Ready to get started?

Learn more about CData Cloud Hub or sign up for a free trial:

Learn More

Create Dynamics GP-Connected Visualizations in Klipfolio

Use the CData Cloud Hub to connect to Dynamics GP from Klipfolio and build custom visualizations using live Dynamics GP data.

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

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Dynamics GP, allowing you to build reports from live Dynamics GP 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, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to Dynamics GP, leveraging server-side processing to return the requested Dynamics GP data quickly.

Create a Virtual MySQL Database for Dynamics GP Data

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

  1. Log into Cloud Hub and click Databases.
  2. Select "Dynamics GP" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Dynamics GP.

    To authenticate set the User and Password connection properties.

    To connect set the URL to the Web services endpoint; for example, http://{servername}:{port}/Dynamics/GPService. Additionally, set CompanyId; you can obtain this value in the company setup window: Click Tools -> Setup -> Company.

    By default, data summaries are not returned to save performance. Set LookupIds to true to return details such as line items; however, note that entities must be retrieved one at a time.

  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 GP data from Klipfolio.

Connect to Dynamics GP in Klipfolio

The steps below outline connecting to the CData Cloud Hub from Klipfolio to create a new Dynamics GP 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., DynamicsGP1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM SalesInvoice)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Dynamics GP 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 GP Data from Cloud Applications

Now you have a Klip built from live Dynamics GP 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 GP data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Cloud Hub.