Use the CData ODBC Driver for Klipfolio in SAS for Real-Time Reporting and Analytics

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Klipfolio, you gain database-like access to live Klipfolio data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for Klipfolio in SAS and creating a simple report based on real-time Klipfolio data.

The CData ODBC Driver offers unmatched performance for interacting with live Klipfolio data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Klipfolio, the driver pushes supported SQL operations, like filters and aggregations, directly to Klipfolio and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze Klipfolio data in SAS.

Connect to Klipfolio as an ODBC Data Source

Information for connecting to Klipfolio follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Klipfolio must be installed on the machine hosting the SAS System).

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

Klipfolio API Profile Settings

In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

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 Klipfolio 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

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

Create a Klipfolio Library in SAS

Connect to Klipfolio in SAS by adding a library based on the CData ODBC Driver for Klipfolio.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a Klipfolio Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Klipfolio data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
3. Select columns and right-click to add filtering, ordering, grouping, etc.
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
     create view datasources_view as
     select 
       id, 
       name 
     from 
       odbclib.datasources 
     where 
       IsDynamic = 'true';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Klipfolio Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Klipfolio data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the Klipfolio DataSources data.

   proc print data=datasources;
     title "Klipfolio DataSources Data";
   run;
   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the DataSources data.

   proc gchart data=datasources;
     pie id / sumvar=name
         value=arrow
         percent=arrow
         noheading
         percent=inside plabel=(height=12pt)
         slice=inside value=none
         name='DataSourcesChart';
   run;