Importing analytic results into a third-party application

Many third-party reporting and data analysis applications such as MS Excel, MS Power BI, and Tableau provide a method for importing external data using an ODBC connection. Use the DSNs you configure for analytic results data to establish the connection.

Before you start

Before you can connect analytic results to a third-party reporting application, install the ACL Connector for Analytics Exchange and configure a DSN for the ODBC connection. For more information, see Connecting to analytic results using ODBC.

Import analytic results

1. In your third-party application, open the utility provided for importing data from external sources using ODBC.
2. From the list of available connections, select the DSN you configured for the results set you want to import from AX Server and supply the password for authenticating.

   Depending on your application, you may be able to connect without specifying a saved DSN. If you do this, you are prompted for connection information that you must supply when connecting. The connection information you supply is used once, has no name, and is not saved.

   For information about entering this connection information, see Configure a DSN for the ODBC connection.

3. Using the application's query-building functionality:
   1. Select the fields to include in the query.
   2. Join any tables as necessary.
   3. Create any filters as necessary.
4. Execute the query to import the results set data into the application.

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