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Analyze Procore Data in R
Create data visualizations and use high-performance statistical functions to analyze Procore data in Microsoft R Open.
Access Procore data with pure R script and standard SQL. You can use the CData ODBC Driver for Procore and the RODBC package to work with remote Procore data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Procore data and visualize Procore data in R.
Install R
You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).
Connect to Procore as an ODBC Data Source
Information for connecting to Procore follows, along with different instructions for configuring a DSN in Windows and Linux environments.
Start by setting the Profile connection property to the location of the Procore Profile on disk (e.g. C:\profiles\Procore.apip). Next, set the ProfileSettings connection property to the connection string for Procore (see below).
Procore API Profile Settings
To authenticate to Procore, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.
First, you will need to register an OAuth application with Procore. You can do so by logging to your Developer Account and going to Create New App. Follow all necessary steps to register your app. First you will need to create a new version of Sandbox Manifest and then promote it to Production in order to get your Production Crendentials. Your Oauth application will be assigned a client id and a client secret.
After setting the following connection properties, you are ready to connect:
- AuthScheme: Set this to OAuth.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
- OAuthClientId: Set this to the client_id that is specified in you app settings.
- OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
- CallbackURL: Set this to the Redirect URI that is specified in your app settings
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 Procore 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 API Source]
Driver = CData ODBC Driver for Procore
Description = My Description
Profile = C:\profiles\Procore.apip
Authscheme = OAuth
OAuthClientId = your_client_id
OAuthClientSecret = your_client_secret
CallbackUrl = your_callback_url
For specific information on using these configuration files, please refer to the help documentation (installed and found online).
Load the RODBC Package
To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.
After installing the RODBC package, the following line loads the package:
library(RODBC)
Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.
library(checkpoint)
checkpoint("2016-01-01")
Connect to Procore Data as an ODBC Data Source
You can connect to a DSN in R with the following line:
conn <- odbcConnect("CData API Source")
Schema Discovery
The driver models Procore APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:
sqlTables(conn)
Execute SQL Queries
Use the sqlQuery function to execute any SQL query supported by the Procore API.
companies <- sqlQuery(conn, "SELECT Id, Name FROM Companies WHERE IsActive = 'true'", believeNRows=FALSE, rows_at_time=1)
You can view the results in a data viewer window with the following command:
View(companies)
Plot Procore Data
You can now analyze Procore data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:
par(las=2,ps=10,mar=c(5,15,4,2))
barplot(companies$Name, main="Procore Companies", names.arg = companies$Id, horiz=TRUE)
