Analyze Sage Intacct Data in R via ODBC

Access Sage Intacct data with pure R script and standard SQL. You can use the CData ODBC Driver for Sage Intacct and the RODBC package to work with remote Sage Intacct data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Sage Intacct data and visualize Sage Intacct data in R.

Getting Started

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Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

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 Source]
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).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint)
checkpoint("2016-01-01")

Connect to Sage Intacct Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData SageIntacct Source")

Schema Discovery

The driver models Sage Intacct APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Sage Intacct API.

customer <- sqlQuery(conn, "SELECT Name, TotalDue FROM Customer", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(customer)

Plot Sage Intacct Data

You can now analyze Sage Intacct data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(customer$TotalDue, main="Sage Intacct Customer", names.arg = customer$Name, horiz=TRUE)

👁 A basic bar plot. (Salesforce is shown.)