How to use QODBC with Microstrategy

QODBC enables access to various 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 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 Data by clicking "New Data..".

Click on Database.

Select Generic.

Select "Build Query" as the 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 you want to create in the Microstrategy database connection. In this example, I have used QODBC.
• Password: Enter the password you want to create in the Microstrategy database connection. In this example, I have used QODBC.
• Data Source Name: Enter the Data Source Name you want to create in the Microstrategy database connection. In this example, I have used Test.

Note: QODBC or QuickBooks do not require the username and password, but it is mandatory in Microstrategy, and thus it is added here.

Please Note: If you have a 64-bit application, you must use QRemote 64-bit DSN "QuickBooks Data 64-bit QRemote". Please refer: To how to configure QRemote.

Data source added.

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

Click "Edit SQL" to write an SQL query.

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

Select Data Access Mode that 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.