Connect to Live SAP Ariba Source Data in MicroStrategy through CData Connect AI

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect AI, you gain database-like access to live SAP Ariba Source data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through connecting to SAP Ariba Source in Connect AI and connecting to Connect AI in MicroStrategy to create a simple visualization of SAP Ariba Source data.

As a cloud-based integration platform, Connect AI is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a live connection to SAP Ariba Source and connect from MicroStrategy to start performing analytics based on live SAP Ariba Source data.

Configure SAP Ariba Source Connectivity for Microstrategy

Connectivity to SAP Ariba Source from Microstrategy is made possible through CData Connect AI. To work with SAP Ariba Source data from Microstrategy, we start by creating and configuring a SAP Ariba Source connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "SAP Ariba Source" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to SAP Ariba Source.

   In order to connect with SAP Ariba Source, set the following:

   • API: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Supplier, Sourcing Project Management, or Contract API based on your business role (possible values are SupplierDataAPIWithPaginationV4, SourcingProjectManagementAPIV2, or ContractAPIV1).
   • DataCenter: The data center where your account's data is hosted.
   • Realm: The name of the site you want to access.
   • Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

   If you are connecting to the Supplier Data API or the Contract API, additionally set the following:

   • User: Id of the user on whose behalf API calls are invoked.
   • PasswordAdapter: The password associated with the authenticating User.

   If you're connecting to the Supplier API, set ProjectId to the Id of the sourcing project you want to retrieve data from.

   Authenticating with OAuth

   After setting connection properties, you need to configure OAuth connectivity to authenticate.

   • Set AuthScheme to OAuthClient.
   • Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

     For more information on creating an OAuth application, refer to the Help documentation.

   Automatic OAuth

   After setting the following, you are ready to connect:

   APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

   When you connect, the provider automatically completes the OAuth process:

   1. The provider obtains an access token from SAP Ariba and uses it to request data.
   2. The provider refreshes the access token automatically when it expires.
   3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add SAP Ariba Source Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to SAP Ariba Source data from MicroStrategy.

Connect to and Visualize SAP Ariba Source Data Using MicroStrategy

You can connect to SAP Ariba Source in MicroStrategy by adding a data source based on the native SQL Server functionality. Once you have created a data source, you can build dynamic visualizations of SAP Ariba Source data in MicroStrategy.

1. Open MicroStrategy and select your account.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option. 👁 Adding External Data
   
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
5. Sat the connection properties as follows:
   • Server Name: tds.cdata.com
   • Port Number: 14333
   • Database Name: the name of your SAP Ariba Source connection (e.g. SAPAribaSource1)
   • User: a Connect AI user
   • Password: the PAT for your Connect AI user
   • Data Source Name: a name for the new external data source, like "CData Cloud SAP Ariba Source"
6. Expand the menu for the new data source and choose "Edit Catalog Options"👁 Edit the catalog options.
   
7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
   
   

   SELECT DISTINCT 
    TABLE_SCHEMA NAME_SPACE, 
    TABLE_NAME TAB_NAME, 
    COLUMN_NAME COL_NAME, 
    (CASE 
    WHEN 
    (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2')) 
    THEN 
    CONCAT('a',DATA_TYPE) 
    ELSE 
    DATA_TYPE 
    END) DATA_TYPE, 
    CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
    NUMERIC_PRECISION DATA_PREC, 
    NUMERIC_SCALE DATA_SCALE 
   FROM 
    INFORMATION_SCHEMA.COLUMNS 
   WHERE 
    TABLE_NAME 
   IN 
    (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
   ORDER BY 
    1,2,3
   

8. Select the new data source and select the Namespace that corresponds to your virtual SAP Ariba Source database (like SAPAribaSource1).
9. Drag tables into the pane to insert then. 👁 Select tables to insert.
   Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect AI. 👁 Save the query and create a new dossier.
    
11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of SAP Ariba Source data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to SAP Ariba Source, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect AI. 👁 Visualize SAP Ariba Source data.
    
12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect AI with MicroStrategy, you can easily create robust visualizations and reports on SAP Ariba Source data. For more information on connecting to SAP Ariba Source (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live SAP Ariba Source data in MicroStrategy.