Access Live Sage 300 Data in SAS JMP via ODBC

You can use the CData ODBC Driver for Sage 300 to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Sage 300 API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

This article shows how to access Sage 300 data into a report and create data visualization. It also shows how to use SQL to query Sage 300 data from the JMP Query Builder.

Access Sage 300 Data 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.

Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

• Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the
• Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
• Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

Authenticate to Sage 300 using Basic authentication.

Connect Using Basic Authentication

You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

• Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
• User: Set this to the username of your account.
• Password: Set this to the password of your account.

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 Sage 300 Data with the Query Builder

After you have created the Sage 300 DSN, you can use SQL to invoke the capabilities of the Sage 300 API. Follow the steps below to execute some supported queries in the Query Builder:

1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
2. Click New Connection.
3. On the Machine Data Source tab, select the ODBC DSN you configured and then click Next. 👁 Select the ODBC DSN you configured. (Salesforce is shown.)
   
4. The Select Tables for Query dialog is displayed and in the Available Tables section, select a table and click Primary. After choosing the primary table, click Build Query to open the Query Builder. 👁 Select the Primary table for the Query. (Salesforce is shown.)
   
5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated and you can view the generated SQL Query in the SQL tab. 👁 The generated query in the Query Builder. (Salesforce is shown.)
   
6. Click Run Query to display the data. 👁 The results of a query in the Query Builder. (Salesforce is shown.)
   
7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Visualize Sage 300 Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

1. Drag a dimension column onto the x axis. For example, InvoiceUniquifier.
2. Drag a measure column onto the y axis. For example, ApprovedLimit.
3. Select a chart type. For example, a bar chart. 👁 Configuration of a basic chart. (Salesforce is shown.)