Build Dashboards with Salesforce CRM Analytics Data in DBxtra

The CData ODBC driver for Salesforce CRM Analytics enables access to live data from Salesforce CRM Analytics under the ODBC standard, allowing you work with Salesforce CRM Analytics data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Salesforce CRM Analytics data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Salesforce CRM Analytics data in DBxtra.

Connect to Salesforce CRM Analytics Data

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   Salesforce CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

   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.

2. Open the DBxtra application and in the New menu click Project and name the Project.
3. Select ODBC Connection as the Data Connection Type.
4. Click the browse option () for the Data Source.
5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
7. Name the Connection and select the appropriate User Groups.
8. Double-click the Connection from within the Project to connect to the data.

Create a Dashboard with Salesforce CRM Analytics Data

You are now ready to create a dashboard with Salesforce CRM Analytics data.

1. Right-click Report Objects under the Project and select New Report Object.
2. In the new Report Object, click the link to create the Query.
3. In the Select Data Connection window, select the newly created data connection.
4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of Salesforce CRM Analytics data. Thanks to the ODBC Driver for Salesforce CRM Analytics, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date Salesforce CRM Analytics data.