Use the CData ODBC Driver for Wave Financial in MicroStrategy Desktop

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

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

Connect to Wave Financial as an ODBC Data Source

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

Connect using the API Token

You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
2. Select the application that you would like to create a token for. You may need to create an application first.
3. Click the "Create token" button to generate an APIToken.

Connect using OAuth

If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

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 Wave Financial 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 WaveFinancial Sys]
Driver = CData ODBC Driver for Wave Financial
Description = My Description
InitiateOAuth = GETANDREFRESH

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

Connect to and Visualize Wave Financial Data using MicroStrategy Desktop

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

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

   SELECT * FROM Invoices
   

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

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