Create Authorize.Net Dashboards in Bold BI

Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to Authorize.Net data for visualizations, dashboards, and more. This article shows how to create a virtual database for Authorize.Net and build reports from Authorize.Net data in Bold BI.

CData Connect Server provides a pure SQL Server interface for Authorize.Net, allowing you to easily build reports from live Authorize.Net data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Authorize.Net, leveraging server-side processing to quickly return the requested Authorize.Net data.

Create a Virtual SQL Server Database for Authorize.Net Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Authorize.Net" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Authorize.Net.

   You can obtain the necessary connection properties on the Security Settings -> General Settings page after logging into your Merchant Account.

   • UseSandbox: The Authorize.Net API to be used to process transactions. If you are using a production account, this property can be left blank. If you are using a developer test account, set this to 'TRUE'.
   • LoginID: The API login Id associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions. Note that this value is not the same as the login Id that you use to log in to the Merchant Interface.
   • TransactionKey: The transaction key associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Authorize.Net data from Bold BI.

Visualize Live Authorize.Net Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new Authorize.Net data source and build a simple visualization from the data.

1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
2. Choose the basic configuration and set the connection properties:
   • Name: Name your connection
   • Server name: Your Connect Server instance (CONNECT_SERVER_URL)
   • Port: 1433
   • Username: Your Connect Server username
   • Password: Your Connect Server password
   • Mode: Choose Live to query Authorize.Net on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (authorizedotnetdb)
3. Click Connect
4. Select the table to visualize and drag it onto the workspace.
5. Select a visualization style and add it to the report.
6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to Authorize.Net Data from Applications

Now you have a direct connection to live Authorize.Net data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Authorize.Net data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.