DataBind FinancialForce Data to the DevExpress Data Grid

Use the CData ADO.NET Provider for FinancialForce with the DevExpress Windows Forms and Web controls to provide FinancialForce data to a chart.

The CData ADO.NET Provider for FinancialForce implements standard ADO.NET data access components that can be used with third-party controls. The standard ADO.NET process for databinding can be followed to enable bidirectional access to live data from UI controls. In this article we show how to use the CData components to databind to the DevExpress Windows Forms and Web controls; you will databind to a chart that displays current data.

There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

Authenticating with a Login and Token

Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

To disable the security token:

  1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
  2. Add your IP address to the list of trusted IP addresses.

To obtain the security token:

  1. Open the personal information page on FinancialForce.com.
  2. Click the link to reset your security token. The token will be emailed to you.
  3. Specify the security token in the SecurityToken connection property or append it to the Password.

Authenticating with OAuth

If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

Connecting to FinancialForce Sandbox Accounts

Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

Windows Forms Controls

The code below shows how to populate a DevExpress chart with FinancialForce data. The FinancialForceDataAdapter binds to the Series property of the chart control. The Diagram property of the control defines the x- and y-axes as the column names.

using (FinancialForceConnection connection = new FinancialForceConnection( "User=myUser;Password=myPassword;Security Token=myToken;")) { FinancialForceDataAdapter dataAdapter = new FinancialForceDataAdapter( "SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'", connection); DataTable table = new DataTable(); dataAdapter.Fill(table); DevExpress.XtraCharts.Series series = new DevExpress.XtraCharts.Series(); chartControl1.Series.Add(series); series.DataSource = table; series.ValueDataMembers.AddRange(new string[] { "Name" }); series.ArgumentScaleType = DevExpress.XtraCharts.ScaleType.Qualitative; series.ArgumentDataMember = "BillingState"; series.ValueScaleType = DevExpress.XtraCharts.ScaleType.Numerical; chartControl1.Legend.Visibility = DevExpress.Utils.DefaultBoolean.False; ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true; }

Web Controls

The code below shows how to populate a DevExpress Web control with FinancialForce data. The FinancialForceDataAdapter binds to the Series property of the chart; the Diagram property defines the x- and y-axes as the column names.

using DevExpress.XtraCharts; using (FinancialForceConnection connection = new FinancialForceConnection( "User=myUser;Password=myPassword;Security Token=myToken;")) { FinancialForceDataAdapter FinancialForceDataAdapter1 = new FinancialForceDataAdapter("SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'", connection); DataTable table = new DataTable(); FinancialForceDataAdapter1.Fill(table); DevExpress.XtraCharts.Series series = new Series("Series1", ViewType.Bar); WebChartControl1.Series.Add(series); series.DataSource = table; series.ValueDataMembers.AddRange(new string[] { "Name" }); series.ArgumentScaleType = ScaleType.Qualitative; series.ArgumentDataMember = "BillingState"; series.ValueScaleType = ScaleType.Numerical; ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true; }
 
 
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