Create Apps from Dynamics GP Data in Qlik Sense Cloud

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CData Connect



Use the CData Connect Cloud to create an OData API for Dynamics GP data and build apps from live Dynamics GP data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Cloud creates a virtual database for Dynamics GP and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Dynamics GP. By pairing Qlik Sense Cloud with the CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Dynamics GP data.

In this article, we walk through two connections:

  1. Connecting to Dynamics GP in Connect Cloud
  2. Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Cloud to Connect to Dynamics GP

To connect to Dynamics GP data from Qlik Sense Cloud, you need to configure Dynamics GP access from your Connect Cloud instance. This means creating a user, connecting to Dynamics GP, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Cloud User

Create a Cloud Hub User to connect to Dynamics GP from Qlik Sense Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Dynamics GP from Connect Cloud

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

  1. Open Connect Cloud 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 (SELECT is all that is required for Reveal)

Add Dynamics GP OData Endpoints in Connect Cloud

After connecting to Dynamics GP, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Dynamics GP database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Qlik Sense App from Dynamics GP Data

With the connection to Dynamics GP and OData endpoints created, we are ready to add Dynamics GP data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
    • URL: Set this to the API endpoint for your Dynamics GP table, using the @CSV URL parameter to ensure a CSV response (i.e. https://www.cdatacloud.net/api.rsc/MYINSTANCE/DynamicsGP_SalesInvoice?@CSV)
    • Authentication Schema: Set this to "Basic"
    • User Name: Set this to the user name you configured above
    • Password: Set this to the Authtoken for the above user
  6. Click "Create" to query Connect Cloud for the Dynamics GP data
  7. Check "CSV has header" and under "Tables," select "CSV_source"
  8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Dynamics GP data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Dynamics GP data. For more information on creating OData feeds from Dynamics GP (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Dynamics GP data in Qlik Sense Cloud.