Create Dynamics 365 FinOp-Connected Visualizations in Klipfolio

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CData Connect



Use CData Connect Cloud to connect to Dynamics 365 FinOp from Klipfolio and build custom visualizations using live Dynamics 365 FinOp data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Dynamics 365 FinOp data for visualizations, reports, and more. This article shows how to create a virtual database for Dynamics 365 FinOp in Connect Cloud and build visualizations from Dynamics 365 FinOp data in Klipfolio.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Dynamics 365 FinOp, allowing you to build reports from live Dynamics 365 FinOp data in Klipfolio — without replicating the data to a natively supported database. As you create visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Dynamics 365 FinOp, leveraging server-side processing to return the requested Dynamics 365 FinOp data quickly.

Create a Virtual MySQL Database for Dynamics 365 FinOp Data

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

  1. Log into Connect Cloud and click Databases.
  2. Select "Dynamics 365 FinOp" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Dynamics 365 FinOp. Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.
  4. Click Test Database.
  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 Dynamics 365 FinOp data from Klipfolio.

Connect to Dynamics 365 FinOp in Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Dynamics 365 FinOp data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., D365FinOp1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM Accounts)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Dynamics 365 FinOp data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to Dynamics 365 FinOp Data from Cloud Applications

Now you have a Klip built from live Dynamics 365 FinOp data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Dynamics 365 FinOp data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.