Use the CData ODBC Driver for Sage Intacct in MicroStrategy Desktop

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

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

Getting Started

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Connect to Sage Intacct as an ODBC Data Source

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

To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

User, Password, and CompanyId are the credentials for the account you wish to connect to.

SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

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 Sage Intacct 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 SageIntacct Sys]
Driver = CData ODBC Driver for Sage Intacct
Description = My Description
User = myusername
CompanyId = TestCompany
Password = mypassword
SenderId = Test
SenderPassword = abcde123

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

Connect to and Visualize Sage Intacct Data using MicroStrategy Desktop

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

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 Sage Intacct data (see below) and click Execute SQL to test the query.

   SELECT * FROM Customer
   

   👁 Querying Sage Intacct 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 Sage Intacct data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Sage Intacct, 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 Sage Intacct data.
   
10. Once you are finished configuring the dossier, click File -> Save.

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