Explore Geographical Relationships in Aha Data with Power Map

The CData ODBC Driver for Aha is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current Aha data into Excel and start generating location-based insights on Aha data in Power Map.

Create an ODBC Data Source for Aha

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.

Start by setting the Profile connection property to the location of the Aha! Profile on disk (e.g. C:\profiles\aha.apip). Next, set the ProfileSettings connection property to the connection string for Aha! (see below).

Aha! API Profile Settings

The Aha! API uses OAuth-based authentication.

You will first need to register an OAuth app with Aha!. This can be done from your Aha! account under 'Settings' > 'Personal' > 'Developer' > 'OAuth Applications'. Additionally, you will need to set the Domain, found in the domain name of your Aha account. For example if your Aha account is acmeinc.aha.io, then the Domain should be 'acmeinc'.

After setting the following in the connection string, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI you specified in your app settings.
• Domain: Set this in the ProfileSettings to your Aha domain.

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.

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 Aha Data into Excel

You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import Aha data, see the "Using the ODBC Driver" section in the help documentation.

Geocode Aha Data

After importing the Aha data into an Excel spreadsheet or into PowerPivot, you can drag and drop Aha entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.

In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.

Select Measures and Categories

You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.