Build Dashboards with Oracle Eloqua Reporting Data in Dundas BI

The CData ODBC Driver for Oracle Eloqua Reporting enables access to live data from Oracle Eloqua Reporting under the ODBC standard, allowing you work with Oracle Eloqua Reporting data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Oracle Eloqua Reporting data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Oracle Eloqua Reporting data in Dundas BI.

Connect to Oracle Eloqua Reporting Data

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   Oracle Eloqua Reporting supports the following authentication methods:

   • Basic authentication (User and Password)
   • OAuth 2.0 code grant flow
   • OAuth 2.0 password grant flow

   Basic Authentication (User and Password)

   To perform authentication with a user and password, specify these properties:

   • AuthScheme: Basic.
   • Company: The company name associated with your Oracle Eloqua Reporting account.
   • User: Your login account name.
   • Password: Your login password.

   OAuth Authentication (Code Grant Flow)

   To authenticate with the OAuth code grant flow, you must set AuthScheme to OAuth and create a custom OAuth application. For information about how to create a custom OAuth application, see the Help documentation.

   Then set the following properties:

   • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
   • OAuthClientId: The client Id assigned when you registered your application.
   • OAuthClientSecret: The client secret that was assigned when you registered your application.
   • CallbackURL: The redirect URI that was defined when you registered your application.

   When you connect, the driver opens Oracle Eloqua Reporting's OAuth endpoint in your default browser. Log in and grant permissions to the application. When the access token expires, the driver refreshes it automatically.

   OAuth Authentication (Password Grant Flow)

   With the OAuth password grant flow, you can use your OAuth application's credentials alongside your user credentials to authenticate without the need to grant permission manually via a browser prompt. You must create an OAuth app (see the Help documentation) to use this authentication method.

   Set the following properties:

   • AuthScheme: OAuthPassword
   • Company: The company's unique identifier.
   • User: Your login account name.
   • Password: Your login password.
   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.

   When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

2. Open the Dundas BI interface, open the menu, and click New Data Connector.
3. Configure the Dundas BI Data Connector:
   • Name the Data Connector.
   • Select "ODBC generic" as the Data Provider.
   • Check the "Use System DSN" checkbox.
   • Select the appropriate System DSN.
   

Add Oracle Eloqua Reporting Data to a Dashboard

You are now ready to create a dashboard with Oracle Eloqua Reporting data.

1. Navigate to the Home page.
2. Click Explore Data.

3. Expand the appropriate Data Connector.
4. Drag the relevant data from the Connector to the panel.
   • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
   • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.

5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.

6. Click Add To New Dashboard to add the visualization to a new dashboard.

7. Configure the dashboard, creating dynamic visualizations of Oracle Eloqua Reporting data.