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SmartAgent

Connecting to the data warehouse via ODBC

Data from the SmartAgent data warehouse can be accessed via an ODBC (Open Database Connectivity) driver, which is supported by most BI tools.

Credentials

Speak to the SmartAgent team to request ODBC credentials, including details of how to decrypt the data.

Configuring

Once you have credentials, the following steps can be followed to allow your Business Intelligence tool to access the data and start building analyses. The steps focus on Microsoft PowerBI but will be similar for other BI tools.

  1. Download and install the Amazon Athena ODBC driver

    Make sure you download the 32-bit version if you are running Power BI 32-bit or 64-bit if you are running 64-bit Power BI otherwise your new data source will not be available to use. Download Connect to Amazon Athena with ODBC

  2. Setup ODBC Driver

    Open the ODBC Driver > System DSN > Add…
    Select 'Simple Athena ODBC Driver'.

    Name SmartAgent Data
    Description SmartAgent contact centre data via Amazon Athena
    AWS Region [see credentials provided by SmartAgent team]
    Catalog AwsDataCatalog
    Schema default
    Workgroup primary
    S3 Output Location [see credentials provided by SmartAgent team]
    Encryption Options [see credentials provided by SmartAgent team]
    KMS Key [see credentials provided by SmartAgent team]

    Click Authentication Options…

    Authentication Type IAM Credentials
    User [see Access Key ID provided by SmartAgent team]
    Password [see Secret Access Key provided by SmartAgent team]

    Click Test… and make sure you get a Success message.

  3. Setup Power BI

    Open Power BI > Get Data > Search for ‘ODBC’ > Connect

    Select your new data source name > OK

    When prompted for login / access credentials, select the [Defualt or Custom] option from the menu on the left side of the prompt. Then click ‘Connect’.

    Expand the tree to reveal the tables within the data catalog. Tick the checkbox next to each relevant table and click ‘Load’.

    The data source will now be available in Power BI. A scheduled refresh can be setup to incrementally import new data.