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Build a Simple VCL Application for OFX Data

How to build a simple VCL Application to view OFX data in RAD Studio using the CData FireDAC Components for OFX.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for OFX, you gain access to live OFX data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve OFX data. This article will walk through connecting to OFX and creating a simple VCL application with the Form Designer.

Creating a VCL Application for OFX Data

The following instructions show how to use the Form Designer to create a simple VCL Forms application that shows the basic FireDAC objects needed to connect to OFX from any application.

The following example populates a TDBGrid control.

  1. Create a new VCL Forms Application.
  2. Drop a TFDPhysOFXDriverLink and TFDConnection object onto the form.
  3. Double-click the TFDConnection object. The FireDAC Connection Editor is displayed. Select "CData.OFX" in the DriverId menu and configure the connection properties.

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

  4. Drop a TFDQuery object onto the form and set the properties below:

    • Connection - Set this property to the TFDConnection object, if this object is not already specified.
    • SQL - Click the button in the SQL property and enter a query.
    • Active - Set this property to true.
  5. Drop a TDataSource object onto the form and set the following property:

    • DataSet - In the menu for this property, select the name of the TFDQuery object.
  6. Drop a TDBGrid control onto the form and set the following property:

    • DataSource - Select the name of the TDataSource.
  7. Drop a TFDGUIxWaitCursor onto the form. This is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.

 
 
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