datadirect cloud and microstrategy
TRANSCRIPT
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DataDirect Cloud and MicroStrategy Access Eloqua, Marketo, Sugar CRM, Hubspot, Veeva CRM, Microsoft Dynamics CRM to drive your business
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Core message of the presentation DataDirect Cloud and MicroStrategy can help you build analytics on top of Cloud/SaaS Sources
• DataDirect Cloud technology turns cloud sources into databases • Provides a cloud interface to configure the connector • Provides an ODBC driver to connect to the sources.
• MicroStrategy allows you to do enterprise reporting and dashboards on these cloud sources via DataDirect Cloud • Analyze the data via interactive queries • Combine information from multiple data sources • Build Enterprise reports and dashboards
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Cloud/SaaS applications are disrupting the IT market A clear of trend of migration to the cloud for a number of enterprise applications
http://www.forbes.com/sites/louiscolumbus/2015/01/24/roundup-of-cloud-computing-forecasts-and-market-estimates-2015/#192c1957740c
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Analytics for the SaaS applications are siloed It is critical to have the data from all the systems at your hand to do analysis
http://www.forbes.com/sites/louiscolumbus/2015/01/24/roundup-of-cloud-computing-forecasts-and-market-estimates-2015/#192c1957740c
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Business Analysts like SQL and SaaS firms like WebServices DataDirect Cloud is a bridge between these two worlds
• Cloud/SaaS Providers
• Business Analysts
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DataDirect Cloud Technology
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About Progress DataDirect A long partnership in connecting to datasources
MicroStrategy and Progress DataDirect Partnership • Embedded for 15 years • Used to connect to all major relational databases, Hadoop-Hive,
Cloudera-Impala, MongoDB, Redshift, and Salesforce • MicroStrategy 10 is certified against the DataDirect Cloud Driver
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DataDirect Cloud Connectivity Service for Analytics
• Overview of DataDirect Cloud for MicroStrategy • Popular data sources for MicroStrategy shops • Best practices and Lessons Learned • Demo
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Overview of DataDirect Cloud for MicroStrategy Connectivity Service for Analytics
What is it? • Connectivity Service for BI and Analytics • Direct SQL access to cloud sources (ODBC,JDBC) • Connect any hybrid cloud/on-prem environment (ODBC, JDBC, OData)
What is it not? • Not an integration platform (ETL or ESB) • Not cloud data storage • Not a data preparation tool
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Overview of DataDirect Cloud for MicroStrategy Architecture
Standard BI Connectivity • ANSI SQL • Relational Data
Models • Joins • Aggregates • Scalar Functions
Cloud Apps
Cloud DBMS
Cloud Platforms
RDBMS NoSQL/NewSQL
Big Data
SQL over https https
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Overview of DataDirect Cloud for MicroStrategy Get SQL interface on top of any API
Syntax SELECT select_clause from_clause [where_clause] [groupby_clause] [having_clause] [{UNION [ALL | DISTINCT] | {MINUS [DISTINCT] | EXCEPT [DISTINCT]} | INTERSECT [DISTINCT]} select_statement] [orderby_clause] [limit_clause]
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Overview of DataDirect Cloud for MicroStrategy Get SQL interface on top of any API
Data Source API
Eloqua Web Services API (REST/SOAP) Bulk and non-Bulk APIs No query language
Oracle Service Cloud Web Services APIs (REST/SOAP) ROQL
Google Analytics Hypercube (query limits of 10 metrics grouped by max of 7 dimensions)
Veeva CRM SOAP, BULK, Metadata APIs SOQL
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Power of ODBC DSNs for MicroStrategy Connect Live with DataDirect Cloud ODBC client
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Popular Cloud Data Sources Cloud and Hybrid Connectivity
• Eloqua • Oracle Service Cloud • Marketo • Hubspot • Google Analytics • Veeva CRM • Salesforce • Amazon Redshift • SugarCRM • Hosted Databases (over HTTPS)
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Best practices and Lessons Learned
• SaaS APIs are not databases • How to handle authentication • Keeping up with the APIs • Connect Live versus ETL • Understand road map for new SaaS applications
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Best practices and Lessons Learned SaaS APIs versus databases
• Query language? • Relationships? • Leverage cloud for non-optimized queries
LESSONS LEARNED Live Connect to unrelated objects from any SaaS application with large data volumes will be a challenge – not really different from RDBMS.
