DBxtra で Exact Online データに連携するダッシュボードを作成

こんにちは！ドライバー周りのヘルプドキュメントを担当している古川です。

CData ODBC Driver for ExactOnline は、Exact Online データを標準SQL で使えるようにし、BI、帳票、ETL ツールからの連携を実現します。本記事では、DBxtra からExact Online データにGeneric ODBC として接続し、レポートやダッシュボードを作成します。

Exact Online データ への連携

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.
   
   

   Exact Online はOAuth 認証標準を使用します。埋め込みクレデンシャルを使用する、またはExact にOAuth アプリを登録して独自のクレデンシャルを取得できます。 OAuth 値に加え、Region を指定します。Division が設定されない場合は、デフォルトのDivision が使用されます。

   詳しくは、ヘルプドキュメントの「はじめに」を参照してください。

   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 DBxtra application and in the New menu click Project and name the Project.
3. Select ODBC Connection as the Data Connection Type.
4. Click the browse option () for the Data Source.
5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
7. Name the Connection and select the appropriate User Groups.
8. Double-click the Connection from within the Project to connect to the data.

Exact Online データ に連携するダッシュボードの作成

You are now ready to create a dashboard with Exact Online データ.

1. Right-click Report Objects under the Project and select New Report Object.
2. In the new Report Object, click the link to create the Query.
3. In the Select Data Connection window, select the newly created data connection.
4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of Exact Online データ. Thanks to the ODBC Driver for ExactOnline, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date Exact Online データ.