Build Dashboards with SAS xpt Data in Dundas BI

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

Connect to SAS xpt 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.
   
   

   Connecting to Local SASXpt Files

   You can connect to local SASXpt file by setting the URI to a folder containing SASXpt files.

   Connecting to S3 data source

   You can connect to Amazon S3 source to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the folder within your bucket that you would like to connect to.
   • AWSAccessKey: Set this to your AWS account access key.
   • AWSSecretKey: Set this to your AWS account secret key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).

   Connecting to Azure Data Lake Storage Gen2

   You can connect to ADLS Gen2 to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the name of the file system and the name of the folder which contacts your SASXpt files.
   • AzureAccount: Set this to the name of the Azure Data Lake storage account.
   • AzureAccessKey: Set this to our Azure DataLakeStore Gen 2 storage account access key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).

   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 SAS xpt Data to a Dashboard

You are now ready to create a dashboard with SAS xpt 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 SAS xpt data.