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Sisense でリアルタイム FreshBooks Data を連携してビジュアライズ

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

FreshBooks 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 FreshBooks\lib) or copy the jar file (cdata.jdbc.freshbooks.FreshBooks.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 FreshBooks, adding required properties.

    To connect to FreshBooks, you can set the CompanyName and Token connection properties. Alternatively, you can use the OAuth authentication standard.

    OAuth can be used to enable other users to access their own company data. To authenticate using OAuth, you will need to obtain the OAuthClientId and OAuthClientSecret by registering an app. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

    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 FreshBooks JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.freshbooks.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:freshbooks:CompanyName=CData;Token=token;
  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.freshbooks.FreshBooksDriver
  7. Leave the username and password properties blank.
  8. Click Next.

ElastiCube にFreshBooks Data を追加

Once you are connected to FreshBooks, 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.

FreshBooks Data を視覚化

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

 
 
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