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Get the Report →Design BIRT Reports on Harvest Data
Provide current Harvest data to your embedded analytics.
The CData JDBC Driver for Harvest integrates connectivity to Harvest APIs into your data-driven Java applications. You can use the CData JDBC Driver for Harvest with the BIRT (Business Intelligence Reporting Tools) platform to create BIRT reports that reflect changes to your data in real time.
- If you have not already done so, install the BIRT Framework plugin and the Database Development plugin for Eclipse.
- Click File -> New -> Report. The Report Design perspective is opened.
- In the Data Explorer, right-click Data Sources and click New Data Source.
- Select the Create from a Data Source Type in the Following List option and select JDBC Data Source.
- Click Manage Drivers and add the driver JAR, located in the lib subfolder of the installation folder.
- In the Database URL box, enter the JDBC URL containing the connection string.
Start by setting the Profile connection property to the location of the Harvest Profile on disk (e.g. C:\profiles\Harvest.apip). Next, set the ProfileSettings connection property to the connection string for Harvest (see below).
Harvest API Profile Settings
To authenticate to Harvest, you can use either Token authentication or the OAuth standard. Use Basic authentication to connect to your own data. Use OAuth to allow other users to connect to their data.
Using Token Authentication
To use Token Authentication, set the APIKey to your Harvest Personal Access Token in the ProfileSettings connection property. In addition to APIKey, set your AccountId in ProfileSettings to connect.
Using OAuth Authentication
First, register an OAuth2 application with Harvest. The application can be created from the "Developers" section of Harvest ID.
After setting the following connection properties, you are ready to connect:
- ProfileSettings: Set your AccountId in ProfileSettings.
- AuthScheme: Set this to OAuth.
- OAuthClientId: Set this to the client ID that you specified in your app settings.
- OAuthClientSecret: Set this to the client secret that you specified in your app settings.
- CallbackURL: Set this to the Redirect URI that you specified in your app settings.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage how the driver obtains and refreshes the OAuthAccessToken.
Built-in Connection String Designer
For assistance in constructing the JDBC URL, use the connection string designer built into the Harvest JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.
java -jar cdata.jdbc.api.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 JDBC URL is below:
jdbc:api:Profile=C:\profiles\Harvest.apip;ProfileSettings='APIKey=my_personal_key;AccountId=_your_account_id';
- Right-click the Data Sets folder and select the JDBC data source for Harvest.
- In the resulting dialog, build the SELECT query to be used to retrieve the data for the report. This article uses the following query:
SELECT Id, ClientName FROM Invoices WHERE State = 'open'
- In the Palette, drag a Chart onto the editor. The chart wizard is displayed.
- After selecting the chart type, drag columns onto the chart fields on the Select Data tab.
- Click Run -> View Report -> In Web Viewer to view the report.
Your BIRT reports can now pick up any updates to Harvest data.
To publish the report to your application server, add the driver JAR to the BIRT Viewer's classpath. For more information, see the CData KB for guides to deploying the JDBC Driver on Java application servers.