Use the CData ODBC Driver for Adobe Target in SAS for Real-Time Reporting and Analytics

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Adobe Target, you gain database-like access to live Adobe Target data from SAS, expanding your reporting and analytics capabilities. This articles walks through creating a library for Adobe Target in SAS and creating a simple report based on real-time Adobe Target data.

The CData ODBC Driver offers unmatched performance for interacting with live Adobe Target data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS to Adobe Target, the driver pushes supported SQL operations, like filters and aggregations, directly to Adobe Target and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze Adobe Target data in SAS.

Connect to Adobe Target as an ODBC Data Source

Information for connecting to Adobe Target follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Adobe Target must be installed on the machine hosting the SAS System).

To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

To determine your Tenant name:

1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
3. Set the Tenant connection property to that value.

User Accounts (OAuth)

You must set AuthScheme to OAuthClient for all user account flows.

Note: Adobe authentication via OAuth requires updating your token every two weeks.

All Applications

Obtaining the OAuth Access Token

Set the following properties to connect:

• InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
• OAuthClientId : Set to the client Id assigned when you registered your app.
• OAuthClientSecret : Set to the client secret assigned when you registered your app.
• CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Adobe Target in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData AdobeTarget Sys]
Driver = CData ODBC Driver for Adobe Target
Description = My Description
Tenant = mycompanyname

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Adobe Target Library in SAS

Connect to Adobe Target in SAS by adding a library based on the CData ODBC Driver for Adobe Target.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK.

Create a View from a Adobe Target Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Adobe Target data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK.
3. Select columns and right-click to add filtering, ordering, grouping, etc.
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK.

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
     create view activities_view as
     select 
       id, 
       name 
     from 
       odbclib.activities 
     where 
       Type = 'AB';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Adobe Target Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Adobe Target data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the Adobe Target Activities data.

   proc print data=activities;
     title "Adobe Target Activities Data";
   run;
   

   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the Activities data.

   proc gchart data=activities;
     pie id / sumvar=name
         value=arrow
         percent=arrow
         noheading
         percent=inside plabel=(height=12pt)
         slice=inside value=none
         name='ActivitiesChart';
   run;