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

DBxtra でSalesforce 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 Salesforce は、Salesforce 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Salesforce 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。

Salesforce 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.

    There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

    If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

    SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

    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.

Salesforce 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 Salesforce 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 Salesforce data. Thanks to the ODBC Driver for Salesforce, 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 Salesforce data.

 
 
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