Create Datasets from Square in Domo Workbench and Build Visualizations of Square Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Square links Domo Workbench to operational Square data. You can build datasets from Square data using standard SQL queries in Workbench and then create real-time visualizations of Square data in the Domo service.

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

Connect to Square 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.

Square uses the OAuth authentication standard. To authenticate using OAuth, register an app with Square to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

Additionally, you must specify the LocationId. You can retrieve the Ids for your Locations by querying the Locations table. Alternatively, you can set the LocationId in the search criteria of your query.

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.

After creating a DSN, you will need to create a dataset for Square in Domo Workbench using the Square DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Square Data

You can follow the steps below to build a dataset based on a table in Square in Domo Workbench using the CData ODBC Driver for Square.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Square Refunds), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Square Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Refunds

   NOTE: By connecting to Square data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Square-specific APIs or protocols.
9. Click preview. 👁 Querying Square Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Square data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Square data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Square Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Square Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Square, you can build custom datasets based on Square data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.