Analyze Dynamics GP Data in R



Create data visualizations and use high-performance statistical functions to analyze Dynamics GP data in Microsoft R Open.

Access Dynamics GP data with pure R script and standard SQL. You can use the CData ODBC Driver for Dynamics GP and the RODBC package to work with remote Dynamics GP data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Dynamics GP data and visualize Dynamics GP data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Dynamics GP as an ODBC Data Source

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

To authenticate set the User and Password connection properties.

To connect set the URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId; you can obtain this value in the company setup window: Click Tools -> Setup -> Company.

By default, data summaries are not returned to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

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 Dynamics GP 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 DynamicsGP Source] Driver = CData ODBC Driver for Dynamics GP Description = My Description CompanyId = mycompanyId user = myuser password = mypassword URL = http://{servername}:{port}/Dynamics/GPService

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

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint) checkpoint("2016-01-01")

Connect to Dynamics GP Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData DynamicsGP Source")

Schema Discovery

The driver models Dynamics GP APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Dynamics GP API.

salesinvoice <- sqlQuery(conn, "SELECT CustomerName, TotalAmount FROM SalesInvoice", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(salesinvoice)

Plot Dynamics GP Data

You can now analyze Dynamics GP data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2)) barplot(salesinvoice$TotalAmount, main="Dynamics GP SalesInvoice", names.arg = salesinvoice$CustomerName, horiz=TRUE)

Ready to get started?

Download a free trial of the Dynamics GP ODBC Driver to get started:

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Learn more:

Dynamics GP Icon Dynamics GP ODBC Driver

The Dynamics GP ODBC Driver is a powerful tool that allows you to connect with live Dynamics GP data, directly from any applications that support ODBC connectivity.

Access Dynamics GP like you would a database - query Vendors, Customers, Invoices, Quotes, etc. through a standard ODBC Driver interface.