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Sisense でリアルタイム Bullhorn CRM データを連携してビジュアライズ

リアルタイムBullhorn CRM へのデータ連携が可能なSisense ElastiCube を作成します。

Sisense を使用すると、データを結合、分析、および描画して、よりインテリジェントなビジネス上の意思決定を行い、効果的な戦略を立てることができます。CData JDBC Driver for Bullhorn CRM を使用すると、Sisense からリアルタイムBullhorn CRM を簡単に連携できます。ここでは、service に連携するElastiCube を作成し、ElastiCube を使用してSisense でBullhorn CRM をビジュアライズする方法を説明します。

Bullhorn CRM への接続を設定

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CDatat\CData JDBC Driver for Bullhorn CRM\lib) or copy the jar file (cdata.jdbc.bullhorncrm.BullhornCRM.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for Bullhorn CRM, adding required properties.

    Begin by providing your Bullhorn CRM account credentials in the following:

    If you are uncertain about your data center code, codes like CLS2, CLS21, etc. are cluster IDs that are contained in a user's browser URL (address bar) once they are logged in.

    Example: https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged in user is on CLS21.

    Authenticating with OAuth

    Bullhorn CRM uses the OAuth 2.0 authentication standard. To authenticate using OAuth, create and configure a custom OAuth app. See the Help 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 Bullhorn CRM JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.bullhorncrm.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.

    A typical example follows:

    jdbc:bullhorncrm:DataCenterCode=CLS33;OAuthClientId=myoauthclientid;OAuthClientSecret=myoauthclientsecret;InitiateOAuth=REFRESH
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.bullhorncrm.BullhornCRMDriver
  7. Leave the username and password properties blank.
  8. Click Next.

ElastiCube にBullhorn CRM Data を追加

Once you are connected to Bullhorn CRM, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Bullhorn CRM Data を視覚化

With Bullhorn CRM tables added to your ElastiCube, you can perform analytics on your Bullhorn CRM data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Bullhorn CRM, you can access live Bullhorn CRM data right in Sisense for powerful visualization and analytics.Download a free, 30-day trial and start working with Bullhorn CRM data in Sisense today!

 
 
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