How to Easily Query Pipeliner CRM Data in OpenOffice Base

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData API Driver for ODBC, you can seamlessly integrate and query live Pipeliner CRM data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Pipeliner CRM to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

Overview

Here is an overview of the steps:

1. CONFIGURE: Configure the DSN for Pipeliner CRM data in the CData API Driver for ODBC, using the required connection properties.
2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
3. IMPORT: Once connected, review the available metadata and tables.
4. CREATE: Create a report based on the queried Pipeliner CRM data data.

Configure the Pipeliner CRM DSN Using the CData API Driver for ODBC

To start, configure the DSN (Data Source Name) for Pipeliner CRM data in your system using the CData API Driver for ODBC. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

• On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
• On Mac: Open Applications, go to Utilities, and select ODBC Manager.
• On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

👁 ODBC Data Source Administrator

Once launched, double-click on the CData Pipeliner CRM data Source and enter the required values to establish a connection:

Start by setting the Profile connection property to the location of the Pipeliner CRM Profile on disk (e.g. C:\profiles\Pipeliner.apip). Next, set the ProfileSettings connection property to the connection string for Pipeliner CRM (see below).

Pipeliner CRM API Profile Settings

Navigate to Administration > Obtain API Key within your Pipeliner CRM workspace to retrieve the API Token, API Password, Space ID, and Service URL.

👁 Configuring a DSN (Salesforce is shown)

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

• Launch OpenOffice Base and select Database from the home screen.
👁 Apache OpenOffice Base Homescreen

• In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.
👁 Apache OpenOffice Base Database Wizard

• Click Browse to locate and select the DSN you created, then click OK.
👁 Apache OpenOffice Base DSN (Salesforce is shown)

• Enter the username associated with the DSN, click Test Connection to verify, and then click Next.
👁 Apache OpenOffice Base Database Wizard (Salesforce details are shown)

• Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Pipeliner CRM data data, ready for querying and analysis.
👁 Apache OpenOffice Base Database Save File

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.

Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Pipeliner CRM data objects.

• Review the Pipeliner CRM data Object List: In the left pane, click on Tables to view the Pipeliner CRM data objects now available within OpenOffice Base.
• View Object Data: Click on any object to view its contents. The Pipeliner CRM data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

👁 Apache OpenOffice Base Metadata (Salesforce data is shown)

That's it! You have now successfully established a connection to Pipeliner CRM data in OpenOffice Base, with data readily available for analysis and reporting.

Create a Report

Now, let's generate a report based on your Pipeliner CRM data data.

• Open your database and go to the Reports tab, then select Create Report Using Wizard.
👁 Apache OpenOffice Base Report Screen

• In the Report Wizard, choose the Pipeliner CRM data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.
👁 Apache OpenOffice Base Report Table Objects (Salesforce is shown)

• After configuring the fields, click Finish to generate your report.
👁 Publishing Apache OpenOffice Base Report (with Salesforce data)

• Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Pipeliner CRM data, and ready for analysis.

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