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Analyze MYOB AccountRight Data in R


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

Access MYOB AccountRight data with pure R script and standard SQL. You can use the CData ODBC Driver for MYOB AccountRight and the RODBC package to work with remote MYOB AccountRight 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 MYOB AccountRight data and visualize MYOB AccountRight 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 MYOB AccountRight as an ODBC Data Source

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

These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

  • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
  • User: The username associated with your company file.
  • Password: The password associated with your company file.

Connecting to a Cloud Instance

To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

Connecting to an On-Premise instance:

When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

  • InitiateOauth: Set this to OFF.
  • Url: The Url of your MYOB instance.

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 MYOB AccountRight 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 MYOB Source] Driver = CData ODBC Driver for MYOB AccountRight Description = My Description OAuthClientId = YourClientId OAuthClientSecret = YourClientSecret CompanyFileId = yourCompanyFileId CallbackURL = http://localhost:33333 User = companyFileUser Password = companyFilePassword

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 MYOB AccountRight Data as an ODBC Data Source

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

conn <- odbcConnect("CData MYOB Source")

Schema Discovery

The driver models MYOB AccountRight 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 MYOB AccountRight API.

accounts <- sqlQuery(conn, "SELECT Id, Name FROM Accounts WHERE Type = 'Bank'", believeNRows=FALSE, rows_at_time=1)

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

View(accounts)

Plot MYOB AccountRight Data

You can now analyze MYOB AccountRight 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(accounts$Name, main="MYOB AccountRight Accounts", names.arg = accounts$Id, horiz=TRUE)

Ready to get started?

Download a free trial of the MYOB AccountRight ODBC Driver to get started:

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Learn more:

MYOB AccountRight Icon MYOB AccountRight ODBC Driver

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

Access MYOB AccountRight data like you would a database - read, write, and update Customers, Transactions, Invoices, Sales Receipts, etc. through a standard ODBC Driver interface.

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