DataDirect Cloud and MicroStrategy

DataDirect Cloud and MicroStrategy Access Eloqua, Marketo, Sugar CRM, Hubspot, Veeva CRM, Microsoft Dynamics CRM to drive your business

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

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

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

Business Analysts like SQL and SaaS firms like WebServices DataDirect Cloud is a bridge between these two worlds

•  Cloud/SaaS Providers

•  Business Analysts

DataDirect Cloud Technology

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

DataDirect Cloud Connectivity Service for Analytics

•  Overview of DataDirect Cloud for MicroStrategy •  Popular data sources for MicroStrategy shops •  Best practices and Lessons Learned •  Demo

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

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

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]

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

Power of ODBC DSNs for MicroStrategy Connect Live with DataDirect Cloud ODBC client

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)

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

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.

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?

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.

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.

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.

Demo Microstrategy Desktop with DataDirect Cloud

MicroStrategy’s Integration with DataDirect Cloud

Connecting to DataDirect Cloud You could create either a DSN or DSN-less Connection

•  For advanced settings a DSN option may be helpful

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#

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’

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

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

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

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)

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

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

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

Administering the Cloud Data Use ACLs to control access to the data connections

•  Use the developer to provide accesses to Users / Groups

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

Demo Microstrategy Enterprise with DataDirect Cloud

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

Questions ?