Connect to Live FinancialForce Data in MicroStrategy through CData Connect Cloud

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Create a virtual database for FinancialForce in CData Connect Cloud and connect to it from MicroStrategy.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Cloud, you gain database-like access to live FinancialForce data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a virtual database for FinancialForce in Connect Cloud and connecting to Connect Cloud in MicroStrategy to create a simple visualization of FinancialForce data.

As a cloud-based integration platform, Connect Cloud is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a virtual database for FinancialForce and connect from MicroStrategy to start performing analytics based on live FinancialForce data.

Configuring Connect Cloud

To work with live FinancialForce data in MicroStrategy, we need to create a virtual database for FinancialForce in Connect Cloud.

Create a Virtual MySQL Database for FinancialForce in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and create virtual databases.

  1. Open Connect Cloud 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

Connect to and Visualize FinancialForce Data Using MicroStrategy

You can connect to FinancialForce in MicroStrategy by adding a data source based on the native MySQL functionality. Once you have created a data source, you can build dynamic visualizations of FinancialForce data in MicroStrategy.

  1. Open MicroStrategy and select your project.
  2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
  3. In the Import from Tables wizard, click to add a new Data Source.
  4. Select MySQL in the Database menu and select MySQL 5.x in the Version menu.
  5. Set the connection properties as follows:
    • Server Name: the URL for your Connect Cloud instance (i.e.: myinstance.cdatacloud.net)
    • Port Number: the port for your Connect Cloud MySQL service (3306 by default)
    • Database Name: the name of your virtual FinancialForce database (i.e.: FinancialForce1)
    • User: a Connect Cloud user with permissions to access your FinancialForce database
    • Password: the password for your Connect Cloud user
    • Data Source Name: a name for the new external data source, like "Connect Cloud FinancialForce"
  6. Expand the menu for the new data source and choose "Edit Catalog Options"
  7. Edit the "SQL statement retreive columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).

    SELECT DISTINCT 
      TABLE_SCHEMA NAME_SPACE, 
      TABLE_NAME TAB_NAME, 
      COLUMN_NAME COL_NAME, 
      (CASE 
        WHEN 
          (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='ucs2')) 
        THEN 
          CONCAT('n',DATA_TYPE) 
        ELSE 
          DATA_TYPE 
      END) DATA_TYPE, 
      CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
      NUMERIC_PRECISION DATA_PREC, 
      NUMERIC_SCALE DATA_SCALE 
    FROM 
      INFORMATION_SCHEMA.COLUMNS 
    WHERE 
      TABLE_NAME 
    IN 
      (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
    ORDER BY 
      1,2,3
    
  8. Select the new data source and select the Namespace that corresponds to your virtual FinancialForce database (like FinancialForce1).
  9. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
  10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Cloud.
  11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of FinancialForce data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to FinancialForce, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Cloud.
  12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Cloud with MicroStrategy, you can easily create robust visualizations and reports on FinancialForce data. For more information on creating virtual databases for FinancialForce (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live FinancialForce data in MicroStrategy.