Use the CData ODBC Driver for SharePoint in MicroStrategy Desktop

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

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

Getting Started

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Connect to SharePoint as an ODBC Data Source

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

Set the URL property to the base SharePoint site or to a sub-site. This allows you to query any lists and other SharePoint entities defined for the site or sub-site.

The User and Password properties, under the Authentication section, must be set to valid SharePoint user credentials when using SharePoint On-Premise.

If you are connecting to SharePoint Online, set the SharePointEdition to SHAREPOINTONLINE along with the User and Password connection string properties. For more details on connecting to SharePoint Online, see the "Getting Started" chapter of the help documentation

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 SharePoint 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 SharePoint Sys]
Driver = CData ODBC Driver for SharePoint
Description = My Description
User = myuseraccount
Password = mypassword
Auth Scheme = NTLM
URL = http://sharepointserver/mysite
SharePointEdition = SharePointOnPremise

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

Connect to and Visualize SharePoint Data using MicroStrategy Desktop

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

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

   SELECT * FROM MyCustomList
   

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

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