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URL: https://www.cdata.com/kb/tech/dataverse-odbc-obiee.rst

⇱ Microsoft Dataverse Reporting and Star Schemas in OBIEE

Microsoft Dataverse Reporting and Star Schemas in OBIEE

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create a star schema that shows perspectives on Microsoft Dataverse facts in real time.

The CData ODBC Driver for Microsoft Dataverse is a standard database driver that can integrate real-time access to Microsoft Dataverse data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Microsoft Dataverse data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Microsoft Dataverse Data as a Remote Oracle Database.

About Microsoft Dataverse Data Integration

CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:

  • Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
  • Authenticate securely with Microsoft Dataverse in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage Microsoft Dataverse entities - listing, creating, and removing associations between entities.

CData customers use our Dataverse connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources)or analyze live Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Connect to Microsoft Dataverse 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.

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
  • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

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 Microsoft Dataverse Metadata

Follow the steps below to use the OBIEE Client Tools to import Microsoft Dataverse metadata into an OBIEE repository. You can then integrate Microsoft Dataverse data into your business models.

  1. Open the Administration Tool and click File -> New Repository.

  2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
  3. Select the metadata types you want to import under the Relational Sources option and then select Microsoft Dataverse tables. 👁 Tables to be imported into the repository. (Salesforce is shown.)
You can now create star schemas based on Microsoft Dataverse tables: 👁 Fact and dimension tables. (Salesforce is shown.)

Ready to get started?

Download a free trial of the Microsoft Dataverse ODBC Driver to get started:

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Learn more:

👁 Microsoft Dataverse Icon
Microsoft Dataverse ODBC Driver

The Microsoft Dataverse ODBC Driver is a powerful tool that allows you to connect with Microsoft Dataverse, directly from any applications that support ODBC connectivity.

Access Microsoft Dataverse like you would a database - access entities through a standard ODBC Driver interface.