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Create FinancialForce Reports on JasperReports Server

Deploy the CData JDBC Driver on JasperReports Server to provide real-time FinancialForce data access from reports, embedded analytics, and more.

The CData JDBC Driver for FinancialForce enables you to provide access to FinancialForce data across the enterprise. This article shows how to deploy the driver on JasperReports server and create a simple report based on a reporting domain, a business view of FinancialForce data.

Deploy the Driver JAR

Follow the steps below to deploy the driver JAR on JasperReports Server. The instructions below contain specifics for FinancialForce and the Tomcat server bundled with JasperReports Server. If you are using JBoss AS 7 instead of Tomcat, you can follow the standard process to deploy the FinancialForce JDBC Driver on JBoss.

  1. Copy the driver JAR and .lic file, located in the lib subfolder of the installation directory, to the lib subfolder of the apache-tomcat folder, located in the JasperReports Server installation directory.
  2. Navigate to apache-tomcat -> webapps -> jasperserver-pro -> META-INF and add the following resource entry to the context.xml file:

    <Resource name="jdbc/financialforce" auth="Container" type="javax.sql.DataSource" driverClassName="cdata.jdbc.financialforce.FinancialForceDriver" url="jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH" maxActive="20" maxIdle="10" maxWait="-1" factory="com.jaspersoft.jasperserver.tomcat.jndi.JSCommonsBasicDataSourceFactory"/>

    Specify the required connection properties in the JDBC URL -- the url attribute.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the FinancialForce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.financialforce.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, 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.

  3. Navigate to jasperserver-pro -> WEB-INF and add the following reference to the web.xml file: FinancialForce data JSP jdbc/financialforce javax.sql.DataSource Container
  4. Restart the server.

Create the FinancialForce JDBC Data Source

Follow the steps below to map the FinancialForce JDBC driver to a JDBC data source:

  1. Log into JasperReports Server and click Create -> Data Source.
  2. In the Type menu, select JNDI Data Source.
  3. In the Service Name box, enter the JDNI lookup defined in the resource definition in the web.xml file. In the example, the lookup is "jdbc/financialforce".
  4. Click Save to create the Data Source.

Create a Domain

A domain is a metadata and access-control layer that surfaces a relevant business view to report creators. Follow the steps below to select FinancialForce columns, apply filters, and execute SQL to create a domain.

  1. Click Create -> Domain. Enter an Id for the domain and select a save location.
  2. Click Browse in the Data Source section and select the FinancialForce data source you created.
  3. In the Domain Design section, click Create with Domain Designer.
  4. Select the schema containing your tables.
  5. On the Tables tab, select a table in the Data Source pane and then click the arrow to add them to the Selected Tables pane.
  6. On the Derived Tables tab, you can define domains based on SQL queries. For example,
      SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
      
  7. On the Joins tab, you can join tables by selecting the columns you want to build the join condition and selecting the join type.
  8. On the Pre-Filters tab, drag and drop columns to define search criteria that filters the data exposed through the domain.
  9. On the Display tab, select FinancialForce data into the data sets presented to the user.
  10. Click OK to accept your changes and click Submit to create the domain.

Explore Data in Real Time

After you have created a domain, you are ready to connect to data. Follow the steps below to create an Ad Hoc View in the Ad Hoc Editor.

  1. Click Create -> Ad Hoc View.
  2. In the resulting dialog, select the FinancialForce domain you created.
  3. On the Choose Data page, select columns that you want to use in the view. In the Pre-Filters section, you can create filters based on the selected fields. In the Display section, you can modify column information as presented by the domain.
  4. After completing the wizard, select the view type and add columns to the view. JasperSoft uses the metadata of the driver to detect the available dimensions and measures, based on the data type. Drag dimensions and measures onto the Columns and Rows boxes. Right-click a measure to change the summary calculation. Drag the Columns slider to the the desired data level in the Filters section.
  5. To access updates to the data as you design the view, change the menu selection from Sample Data to Full Data in the design mode toolbar. As you make changes, JasperSoft Server executes the underlying SQL queries to the driver.
  6. Save the view.

Create a Real-Time Report

You can now create reports hosted on JasperSoft Server. To do so from the Ad Hoc Editor, click Save Ad Hoc View and click Create Report.