Connect to Live WooCommerce Data in MicroStrategy through CData Connect Cloud

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Cloud, you gain database-like access to live WooCommerce data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through connecting to WooCommerce in Connect Cloud and connecting to Connect Cloud in MicroStrategy to create a simple visualization of WooCommerce data.

As a cloud-based integration platform, Connect Cloud is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a live connection to WooCommerce and connect from MicroStrategy to start performing analytics based on live WooCommerce data.

Configure WooCommerce Connectivity for Microstrategy

Connectivity to WooCommerce from Microstrategy is made possible through CData Connect Cloud. To work with WooCommerce data from Microstrategy, we start by creating and configuring a WooCommerce connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "WooCommerce" from the Add Connection panel
3. Enter the necessary authentication properties to connect to WooCommerce.

   WooCommerce supports the following authentication methods: one-legged OAuth1.0 Authentication and standard OAuth2.0 Authentication.

   Connecting using one-legged OAuth 1.0 Authentication

   Specify the following properties (NOTE: the below credentials are generated from WooCommerce settings page and should not be confused with the credentials generated by using WordPress OAuth2.0 plugin):

   • ConsumerKey
   • ConsumerSecret

   Connecting using WordPress OAuth 2.0 Authentication

   After having configured the plugin, you may connect to WooCommerce by providing the following connection properties:

   • OAuthClientId
   • OAuthClientSecret
   • CallbackURL
   • InitiateOAuth - Set this to either GETANDREFRESH or REFRESH

   In either case, you will need to set the Url property to the URL of the WooCommerce instance.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add WooCommerce Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. Oa the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to WooCommerce data from MicroStrategy.

Connect to and Visualize WooCommerce Data Using MicroStrategy

You can connect to WooCommerce in MicroStrategy by adding a data source based on the native SQL Server functionality. Once you have created a data source, you can build dynamic visualizations of WooCommerce data in MicroStrategy.

1. Open MicroStrategy and select your account.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
5. Sat the connection properties as follows:
   • Server Name: tds.cdata.com
   • Port Number: 14333
   • Database Name: the name of your WooCommerce connection (e.g. WooCommerce1)
   • User: a Connect Cloud user
   • Password: the PAT for your Connect Cloud user
   • Data Source Name: a name for the new external data source, like "CData Cloud WooCommerce"
6. Expand the menu for the new data source and choose "Edit Catalog Options"
7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
   
   

   SELECT DISTINCT 
     TABLE_SCHEMA NAME_SPACE, 
     TABLE_NAME TAB_NAME, 
     COLUMN_NAME COL_NAME, 
     (CASE 
       WHEN 
         (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2')) 
       THEN 
         CONCAT('a',DATA_TYPE) 
       ELSE 
         DATA_TYPE 
     END) DATA_TYPE, 
     CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
     NUMERIC_PRECISION DATA_PREC, 
     NUMERIC_SCALE DATA_SCALE 
   FROM 
     INFORMATION_SCHEMA.COLUMNS 
   WHERE 
     TABLE_NAME 
   IN 
     (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
   ORDER BY 
     1,2,3
   

8. Select the new data source and select the Namespace that corresponds to your virtual WooCommerce database (like WooCommerce1).
9. Drag tables into the pane to insert then. Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Cloud.
11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of WooCommerce data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to WooCommerce, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Cloud.
12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Cloud with MicroStrategy, you can easily create robust visualizations and reports on WooCommerce data. For more information on connecting to WooCommerce (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live WooCommerce data in MicroStrategy.