Connect to FinancialForce in SpagoBI

Create reports featuring live FinancialForce data in SpagoBI Studio. Host FinancialForce reports on SpagoBI Server.

The CData JDBC Driver for FinancialForce enables you to connect to live FinancialForce data from business intelligence and data mining tools that support the JDBC standard. This article shows how to integrate FinancialForce data into a report in SpagoBI Studio and host it on SpagoBI Server.

Deploy the JDBC Driver in SpagoBI Server

Follow the steps to create a JDBC data source for FinancialForce in SpagoBI Server.

  1. Copy the driver JAR into %CATALINA_BASE%/lib. These files are located in the lib subfolder of the installation directory.
  2. Add a FinancialForce driver resource to the context. The following resource definition can be added to the GlobalNamingResources element in server.xml: <Resource name="jdbc/financialforce" auth="Container" type="javax.sql.DataSource" driverclassname="cdata.jdbc.financialforce.FinancialForceDriver" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" maxactive="20" maxidle="10" maxwait="-1"/>

    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.

    See the help documentation for more information on obtaining the required connection properties.
  3. Add the following resource link to give access to Web applications. For this article, add the following line to META-INF\context.xml for SpagoBI. <ResourceLink global="jdbc/financialforce" name="jdbc/financialforce" type="javax.sql.DataSource"/>
  4. Restart the server.

After adding the driver to the resources for the SpagoBI server, add the data source: In SpagoBI, click Resources -> Data Source -> Add and enter the following information:

  • Label: Enter a unique identifier for the driver.
  • Description: Enter a description for the driver.
  • Dialect: Select Default Dialect.
  • Read Only: Select the read-only option. This option determines whether the data source is the default database to save datasets created by the end user.
  • Type: Select JDBC.
  • URL: Enter the JDBC URL. A typical JDBC URL is below: jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken; See the help documentation for a guide to obtaining the required connection properties.
  • Driver: Enter the class name for the driver: cdata.jdbc.financialforce.FinancialForceDriver

Create Reports in SpagoBI Studio

Follow the steps below to populate reports based on FinancialForce data in SpagoBI Studio. You will create a dataset that populates a chart with the results of an SQL query. In the next section, you will host this report on SpagoBI Server.

First, you will need to connect to FinancialForce data from a report in SpagoBI Studio:

  1. In SpagoBI Studio, click File -> New -> Project and select Report Project in the Business Intelligence and Reporting Tools folder.
  2. Click File -> New -> Report and select Blank Report.
  3. In the Data Explorer view, right-click Data Sources and click New Data Source.
  4. Select JDBC Data Source and enter a name for the data source.
  5. Click Manage Drivers and click Add to add the driver JAR, cdata.jdbc.financialforce.jar. The driver JAR is located in the lib subfolder of the installation directory.
  6. In the Driver Class menu, select the driver class, cdata.jdbc.financialforce.FinancialForceDriver.
  7. In the Database URL box, enter the JDBC URL. A typical JDBC URL is below: jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken; See the "Getting Started" chapter of the driver help for a guide to obtaining the required connection properties.

After you have connected to FinancialForce data, create a dataset that contains the results of an SQL query:

  1. Right-click the DataSet folder and click New Data Set. Select the JDBC data source for FinancialForce and enter a name for the dataset.
  2. Build the SQL query. In this example, this query will be used to add a chart to the dashboard. For example: SELECT BillingState, Name FROM Account

You can use the dataset to populate report objects. Follow the steps below to create a chart.

  1. In the Palette view, drag a chart onto the canvas.
  2. In the Select Chart Type tab, select a bar chart.
  3. In the Select Data tab, click the Use Data From option and select the FinancialForce data set from the menu.
  4. Drag BillingState from the table to the series for the x-axis.
  5. Drag Name from the table to the series for the y-axis.

Host FinancialForce Reports on SpagoBI Server

Follow the steps below to host documents based on live FinancialForce data on SpagoBI Server. You will use the report you created in the previous section as a template. To enable report users to access the live data, create placeholder parameters to be replaced by the FinancialForce JDBC data source on the server:

  1. If you have not already done so, open the Report Design perspective in SpagoBI Studio.
  2. In the Data Explorer view, right-click the Report Parameters folder and click New Parameter. Add the url parameter and assign an empty value to it. This parameter is a placeholder for the JDBC data source on the SpagoBI Server.
  3. Right-click the FinancialForce data source and click Edit.
  4. In the Property Binding node, set the JDBC Driver URL binding property to the url parameter: Click the box for the property. In the Category section, select Report Parameters. Select All in the Subcategory section and double-click the parameter.

    You can also enter the following in the JavaScript syntax:

    params["url"].value

Next, create a new document for the report on SpagoBI Server.

  1. In SpagoBI Server, click Documents Development -> Create Document -> Generic Document. The Document Details page is displayed.
  2. To create the document, enter the following:
    • Label: Enter a unique identifier for the document.
    • Name: Enter a user-friendly name for the document.
    • Type: Select Report from the menu.
    • Engine: Select BIRT Report Engine.
    • Data Source: Select the FinancialForce Data Source you created in Create a JDBC Data Source for FinancialForce in SpagoBI Server.
  3. In the Show Document Templates section, select the folder where you want the document to be stored.
  4. In the Template section, click Choose File. Navigate to the folder containing your report project. Select the .rptdesign file.

    Note: You can find the path to the project in the project properties.

  5. Click the Save button.

When you run the report on the server, the placeholder url parameter is replaced with the JDBC URL defined on the server.

 
 
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