Use the CData ODBC Driver for Zenefits in SAS JMP

You can use the CData ODBC Driver for Zenefits to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Zenefits API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

This article shows how to access Zenefits data into a report and create data visualization. It also shows how to use SQL to query Zenefits data from the JMP Query Builder.

Access Zenefits Data as an ODBC Data Source

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.

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

Zenefits API Profile Settings

In order to authenticate to Zenefits, you'll need to provide your API Key. To create an API Key, from your account head over to Company Overview > Custom Integrations, then besides Rest API Access select Add Token. 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.

Import Zenefits Data with the Query Builder

After you have created the Zenefits DSN, you can use SQL to invoke the capabilities of the Zenefits API. Follow the steps below to execute some supported queries in the Query Builder:

1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
2. Click New Connection.
3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
4. In the Available Tables section, select a table and click Primary.
5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
6. Click Run Query to display the data.
7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Visualize Zenefits Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

1. Drag a dimension column onto the x axis. For example, Id.
2. Drag a measure column onto the y axis. For example, Title.
3. Select a chart type. For example, a bar chart.