Connect to and Query Dynamics 365 Business Central Data in QlikView over ODBC

The CData ODBC drivers expand your ability to work with data from hundreds of data sources. QlikView is a business discovery platform that provides self-service BI for all business users in an organization. This article outlines simple steps to connect to Dynamics 365 Business Central data using the CData ODBC driver and create data visualizations in QlikView.

The CData ODBC drivers offer unmatched performance for interacting with live Dynamics 365 Business Central data in QlikView due to optimized data processing built into the driver. When you issue complex SQL queries from QlikView to Dynamics 365 Business Central, the driver pushes supported SQL operations, like filters and aggregations, directly to Dynamics 365 Business Central 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 Dynamics 365 Business Central data using native QlikView data types.

Connect to Dynamics 365 Business Central 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 authenticate to Dynamics 365 Business Central, you must select an AuthScheme and provide the required properties (OAuth by default).

All Methods

Specify the . If you have multiple companies in your organization, you must also specify the to indicate which company you would like to connect to. does not need to be specified if you have only one company.

Access Key

To authenticate with an Access Key, set AuthScheme to "AccessKey" and provide the and properties.

To obtain the and values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the and connection string properties. Note that the User Name is not your email address. It is a shortened user name.

If you wish to authenticate through other methods, refer to the Help documentation.

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.

Populate a Chart with Dynamics 365 Business Central Data

The steps below supply the results of an SQL query to a visualization in QlikView. In this article, you will create a bar chart with the query below:

SELECT accountid, Name FROM Accounts

1. Click File -> Edit Script (or click the Edit Script button in the Toolbar).
2. On the Data tab, select ODBC in the Database menu and click Connect. 👁 Connecting to an ODBC data source.
   
3. Select the DSN (CData D365BusinessCentral Sys) in the resulting dialog. 👁 Selecting a DSN (Salesforce is shown).
   A command like the following is generated:

   ODBC CONNECT TO [CData D365BusinessCentral Sys];
   

4. Enter the SQL query directly into the script with the SQL command (or click Select to build the query in the SELECT statement wizard).

   SQL SELECT accountid, Name FROM Accounts;
   

   Where possible, the SQL operations in the query, like filters and aggregations, will be pushed down to Dynamics 365 Business Central, 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.

   👁 A script that connects and executes an SQL query. (Salesforce is shown.)
   
5. Close the script editor and reload the document to execute the script.
6. Click Tools -> Quick Chart Wizard. In the wizard, select the chart type. This example uses a bar chart. When building the chart, you have access to the fields from Dynamics 365 Business Central, typed appropriately for QlikView, thanks to built-in dynamic metadata querying.
7. When defining Dimensions, select accountid in the First Dimension menu.
8. When defining Expressions, click the summary function you want and select Name in the menu.

9. Finish the wizard to generate the chart. The CData ODBC Driver for Dynamics 365 Business Central connects to live Dynamics 365 Business Central data, so the chart can be refreshed to see real-time changes. Live connections are possible and effective, thanks to the high-performance data processing native to CData ODBC Drivers.

   👁 A chart populated with the results of a query. (Salesforce is shown.)