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DataBind Charts to Wave Financial Data


Use the standard ADO.NET procedures for databinding to provide bidirectional access to Wave Financial data from controls in the Visual Studio toolbox. This article demonstrates a graphical approach using wizards in Visual Studio, as well as how to databind with only a few lines of code.

DataBinding facilitates two-way interaction with data through UI controls. Using the CData ADO.NET Provider for Wave Financial streamlines the process of binding Wave Financial data to Windows Forms and Web controls within Visual Studio. In this article, we will demonstrate using wizards to establish a binding between Wave Financial data and a chart that dynamically updates. Additionally, the code walk-through section will guide you through the creation of a chart using just 10 lines of code.

DataBind to a Chart

DataBinding consists of three steps: Instantiate the control, configure the data source, and databind.

Configure the Connection and Select Database Objects

To create a chart control and establish a connection to Wave Financial, follow the steps outlined below using the Data Source Configuration Wizard. Within the wizard, you'll have the option to choose the specific Wave Financial entities you wish to bind to.

  1. In a Windows Forms project, drag and drop a Chart control from the toolbox to the form. In the Data section of the Chart properties, select DataSource and then select Add Project Data Source from the menu.
  2. In the Data Source Configuration Wizard that appears, select Database -> Dataset.
  3. In the Choose Your Data Connection step, click New Connection.

  4. In the Add Connection dialog, click Change to select the CData Wave Financial Data Source.

    Connect using the API Token

    You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

    1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
    2. Select the application that you would like to create a token for. You may need to create an application first.
    3. Click the "Create token" button to generate an APIToken.

    Connect using OAuth

    If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

    When you configure the connection, 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.

  5. Choose the database objects you want to work with. This example uses the Invoices table.

DataBind

After adding the data source and selecting database objects, you can bind the objects to the chart. This example assigns the x-axis to Id and the y-axis to DueDate.

  1. In the Chart properties, click the button in the Series property to open the Series Collection Editor.
  2. In the Series properties, select the columns you want for the x- and y-axes: Select columns from the menu in the XValueMember and YValueMember properties.

The chart is now databound to the Wave Financial data. Run the chart to display the current data.

Code Walk-through

DataBinding to Wave Financial data requires only a few lines of code and can be completed in three easy steps.

  1. Connect to Wave Financial.
  2. Create the WaveFinancialDataAdapter to execute the query and create a DataSet to be filled with its results.
  3. DataBind the result set to the chart.

Below is the complete code:

WaveFinancialConnection conn = new WaveFinancialConnection("InitiateOAuth=GETANDREFRESH"); WaveFinancialCommand comm = new WaveFinancialCommand("SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'", conn); WaveFinancialDataAdapter da = new WaveFinancialDataAdapter(comm); DataSet dataset = new DataSet(); da.Fill(dataset); chart1.DataSource = dataset; chart1.Series[0].XValueMember = "Id"; chart1.Series[0].YValueMembers = "DueDate"; // Insert code for additional chart formatting here. chart1.DataBind();