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Best practices and Lessons Learned How to handle authentication
• Create different ODBC connections and privileges (similar to RDBMS)
• Common SaaS users and roles for BI
LESSONS LEARNED How to delegate Microstrategy SSO to Salesforce SSO?
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Best practices and Lessons Learned Keeping up with the APIs
• Understand API version changes • Schema management
• Refresh schema? • Understand API call limits
LESSONS LEARNED Salesforce API changes quarterly and requires updates to connectors to support latest fields/objects.
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Best practices and Lessons Learned Connect Live versus In memory dataset
• Understand performance of the APIs • What data volumes are required?
LESSONS LEARNED Pulling very large data volumes in activity and lead records from Eloqua or Marketo is not practical to connect live.
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Best practices and Lessons Learned Know your Roadmap
• Demonstrate thought leadership • Understand the SaaS BI landscape
LESSONS LEARNED Publish data sets for self service analytics. Departments may not engage IT group and duplicate BI efforts further fragmenting your intelligence.
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Demo Microstrategy Desktop with DataDirect Cloud
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MicroStrategy’s Integration with DataDirect Cloud
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Connecting to DataDirect Cloud You could create either a DSN or DSN-less Connection
• For advanced settings a DSN option may be helpful
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Connecting to DataDirect Cloud You could create either a DSN or DSN-less Connection
• For fast and easy data connection creation use the DSN-less option
https://documentation.progress.com/output/DataDirect/DataDirectCloud/#page/odbc/advanced-tab-options.html#
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Cleansing the cloud data User can use any of the options ‘Build a Query’, ‘Pick Tables’, and ‘Type a Query’
• The wrangling option is currently available for ‘Pick Tables’ and ‘Type a Query’
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Cleansing the cloud data Wrangling can be used to cleanse the data and get it ready for analysis
• Data in the cloud is often manually entered and may need cleansing • Wrangling can only be used when publishing in-memory cubes
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Securitizing the Cloud Data ‘Map to Project Attribute’ to inherit data security properties from the project schema
• All the security filters and the attribute ACLs are inherited • Allows administrators to maintain data security in a centralized
manner
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Securitizing the Cloud Data Set Access previliges and data security
• You can set security filters on the attributes in the dataset • You can set the access previliges to the dataset
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Improving your dashboard performance Building Multi-Source In-memory Datasets
• You can create search indexes on certain attributes for faster search filter performance in dashboards (Firstname, Lastname etc)
• Parition the cube to utilize multiple cores on your I-server for parallel query processing (Using the primary key)
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Merging Data from Multiple Sources Building Multi-Source In-memory Datasets
• Bring in data from files, other databases, Hadoop, Cloud Sources and build In-memory datasets.
• Creates an optimized dataset that provides scalable performance
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Merging Data from Multiple Sources Use Data blending when mixing ‘Live Connect’ source with ‘In-memory’ dataset
• Usecase: Merging live cloud data with data from an excel sheet
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Administering the Cloud Data Incremental Scheduled update to the dataset
• Set the alternate source to a ‘view’ for that particular table • Only update the modified list of entries in the table
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Administering the Cloud Data Use ACLs to control access to the data connections
• Use the developer to provide accesses to Users / Groups
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Using prompts with Cloud Data Use freeform SQL reports from MicroStrategy Developer
• Set value prompts for different fields • Set dynamic date prompts for easier user experience
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Demo Microstrategy Enterprise with DataDirect Cloud
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DataDirect Cloud and MicroStrategy Leverage your enterprise cloud assets with MicroStrategy
• DataDirect Cloud provides connectivity to a variety of cloud sources • Eloqua, Oracle Service Cloud, Marketo, Hubspot, Google Analytics, Veeva
CRM, Salesforce, SugarCRM etc
• Access to Enterprise Cloud Assets through a SQL Interface
• Explore your Cloud data using Visual Insight • Use Multi-Table Datasets and Data Blending to merge different sources
• Build Enterprise Dashboards and Mobile Applications with MicroStrategy
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Questions ?