Build Dashboards with Klaviyo Data in Dundas BI

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

Connect to Klaviyo 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.
   
   

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

   Klaviyo API Profile Settings

   To authenticate to Klaviyo, you will needto provide an API Key. You can generate or view your API keys under 'My Account' > 'Setting' > 'API Key' > 'Create API Key'. Set the API Key to your Klaviyo Key in the ProfileSettings connection property.

   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 Dundas BI interface, open the menu, and click New Data Connector.
3. Configure the Dundas BI Data Connector:
   • Name the Data Connector.
   • Select "ODBC generic" as the Data Provider.
   • Check the "Use System DSN" checkbox.
   • Select the appropriate System DSN.

Add Klaviyo Data to a Dashboard

You are now ready to create a dashboard with Klaviyo data.

1. Navigate to the Home page.
2. Click Explore Data.
3. Expand the appropriate Data Connector.
4. Drag the relevant data from the Connector to the panel.
   • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
   • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
6. Click Add To New Dashboard to add the visualization to a new dashboard.
7. Configure the dashboard, creating dynamic visualizations of Klaviyo data.