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Create Reports from Epicor ERP Data in Google Data Studio

Use the CData Cloud Hub to create a virtual MySQL Database for Epicor ERP data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Epicor ERP data for visualizations, dashboards, and more. This article shows how to create a virtual database for Epicor ERP and build reports from Epicor ERP data in Google Data Studio.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Epicor ERP, allowing you to easily build reports from live Epicor ERP data in Google Data Studio — without replicating the data to a natively supported database. As you build visualizations, Google Data Studio 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 Epicor ERP, leveraging server-side processing to quickly return Epicor ERP data.

Create a Virtual MySQL Database for Epicor ERP 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 "Epicor ERP" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Epicor ERP.

    To successfully connect to your ERP instance, you must specify the following connection properties:

    • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
    • ERPInstance: the name of your ERP instance.
    • User: the username of your account.
    • Password: the password of your account.
    • Service: the service you want to retrieve data from. For example, BaqSvc.

    In addition, you may also set the optional connection properties:

    • ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
    • ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
    • Company: Required if you set the ApiVersion to v2.
  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 Epicor ERP data from any MySQL client.

Visualize Live Epicor ERP Data in Google Data Studio

The steps below outline connecting to the CData Cloud Hub from Google Data Studio to create a new Epicor ERP data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source and choose MySQL.
  2. Choose the basic configuration and set the connection properties:
    • Host name or IP: myinstance.cdatacloud.net
    • Port: 3306
    • Database: epicorerpdb
    • Username: your Cloud Hub username
    • Password: your Cloud Hub password
    • Click Enable SSL, then upload the certificates

      Server Certificate

      Google requires users to upload a server certificate for Server-side SSL. There are two ways to get the server certificate for your Cloud Hub instance:
      1. Web Browser: log into your Cloud Hub instance from a web browser and follow the procedure for getting the Server SSL Certificate from your browser. Save the certificate to a file, like cert.pem
      2. MySQL Client: log into your instance from a MySQL client and submit the following query:

                SELECT @@cloudhub_ssl_cert;
                
        Copy the results and save them to a file, like cert.pem

      Client Certificates

      Create a private/public key pair to be used for client authentication. For more information, refer to our Knowledge Base article: https://www.cdata.com/kb/entries/ssl_certificate_generator.rst.

  3. Click Authenticate
  4. Select the table to visualize or enter a custom query and click Connect.
    NOTE: JOINs are not supported in the user interface, but they are supported as custom queries.
  5. If needed, modify columns, click Create Report and add the data source to the report.
  6. Select a visualization style and add it to the report.
  7. Select Dimensions and Measures to customize your visualization.

SQL Access to Epicor ERP Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Epicor ERP data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Epicor ERP data.

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