Build Dynamics GP-Connected Dashboards in Redash

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Dynamics GP data for visualizations, dashboards, and more. This article shows how to create a virtual database for Dynamics GP and build visualizations from Dynamics GP data in Redash.

CData Connect Server provides a pure SQL Server interface for Dynamics GP, allowing you to easily build reports from live Dynamics GP data in Redash — without replicating the data to a natively supported database. As you build visualizations, Redash 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 Dynamics GP, leveraging server-side processing to quickly return the requested Dynamics GP data.

Create a Virtual SQL Server Database for Dynamics GP 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 "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 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 Dynamics GP data from Redash.

Visualize Dynamics GP Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Dynamics GP database in Connect Server and building a simple visualization from the data.

Create a New Data Source

1. Log into Redash, click on your profile and click "Data Sources"
2. Click the " New Data Source" button
3. Select "Microsoft SQL Server" as the Data Source Type
4. On the configuration tab, set the following properties:
   • Name: Name the data source (e.g. Dynamics GP (CData Connect))
   • Host: The full URL to your CData Connect instance (e.g. https://connect_server_url)
   • Port: The port of the CData Connect SQL Server endpoint (e.g. 1433)
   • User: A CData Connect user
   • Password: The password for the above user
   • Database name: The name of the virtual database for Dynamics GP (e.g. DynamicsGP1)
   • Click the checkbox to Use SSQL
5. Click Create
6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Dynamics GP data.

Create a Dynamics GP Data Visualization

1. Click Create -> New Query
2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
3. Write a SQL statement to retrieve the data, for example:
   SELECT CustomerName, TotalAmount FROM SalesInvoice
4. Click the "Execute" button to load Dynamics GP data into Redash via CData Connect
5. Use the Visualization Editor to create and analyze graphs from Dynamics GP data
6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Dynamics GP Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Dynamics GP data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Server page.