Build Dashboards with Bullhorn CRM Data in Dundas BI

The CData ODBC Driver for Bullhorn CRM enables access to live data from Bullhorn CRM under the ODBC standard, allowing you work with Bullhorn CRM data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Bullhorn CRM data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Bullhorn CRM data in Dundas BI.

Connect to Bullhorn CRM Data

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.
   
   

   Begin by providing your Bullhorn CRM account credentials in the following:

   • DataCenterCode: Set this to the data center code which responds to your data center. Refer to the list of data-center-specific Bullhorn API URLs: https://bullhorn.github.io/Data-Center-URLs/

   If you are uncertain about your data center code, codes like CLS2, CLS21, etc. are cluster IDs that are contained in a user's browser URL (address bar) once they are logged in.

   Example: https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged in user is on CLS21.

   Authenticating with OAuth

   Bullhorn CRM uses the OAuth 2.0 authentication standard. To authenticate using OAuth, create and configure a custom OAuth app. See 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 Dundas BI interface, open the menu, and click New Data Connector.
3. Configure the Dundas BI Data Connector:
   • Name the Data Connector.
   • Select "ODBC generic" as the Data Provider.
   • Check the "Use System DSN" checkbox.
   • Select the appropriate System DSN.

Add Bullhorn CRM Data to a Dashboard

You are now ready to create a dashboard with Bullhorn CRM data.

1. Navigate to the Home page.
2. Click Explore Data.
3. Expand the appropriate Data Connector.
4. Drag the relevant data from the Connector to the panel.
   • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
   • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
6. Click Add To New Dashboard to add the visualization to a new dashboard.
7. Configure the dashboard, creating dynamic visualizations of Bullhorn CRM data.