Vault CRM Reporting and Star Schemas in OBIEE

The CData ODBC Driver for Vault CRM is a standard database driver that can integrate real-time access to Vault CRM data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Vault CRM 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 Vault CRM Data as a Remote Oracle Database.

Connect to Vault CRM 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.

You are ready to connect after specifying the following connection properties:

• Url: The host you see in the URL after you login to your account. For example: https://my-veeva-domain.veevavault.com
• User: The username you use to login to your account.
• Password: The password you use to login to your account.

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 Vault CRM Metadata

Follow the steps below to use the OBIEE Client Tools to import Vault CRM metadata into an OBIEE repository. You can then integrate Vault CRM 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 Vault CRM tables. 👁 Tables to be imported into the repository. (Salesforce is shown.)
   

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