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Create Reports from FinancialForce Data in Google Data Studio

Use the CData Cloud Hub to create a virtual MySQL Database for FinancialForce 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 FinancialForce data for visualizations, dashboards, and more. This article shows how to create a virtual database for FinancialForce and build reports from FinancialForce data in Google Data Studio.

The CData Cloud Hub provides a pure cloud-to-cloud interface for FinancialForce, allowing you to easily build reports from live FinancialForce data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported query operations (filters, JOINs, etc) directly to FinancialForce, leveraging server-side processing to quickly return FinancialForce data.

This article requires a CData Cloud Hub instance and the CData Cloud Hub Connector for Google Data Studio. Get more information on the CData Cloud Hub and sign up for a free trial at https://www.cdata.com/cloudhub.


Connect to FinancialForce from the Cloud Hub

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

  1. Log into Cloud Hub and click Databases.
  2. Select "FinancialForce" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to FinancialForce.

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

  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 FinancialForce data from Google Data Studio.

Visualize Live FinancialForce Data in Google Data Studio

The steps below outline connecting to the CData Cloud Hub from Google Data Studio to create a new FinancialForce 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 CData Cloud Hub Connector.
  2. Authorize the Connector to connect to an external service (your Cloud Hub instance).
  3. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Cloud Hub instance.
    • Username: myinstance/username
    • Password: your Cloud Hub password
  4. Select a Database (e.g. FinancialForce1) and click Next.
  5. Select a Table (e.g. Account) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Cloud Hub instance (server address, port, username, and password).

SQL Access to FinancialForce Data from Cloud Applications

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

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