Analyze Exact Online Data in Infragistics Reveal

Ready to get started?

Learn more or sign up for a free trial:

CData Connect



Use the CData Connect Cloud to create an OData API on top of Exact Online data and visualize live Exact Online data in Ingragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Cloud and Exact Online Connector to build dynamic dashboards from live Exact Online data. The CData Connect Cloud creates a virtual database for Exact Online and can be used to generate an OData API (natively consumable in Reveal) for Exact Online. In this article, we walk through connecting to Exact Online in Connect Cloud and connecting to Connect Cloud from Infragistics Reveal to create a simple dashboard.

Add a Connect Cloud User

Create a User to connect to Exact Online from Reveal through Connect 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 Exact Online 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 "Exact Online" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Exact Online.

    Exact Online uses the OAuth authentication standard. The InitiateOAuth connection property facilitates the OAuth flow -- by default, this is set to GETANDREFRESH. You can also use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

    See the "Getting Started" chapter of the help documentation for more information.

  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 Exact Online OData Endpoints in Connect Cloud

After connecting to Exact Online, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Exact Online 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 different 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 Dashboard in Reveal

With Connect Cloud configured, we can visualize Exact Online data in Reveal.

  1. Log into Reveal and click Dashboards -> New
  2. Click Data Source -> OData Feed
  3. Specify the Connect Cloud API endpoint URL (found in API -> Discovery -> Base URL), for example: https://www.cdatacloud.com/myinstance/api.rsc
  4. Select Generic Credentials and specify the Connect Cloud username and authentication token
  5. Select the entity you wish to visualize
  6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Exact Online data. For more information on creating OData feeds from Exact Online (and more than 150 other sources), visit the Connect Cloud page. Download a free, 30-day trial and start working live Exact Online data in tools that consume OData APIs.