Use the CData JDBC Driver for Excel in MicroStrategy

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for Excel, you gain database-like access to live Excel data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a database instance for Excel in MicroStrategy Developer and create a Warehouse Catalog for the Excel data.

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

Connect to Excel in MicroStrategy Developer

You can connect to Excel in MicroStrategy Developer by adding a database instance based on the CData JDBC Driver for Excel.^* Before you begin, you will need to install the JDBC Driver for Excel on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Developer is connected to.

1. Open MicroStrategy Developer and select a Project Source.
2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance. 👁 Create a new Database Instance
   
3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection. 👁 Create a new database connection.
   
4. In the database connection wizard, name the connection and create a new Database Login name, setting the user and password for Excel. 👁 Create a new database login.
   
5. On the Advanced tab for the connection wizard, set the additional connection string parameters as follows.
   • Add the JDBC keyword to the connection string.
   • Set MSTR_JDBC_JAR_FOLDER to the path of the directory containing the JAR file for the JDBC driver. (C:\Program Files\CData JDBC Driver for Excel\lib\ on Windows.)
   • Set DRIVER to cdata.jdbc.excel.ExcelDriver, the driver class.
   • Set URL to the JDBC URL for the Excel driver, which contains the necessary connection properties.

     Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) Excel Files

     CData Drivers let you work with Excel files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

     Setting connection properties for local files

     Set the URI property to local folder path.

     Setting connection properties for files stored in Amazon S3

     To connect to Excel file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended Excel files exist. In addition, at least set these properties:

     • AWSAccessKey: AWS Access Key (username)
     • AWSSecretKey: AWS Secret Key

     Setting connection properties for files stored in Box

     To connect to Excel file(s) within Box, set the URI property to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect to Box.

     Dropbox

     To connect to Excel file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

     SharePoint Online (SOAP)

     To connect to Excel file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended Excel file. Set User, Password, and StorageBaseURL.

     SharePoint Online REST

     To connect to Excel file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended Excel file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

     Google Drive

     To connect to Excel file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended Excel file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Excel JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.excel.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     When you configure the JDBC URL, 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.

   Typical additional connection string properties follow:

   JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.excel.ExcelDriver;URL={jdbc:excel:URI='C:/MyExcelWorkbooks/SampleWorkbook.xlsx';};
   

   👁 Configuring the connection to Excel data using JDBC.
   
6. Ensure that you have not selected an ODBC data source (this will trigger MicroStrategy to use the additional connection string parameters to build the database instance) and click OK.
7. Click OK to close the database instance wizard.
8. In the Project Source, right-click the project and open the Project configuration.
9. Navigate to Database Instances, select the newly created database instance, and click OK. 👁 Adding the new database instance to the project.
   
10. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to Excel data from the Warehouse Catalog and Data Import.

Connect to Excel Data from the Warehouse Catalog

Once you have created a database instance based on the JDBC Driver for Excel, you can connect to data from the Warehouse Catalog.

1. Select your project and click Schema -> Warehouse Catalog. 👁 Creating the Warehouse Catalog
   
2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
   • To retrieve the list of tables, use the following query:

     SELECT 
      * 
     FROM 
      SYS_TABLES
      

   • To retrieve the list of columns for selected tables, use the following query:

     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
      

   👁 Custom metadata queries.
   
3. Select tables to be used in the project. 👁 Selecting tables to be used in the project.
   

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

Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.