TaxJar Reporting and Star Schemas in OBIEE

The CData ODBC Driver for TaxJar is a standard database driver that can integrate real-time access to TaxJar data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational TaxJar data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access TaxJar Data as a Remote Oracle Database.

Connect to TaxJar 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.

To authenticate to the TaxJar API, first obtain the API Key from the TaxJar UI.

NOTE: the API is available only for Professional and Premium TaxJar plans.

If you already have a Professional or Premium plan you can find the API Key by logging in the TaxJar UI and navigating to Account -> TaxJar API. After obtaining the API Key, you can set it in the APIKey connection property.

Additional Notes

• By default, the CData connector will retrieve data of the last 3 months in cases where the entity support date range filtering. You can set StartDate to specify the minimum creation date of the data retrieved.
• If the API Key has been created for a sandbox API account please set UseSandbox to true, but not all endpoints will work as expected. For more information, refer to the TaxJar developer 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.

Import TaxJar Metadata

Follow the steps below to use the OBIEE Client Tools to import TaxJar metadata into an OBIEE repository. You can then integrate TaxJar data into your business models.

1. Open the Administration Tool and click File -> New Repository.

2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
3. Select the metadata types you want to import under the Relational Sources option and then select TaxJar tables. 👁 Tables to be imported into the repository. (Salesforce is shown.)
   

You can now create star schemas based on TaxJar tables: 👁 Fact and dimension tables. (Salesforce is shown.)