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Build Interactive Dashboards from Dynamics NAV Data in Amazon QuickSight

Create a virtual MySQL database for Dynamics NAV data in CData Cloud Hub and import Dynamics NAV data into Amazon QuickSight SPICE to build interactive dashboards.

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with the CData Cloud Hub, you get cloud-to-cloud access to Dynamics NAV data for visualizations, dashboards, and more. This article shows how to create a virtual database for Dynamics NAV in Cloud Hub and build dashboards in Amazon QuickSight with access to Dynamics NAV data.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Dynamics NAV, allowing you to easily build visualizations from Dynamics NAV data in Amazon QuickSight. By importing your Dynamics NAV data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Create a Virtual MySQL Database for Dynamics NAV Data

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

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

    Before you can connect, OData Services will need to be enabled on the server. Once OData Services are enabled, you will be able to query any Services that are published on the server.

    The User and Password properties, under the Authentication section, must be set to valid Dynamics NAV user credentials. In addition, you will need to specify a URL to a valid Dynamics NAV server organization root and a ServerInstance. If there is not a Service Default Company for the server, you will need to set the Company as well.

  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 build visualizations in Amazon QuickSight.

Import Dynamics NAV Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Dynamics NAV database in Cloud Hub, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and click "Manage data."
  2. Click "New data set," select MySQL as the data source, configure the connection to your Cloud Hub instance, and click "Create data source."
  3. Select a table to visualize (or submit a custom SQL query for your data).
  4. Click "Edit/Preview data" to customize the data set.
  5. Select "Import to SPICE for quicker analytics" and click "Visualize."
  6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

  1. Navigate to the QuickSight home page.
  2. Click "Manage data."
  3. Select the data set you wish to refresh.
  4. Click "Schedule refresh."
  5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Dynamics NAV Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Dynamics NAV data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive 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 Amazon QuickSight, refer to our Cloud Hub page.