Create Avalara AvaTax 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 Avalara AvaTax data for visualizations, dashboards, and more. This article shows how to create a virtual database for Avalara AvaTax and build reports from Avalara AvaTax data in Bold BI.

CData Connect Server provides a pure SQL Server interface for Avalara AvaTax, allowing you to easily build reports from live Avalara AvaTax 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 Avalara AvaTax, leveraging server-side processing to quickly return the requested Avalara AvaTax data.

Create a Virtual SQL Server Database for Avalara AvaTax 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 "Avalara AvaTax" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Avalara AvaTax.

   The primary method for performing basic authentication is to provide your login credentials, as follows:

   • User: Set this to your username.
   • Password: Set this to your password.

   Optionally, if you are making use of a sandbox environment, set the following:

   • UseSandbox: Set this to true if you are authenticating with a sandbox account.

   Authenticating Using Account Number and License Key

   Alternatively, you can authenticate using your account number and license key. Connect to data using the following:

   • AccountId: Set this to your Account Id. The Account Id is listed in the upper right hand corner of the admin console.
   • LicenseKey: Set this to your Avalara Avatax license key. You can generate a license key by logging into Avalara Avatax as an account administrator and navigating to Settings -> Reset License Key.
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 Avalara AvaTax data from Bold BI.

Visualize Live Avalara AvaTax Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new Avalara AvaTax 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 Avalara AvaTax on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (avalaradb)
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 Avalara AvaTax Data from Applications

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

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