Create SAS Data Sets-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Server, you get instant access to SAS Data Sets data for visualizations, reports, and more. This article shows how to create a virtual database for SAS Data Sets in Connect Server and build visualizations from SAS Data Sets data in Klipfolio.

CData Connect Server provides a pure SQL Server interface for SAS Data Sets, allowing you to easily build reports from live SAS Data Sets data in Klipfolio — without replicating the data to a natively supported database. As you build visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to SAS Data Sets, leveraging server-side processing to quickly return the requested SAS Data Sets data.

Create a Virtual SQL Server Database for SAS Data Sets Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "SAS Data Sets" from Available Data Sources.
3. Enter the necessary authentication properties to connect to SAS Data Sets.

   Set the following connection properties to connect to your SAS DataSet files:

   Connecting to Local Files

   • Set the Connection Type to "Local." Local files support SELECT, INSERT, and DELETE commands.
   • Set the URI to a folder containing SAS files, e.g. C:\PATH\TO\FOLDER\.

   Connecting to Cloud-Hosted SAS DataSet Files

   While the driver is capable of pulling data from SAS DataSet files hosted on a variety of cloud data stores, INSERT, UPDATE, and DELETE are not supported outside of local files in this driver.

   Set the Connection Type to the service hosting your SAS DataSet files. A unique prefix at the beginning of the URI connection property is used to identify the cloud data store and the remainder of the path is a relative path to the desired folder (one table per file) or single file (a single table). For more information, refer to the Getting Started section of the Help documentation.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to SAS Data Sets data from Klipfolio.

Connect to SAS Data Sets in Klipfolio

The steps below outline connecting to CData Connect Server from Klipfolio to create a new SAS Data Sets data source.

1. Open Klipfolio
2. Click in Data Feeds on the left panel to add a new data source.
3. Search for and select MS SQL as the Service.
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the SQL Server connection properties:
   • Host: your instance (e.g., CONNECT_SERVER_URL)
   • Port: 1433
   • Database: your database (e.g., SASDataSets1)
   • Driver: MS SQL
   • Username: your Connect Server username
   • Password: your Connect Server password
   • SQL Query: any query to retrieve data (e.g., SELECT * FROM restaurants)
   • Select the checkbox to "Include column headers"
6. Click "Get data" to preview the SAS Data Sets data before building a data model.

Build a Data Model

After retrieving the data, click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save data feed"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Add Metric"
2. Select a measure, placed on the y-axis, to track.
3. Select up to five dimensions/columns, for the x-axis, that you wish to visualize.
4. Click "Save metric"

SQL Access to SAS Data Sets Data from Applications

Now you have a Klip built from live SAS Data Sets data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating SAS Data Sets data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect Server.