Use the CData ODBC Driver for Clio in MicroStrategy Web

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

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

Connect to Clio as an ODBC Data Source

Information for connecting to Clio follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Clio must be installed on the machine hosting the connected MicroStrategy Intelligence Server).

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

Clio API Profile Settings

Clio uses OAuth-based authentication.

First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI that is specified in your app settings.
• Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

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 Clio 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 Clio
Description = My Description
Profile = C:\profiles\Clio.apip
ProfileSettings = 'Region = your_region'
Authscheme = OAuth
OAuthClientId = your_client_id
OAuthClientSecret = your_client_secret
CallbackUrl = your_callback_url

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

Connect to and Visualize Clio Data using MicroStrategy Web

Once you have created a database instance in MicroStrategy Developer and connected it to a project, you can perform a data import of Clio data from MicroStrategy Web. Alternatively, you can create a new data source based on the ODBC Driver.^*

1. Open MicroStrategy Web and select your project.
2. Click Add External Data, select Databases, and choose Select a Table as the Import Option.
3. In the Import from Tables wizard, click to add a new data source.
   • Select DSN Data Sources
   • Set the DSN property to the previously configured DSN (CData API Sys)
   • Set the Version property to Generic DBMS
   • Set the User and Password properties (or use filler values)
   • Set the Data Source Name
   👁 Configuring the new Data Source
   
4. After creating the data source, click to edit the catalog options and set the following queries and click OK.
   • SQL statement to retrieve tables available in the data source

     SELECT
      CatalogName NAME_SPACE,
      TableName TAB_NAME
     FROM
      SYS_TABLES
      

   • SQL statement to retrieve columns for the selected tables

     SELECT DISTINCT 
      CatalogName NAME_SPACE, 
      TableName TAB_NAME, 
      ColumnName COL_NAME, 
      DataTypeName DATA_TYPE, 
      Length DATA_LEN, 
      NumericPrecision DATA_PREC, 
      NumericScale DATA_SCALE 
     FROM 
      SYS_TABLECOLUMNS 
     WHERE 
      TableName IN (#TABLE_LIST#) 
     ORDER BY
      1,2,3
      

5. Drag a table into the pane. 👁 Connecting to Clio data.
   Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products.
6. Click Finish, choose to the option to connect live, save the query, and choose the option to create a new dossier. 👁 Save the query and create a new dossier.
   
7. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Clio data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Clio, 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 Clio data.
   
8. Once you have finished configuring the dossier, click File -> Save.

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

Note: connecting using a ODBC driver requires a 3- or 4-tier architecture.