Dundas BI でTally Data に連携するダッシュボードを構築

CData ODBC Driver for Tally を使って、ODBC 経由でリアルタイムTally Data にアクセスして、さまざまなBI ツール、レポート作成ツール、およびETL ツールからシームレスに連携。 ここでは、一般的なODBC データプロバイダーとしてTally data に接続し、Dundas BI でTally data データのチャート、レポート、およびダッシュボードを作成する方法について説明します。

Tally Data への接続

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN).You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator.This is also the last step of the driver installation.See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   Set the following connection properties to connect to Tally Instance:

   • Url: Set this to the URL for your Tally instance. For example: http://localhost:9000.

   When you configure the DSN, 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.

2. Open the Dundas BI interface, open the menu, and click New Data Connector.
3. Configure the Dundas BI Data Connector:
   • Name the Data Connector.
   • Select "ODBC generic" as the Data Provider.
   • Check the "Use System DSN" checkbox.
   • Select the appropriate System DSN.
   

ダッシュボードにTally Data を追加

You are now ready to create a dashboard with Tally data.

1. Navigate to the Home page.
2. Click Explore Data.

3. Expand the appropriate Data Connector.
4. Drag the relevant data from the Connector to the panel.
   • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization.Alternatively, you can select only the fields you wish to include in the visualization.
   • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.

5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.

6. Click Add To New Dashboard to add the visualization to a new dashboard.

7. Configure the dashboard, creating dynamic visualizations of Tally data.