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Sisense でリアルタイム Dynamics 365 Business Central Data を連携してビジュアライズ

リアルタイムDynamics 365 Business Central data への連携が可能な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 Dynamics 365 Business Central を使用すると、Sisense からリアルタイムDynamics 365 Business Central data を簡単に連携できます。ここでは、Dynamics 365 Business Central data に連携するElastiCube を作成し、ElastiCube を使用してSisense でDynamics 365 Business Central data をビジュアライズする方法を説明します。

Dynamics 365 Business Central 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 Dynamics 365 Business Central\lib) or copy the jar file (cdata.jdbc.d365businesscentral.D365BusinessCentral.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 Dynamics 365 Business Central, adding required properties.

    To authenticate to Dynamics 365 Business Central, you must provide the User and AccessKey properties.

    To obtain the User and AccessKey values, navigate to the Users page in Dynamics 365 Business Central and then click on Edit. The User Name and Web Service Access Key values are what you will enter as the User and AccessKey connection string properties. Note that the User Name is not your email address. It is a shortened user name.

    To connect to data, specify OrganizationUrl. If you have multiple companies in your organization, you must also specify the Company to indicate which company you would like to connect to. Company does not need to be specified if you have only one company.

    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 Dynamics 365 Business Central JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.d365businesscentral.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:d365businesscentral:OrganizationUrl=https://myaccount.financials.dynamics.com/;
  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.d365businesscentral.D365BusinessCentralDriver
  7. Leave the username and password properties blank.
  8. Click Next.

ElastiCube にDynamics 365 Business Central Data を追加

Once you are connected to Dynamics 365 Business Central, 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.

Dynamics 365 Business Central Data を視覚化

With Dynamics 365 Business Central tables added to your ElastiCube, you can perform analytics on your Dynamics 365 Business Central 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 Dynamics 365 Business Central, you can access live Dynamics 365 Business Central data right in Sisense for powerful visualization and analytics.Download a free, 30-day trial and start working with Dynamics 365 Business Central data in Sisense today!

 
 
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