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CData Connect Server

Create Oracle Service Cloud Dashboards in Bold BI



Use CData Connect Server to create a virtual SQL Server Database for Oracle Service Cloud data to build custom dashboards in Bold BI.

Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to Oracle Service Cloud data for visualizations, dashboards, and more. This article shows how to create a virtual database for Oracle Service Cloud and build reports from Oracle Service Cloud data in Bold BI.

CData Connect Server provides a pure SQL Server interface for Oracle Service Cloud, allowing you to easily build reports from live Oracle Service Cloud data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Oracle Service Cloud, leveraging server-side processing to quickly return the requested Oracle Service Cloud data.

Create a Virtual SQL Server Database for Oracle Service Cloud Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Server and click Connections.
  2. Select "Oracle Service Cloud" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Oracle Service Cloud.

    Using Basic Authentication

    You must set the following to authenticate to Oracle Service Cloud:

    • Url: The Url of the account to connect to.
    • User: The username of the authenticating account.
    • Password: The password of the authenticating account.
  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Oracle Service Cloud data from Bold BI.

Visualize Live Oracle Service Cloud Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new Oracle Service Cloud data source and build a simple visualization from the data.

  1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
  2. Choose the basic configuration and set the connection properties:
    • Name: Name your connection
    • Server name: Your Connect Server instance (CONNECT_SERVER_URL)
    • Port: 1433
    • Username: Your Connect Server username
    • Password: Your Connect Server password
    • Mode: Choose Live to query Oracle Service Cloud on-demand or choose Extract to load the data into Bold BI
    • Database: Choose the database you created from the drop-down menu (oracleserviceclouddb)
  3. Click Connect
  4. Select the table to visualize and drag it onto the workspace.
  5. Select a visualization style and add it to the report.
  6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to Oracle Service Cloud Data from Applications

Now you have a direct connection to live Oracle Service Cloud data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Oracle Service Cloud data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.