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JReport Designer でSage Cloud Accounting Data を連携

JReport Designer でSage Cloud Accounting data に連携するチャートとレポートを作成します。

CData JDBC Driver for Sage Cloud Accounting を使用すると、Sage Cloud Accounting がリレーショナルデータベースであるかのようにダッシュボードやレポートからライブデータにアクセスでき、使い慣れたSQL クエリを使用してSage Cloud Accounting data をクエリできます。ここでは、JDBC データソースとしてSage Cloud Accounting data に連携し、JReport Designer でSage Cloud Accounting data のレポートを作成する方法を説明します。

Sage Cloud Accounting Data に接続

  1. Edit C:\JReport\Designer\bin\setenv.bat to add the location of the JAR file to the ADDCLASSPATH variable:
    ...
    set ADDCLASSPATH=%JAVAHOME%\lib\tools.jar;C:\Program Files\CData\CData JDBC Driver for Sage Cloud Accounting 2016\lib\cdata.jdbc.sagebcaccounting.jar;
    ...
    
  2. Create a new data source by clicking File New Data Source.
  3. In the resulting dialog, create a name for the data source (CData JDBC Driver for Sage Cloud Accounting), select JDBC, and click OK.
  4. In the Get JDBC Connection Information dialog you will configure your connection to the JDBC driver:
    • Driver:Be sure that the Driver box is checked and fill in the name of the class for the driver: cdata.jdbc.sagebcaccounting.SageBCAccountingDriver
    • URL:Enter the JDBC URL.This starts with jdbc:sagebcaccounting: and is followed by a semicolon-separated list of connection properties.

      You can connect to Sage Business Cloud Accounting using the embedded OAuth connectivity. When you connect, the OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

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

      java -jar cdata.jdbc.sagebcaccounting.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.

      Below is a typical JDBC URL:

      jdbc:sagebcaccounting:InitiateOAuth=GETANDREFRESH
    • User:The username to authenticate with; typically left blank.
    • Password:The password to authenticate with; typically left blank.
  5. In the Add Table dialog, select the tables you wish to include in your report (or in future reports using this data source) and click Add.

    Click Done once the dialog has completed loading the tables.

  6. In the Catalog Browser, you can create the queries that you will use to populate your reports.You can do this now, or after you create your report.In either case, expand () the data source (CData JDBC Driver for Sage Cloud Accounting), right-click on Queries, and select Add Query.
  7. In the Add Table/View/Query dialog, expand () the JDBC URL and Tables and select the table(s) you wish to use in the query and click OK.
  8. In the Query Editor dialog, you can select the columns you wish to include or simply click the SQL button and manually input your own query.For example:
    SELECT contact_name, total_amount FROM SalesInvoices WHERE sent = 'TRUE'
    

    With the query built, click OK to close the Query Editor dialog.At this point you are ready to add Sage Cloud Accounting data to a new or existing report.

    NOTE: Now that the query is built, you can create a Business View based on the query.With a Business View, you can create Web reports or library components based on the query.For more information on this, refer to the JReport tutorials.

レポートにSage Cloud Accounting Data を追加

You are now ready to create a report with Sage Cloud Accounting data.

  1. Create a new report (File New Page Report) or open the Chart Wizard for an existing report.
  2. Select the Query (or create a new one; see above).
  3. Assign a Category and Value for the chart from the columns in your Query and click Finish.
  4. Click the View tab for your report to see the chart.
 
 
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