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[QODBC-Desktop] How to use QODBC with Microstrategy
Posted by Jack - QODBC Support on 19 December 2016 01:17 PM

How to use QODBC with Microstrategy

QODBC enable access to a wide variety of important data sources in business intelligence tools such as Microstrategy. In this article, We will show how to connect to QuickBooks data, import data with the UI or with a query, and create a dashboard with several data visualizations.

The steps below show how to access data from the QODBC for QuickBooks in Microstrategy.

On the dashboard, click the plus icon to add a Data by clicking "New Data..".

 

Click on Database.

 

Select Generic.

 

Select "Build Query" as Import option & click "Next".

 

On the dashboard, click "Add.." to add a connection to QuickBooks.

 

In the dialog that is displayed, the following information is required:

  • DSN: Select DSN associated with QODBC & QuickBooks from the list. The default DSN is QuickBooks Data.
  • Version: Select the "Generic DBMS" option in the menu.
  • User: Enter the username which you want to create in Microstrategy database connection, In this example, I have used QODBC.
  • Password: Enter the password which you want to create in Microstrategy database connection, In this example, I have used QODBC.
  • Data Source Name: Enter the Data Source Name which you want to create in Microstrategy database connection, In this example, I have used Test.

Note: The username and password are not required by QODBC or QuickBooks but it is mandatory in Microstrategy and thus it is added here.

 

 

Please Note: If you have a 64-bit application, then you need to use QRemote 64-bit DSN "QuickBooks Data 64-bit QRemote". Please refer: How to configure QRemote

 

Data source added.

 

Double click on Data source name to see the list of available table.

 

Click "Edit SQL" for writing SQL query.

 

Enter the query in the Editor
In this example, I am fetching Customer Name & Balance from the Customer table.
SELECT Name, Balance FROM Customer

 

Select Data Access Mode which you want to select.
In this example, I have selected Import as an In-memory Dataset.

 

On the resulting page, click Select Visualization -> Bar Chart -> Clustered Bar Chart.

 

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