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June 10, 2021

Extend the reach of Costpoint with ODBC access to maximize interoperability

by Colin Quinn

An Open Database Connectivity (ODBC) is a standard and specific application programming interface (API) that lets software connect with database management systems while remaining independent of them. This is important because it allows applications to interact with multiple databases simultaneously using Structured Query Language (SQL) to connect databases and file systems dynamically and easily.

The ODBC connector helps to provide a consistent interface regardless of the server type used for the database. More than a single concurrent connection can be made and different applications do not require to be attached to a different database. With this feature found in your Costpoint Cloud Enterprise solution, you can establish a secure, read-only connection to your Costpoint database, using the ODBC driver.

Before you can utilize the Costpoint Cloud ODBC connector you must first install and configure a driver on every workstation that will be used to connect to the Costpoint database. Instructions on how to install and configure the driver can be found here. With the ODBC driver now installed, all you must do is specify the type of file you are accessing, the data you want, and the ODBC connector will do the rest of the work.


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Let’s walk through an example of how to connect an application to your Costpoint database using the ODBC connector. The instructions below utilize Microsoft Excel as the example application, the process for other applications will be very similar.

Example walkthrough:

Step 1 – Go to the application from which you want to connect to the Costpoint database and initiate an ODBC connection.

Step 2 – Select your data source.

Step 3 – Enter your credentials for the database connection.

Step 4 – Build the query in the Wizard.

Step 5 – Preview the query.

Step 6 – Execute the query. 

ODBC access for Costpoint Cloud has many benefits. We have outlined a few below:

  • The Costpoint ODBC connection is part of your Costpoint Enterprise Cloud subscription, and you can have up to five active ODBC accounts.
  • You can make a connection between the workstation and the Costpoint database, using any application that supports ODBC connectivity.
  • It permits maximum interoperability, which means that a single application can access different database management systems. I.e., You can connect tools such as Microsoft Excel or Microsoft Access directly to your Costpoint database.
  • You can drill, filter, and sort out data by using relevant functions in the database.
  • Demand for any report can be met by extracting relevant data and building a report in the database.
  • Custom applications can be created by utilizing Costpoint extensibility.


 

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