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DBxtra で MYOB AccountRight Data に連携するダッシュボードを作成

DBxtra でMYOB AccountRight に連携して、ダイナミックダッシュボードでデータを分析。

CData ODBC Driver for MYOB AccountRight は、MYOB AccountRight 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MYOB AccountRight 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。

MYOB AccountRight Data 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.

    These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

    • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
    • User: The username associated with your company file.
    • Password: The password associated with your company file.

    Connecting to a Cloud Instance

    To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

    Connecting to an On-Premise instance:

    When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

    • InitiateOauth: Set this to OFF.
    • Url: The Url of your MYOB instance.

    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.

MYOB AccountRight Data に連携するダッシュボードの作成

You are now ready to create a dashboard with MYOB AccountRight data.

  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 MYOB AccountRight data. Thanks to the ODBC Driver for MYOB AccountRight, 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 MYOB AccountRight data.

 
 
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