched performance for interacting with live Authorize.Net data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Authorize.Net, the driver pushes supported SQL operations, like filters and aggregations, directly to Authorize.Net 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 visualize and analyze Authorize.Net data using native MicroStrategy data types.

Connect to Authorize.Net as an ODBC Data Source

Information for connecting to Authorize.Net follows, along with different instructions for configuring a DSN in Windows and Linux environments.

You can obtain the necessary connection properties on the Security Settings -> General Settings page after logging into your Merchant Account.

• UseSandbox: The Authorize.Net API to be used to process transactions. If you are using a production account, this property can be left blank. If you are using a developer test account, set this to 'TRUE'.
• LoginID: The API login Id associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions. Note that this value is not the same as the login Id that you use to log in to the Merchant Interface.
• TransactionKey: The transaction key associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions.

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 Authorize.Net 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 AuthorizeNet Sys]
Driver = CData ODBC Driver for Authorize.Net
Description = My Description
LoginId = MyLoginId
TransactionKey = MyTransactionKey

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

Connect to and Visualize Authorize.Net Data using MicroStrategy Desktop

In addition to connecting Authorize.Net in MicroStrategy enterprise products, you can connect to Authorize.Net in MicroStrategy Desktop. Follow the steps below to add Authorize.Net data as a dataset and create visualizations and reports of Authorize.Net data.

1. Open MicroStrategy Desktop and create a new dossier.
2. In the datasets panel, click New Data, select Databases, and select Type a Query as the Import Option.
3. Add a new data source and choose DSN data sources.
4. Choose the DSN you previously configured (likely CData AuthorizeNet Sys) and select Generic DBMS in the Version menu.
5. Set the User and Password properties for the DSN (or use placeholder values) and name the data source.
👁 Creating a new data source for Authorize.Net.

6. Select the new database instance to view the tables. You may need to manually click the search icon in the Available Tables section to see the tables.
7. Create a SQL query for the Authorize.Net data (see below) and click Execute SQL to test the query.

   SELECT * FROM SettledBatchList
   

   👁 Querying Authorize.Net for data.
   NOTE: Since we create a live connection, we can execute a SELECT * query and utilize the filtering and aggregation features native to the MicroStrategy products.
8. Click Finish and choose to connect live.
9. Choose a visualization, choose fields to display (data types are discovered automatically through dynamic metadata discovery) and apply any filters to create a new visualization of Authorize.Net data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Authorize.Net, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL Engine embedded in the driver. 👁 Visualize Authorize.Net data.
   
10. Once you are finished configuring the dossier, click File -> Save.

Using the CData ODBC Driver for Authorize.Net in MicroStrategy Desktop, you can easily create robust visualizations and reports on Authorize.Net data. Read our other articles on connecting to Authorize.Net in MicroStrategy and connecting to Authorize.Net in MicroStrategy Web for more examples.