Connect to and Query TaxJar Data in QlikView over ODBC

The CData ODBC drivers expand your ability to work with data from hundreds of data sources. QlikView is a business discovery platform that provides self-service BI for all business users in an organization. This article outlines simple steps to connect to TaxJar data using the CData ODBC driver and create data visualizations in QlikView.

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

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.

Populate a Chart with TaxJar Data

The steps below supply the results of an SQL query to a visualization in QlikView. In this article, you will create a bar chart with the query below:

SELECT TransactionID, UserID FROM Orders WHERE TransactionID = '123'

1. Click File -> Edit Script (or click the Edit Script button in the Toolbar).
2. On the Data tab, select ODBC in the Database menu and click Connect. 👁 Connecting to an ODBC data source.
   
3. Select the DSN (CData TaxJar Sys) in the resulting dialog. 👁 Selecting a DSN (Salesforce is shown).
   A command like the following is generated:

   ODBC CONNECT TO [CData TaxJar Sys];
   

4. Enter the SQL query directly into the script with the SQL command (or click Select to build the query in the SELECT statement wizard).

   SQL SELECT TransactionID, UserID FROM Orders WHERE TransactionID = '123';
   

   Where possible, the SQL operations in the query, like filters and aggregations, will be pushed down to TaxJar, 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.

   👁 A script that connects and executes an SQL query. (Salesforce is shown.)
   
5. Close the script editor and reload the document to execute the script.
6. Click Tools -> Quick Chart Wizard. In the wizard, select the chart type. This example uses a bar chart. When building the chart, you have access to the fields from TaxJar, typed appropriately for QlikView, thanks to built-in dynamic metadata querying.
7. When defining Dimensions, select TransactionID in the First Dimension menu.
8. When defining Expressions, click the summary function you want and select UserID in the menu.

9. Finish the wizard to generate the chart. The CData ODBC Driver for TaxJar connects to live TaxJar data, so the chart can be refreshed to see real-time changes. Live connections are possible and effective, thanks to the high-performance data processing native to CData ODBC Drivers.

   👁 A chart populated with the results of a query. (Salesforce is shown.)