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Enable the CData JDBC Driver for Xero in KNIME

Use standard data access components in KNIME to create charts and reports with Xero data.

One of the strengths of the CData JDBC Driver for Xero is its cross-platform support, enabling integration with major BI tools. Follow the procedure below to access Xero data in KNIME and to create a chart from Xero data using the report designer.

Define a New JDBC Connection to Xero Data

  1. If you have not already done so, install the Report Designer extension: Click File -> Install KNIME Extensions, and filter on "Report".
  2. In a new workflow, click File -> Preferences and expand the KNIME -> Database Driver nodes to add cdata.jdbc.xero.jar. The driver JAR is located in the lib subfolder of the installation directory.
  3. In the Node Repository view, expand the Database node and drag a Database Reader onto the workflow editor.
  4. Double-click the Database Reader and set the following properties:

    • Database Driver: In the menu, select the CData JDBC driver.
    • Database URL: Enter the connection properties. The JDBC URL begins with jdbc:xero: and is followed by a semicolon-separated list of connection properties.

      To connect, set the Schema connection property in addition to any authentication values. Xero offers authentication for private applications, public applications, and partner applications. You will need to set the XeroAppAuthentication property to PUBLIC, PRIVATE, or PARTNER, depending on the type of application configured. To connect from a private application, you will additionally need to set the OAuthAccessToken, OAuthClientId, OAuthClientSecret, CertificateStoreType, CertificateStore, and CertificateStorePassword.

      To connect from a public or partner application, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL, or you can register an app to obtain your own OAuth values.

      See the "Getting Started" chapter of the help documentation for a guide to authenticating to Xero.

      A typical JDBC URL is below. jdbc:xero:

    • User Name: The username used to authenticate.
    • Password: The password used to authenticate.
    • SQL Statement: Enter an SQL query in the SQL Statement box or double-click a table. This article uses the query below to create a chart: SELECT Name, SUM(QuantityOnHand) FROM Items GROUP BY Name
  5. Test the connection by clicking Fetch Metadata.

  6. Connect the Database Reader to a Data to Report node to supply the dataset to a range of data visualization controls. Click Execute and then click Edit Report at the top of the workflow to open the report designer perspective.
  7. You can now generate reports based on live data. To create a chart, drag the chart control from the palette to the report designer. In the resulting wizard, you can use the filtering and aggregation controls available in KNIME.
 
 
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