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Birst でAcumatica Data のビジュアライゼーションを構築

CData JDBC Driver for Acumatica とBirst クラウドエージェントを使用して、Birst でAcumatica data のリアルタイムの視覚化を構築します。

Birst は、組織が複雑なプロセスを迅速に理解し、最適化することを支援するクラウドビジネスインテリジェンス(BI)ツールおよび分析プラットフォームです。CData JDBC Driver for Acumatica と組み合わせると、Birst Cloud Agent を経由してリアルタイムAcumatica data に接続し、ビジュアライズを構築できます。ここでは、Cloud Agent を使用してAcumatica に連携し、Birst で動的レポートを作成する方法を段階的に説明します。

強力なデータ処理機能により、CData JDBC Driver はBirst のAcumatica data 操作に高いパフォーマンスを提供します。Birst からAcumatica への複雑なSQL クエリを発行すると、ドライバーはフィルタや集計などのサポートされているSQL 操作を直接Acumatica にプッシュし、組込みSQL エンジンを利用してクライアント側でサポートしない操作を処理します。組み込みの動的メタデータクエリにより、JDBC ドライバーはネイティブのBirst データ型を使用してAcumatica data を視覚化および分析することを可能にします。

Birst でAcumatica Data へのJDBC 接続を設定

Before creating the Birst project, you will need to install the Birst Cloud Agent (in order to work with the installed JDBC Driver).Also, copy the JAR file for the JDBC Driver (and the LIC file, if it exists) to the /drivers/ directory in the installation location for the Cloud Agent.

With the driver and Cloud Agent installed, you are ready to begin.

  1. Create a new project in Birst.
  2. Name the connection (e.g. CDataAcumatica).
  3. Choose Live Access.
  4. Select an agent.
  5. Set Database Type to Other.
  6. Set SQL Type to MSSQL
  7. Set the Connection string.

    Set the following connection properties to connect to Acumatica:

    • User: Set this to your username.
    • Password: Set this to your password.
    • Company: Set this to your company.
    • Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
      For example: https://acumatica.com/entity/Default/17.200.001/

    See the Getting Started guide in the CData driver documentation for more information.

    ビルトイン接続文字列デザイナー

    For assistance in constructing the JDBC URL, use the connection string designer built into the Acumatica JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.acumatica.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, 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.

    Below is a typical JDBC connection string for Acumatica:

    jdbc:acumatica:Url = https://try.acumatica.com/ISV/entity/Default/17.200.001/;User=user;Password=password;Company=CompanyName;
  8. Set the Driver Name: cdata.jdbc.acumatica.AcumaticaDriver and click Save.

NOTE:Since authentication to Acumatica is managed from the connection string, you can leave Security Credentials blank.

Acumatica Data オブジェクトを設定

Now that the connection is configured, we are ready to configure the schema for the dataset, choosing the tables, views, and columns we wish to visualize.

  1. Select the Schema (e.g. Acumatica).
  2. Click on Tables and/or Views to connect to those entities and click Apply.
  3. Select the Tables and Columns you want to access and click Done.

With the objects configured, you can perform any data preparation and discover any relationships in your data using the Pronto Prepare and Relate tools.

ビジュアライゼーションを構築

After you prepare your data and define relationships between the connected objects, you are ready to build your visualization.

  1. Select the Visualizer tool from the menu.
  2. Select Measures & Categories from your objects
  3. Select and configure the appropriate visualization for the Measure(s) you selected.

Using the CData JDBC Driver for Acumatica with the Cloud Agent and Birst, you can easily create robust visualizations and reports on Acumatica data.Download a free, 30-day trial and start building Birst visualizations today.

 
 
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