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

Access Wave Financial data like you would a database - read, write, and update Wave Financial Accounts, Customers, Products, etc. through a standard ODBC Driver interface.

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Analyze Wave Financial Data in R


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

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

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

Connect using the API Token

You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

  1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
  2. Select the application that you would like to create a token for. You may need to create an application first.
  3. Click the "Create token" button to generate an APIToken.

Connect using OAuth

If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

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 Wave Financial 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 WaveFinancial Source] Driver = CData ODBC Driver for Wave Financial Description = My Description

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 Wave Financial Data as an ODBC Data Source

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

conn <- odbcConnect("CData WaveFinancial Source")

Schema Discovery

The driver models Wave Financial 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 Wave Financial API.

invoices <- sqlQuery(conn, "SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'", believeNRows=FALSE, rows_at_time=1)

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

View(invoices)

Plot Wave Financial Data

You can now analyze Wave Financial 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(invoices$DueDate, main="Wave Financial Invoices", names.arg = invoices$Id, horiz=TRUE)