Ready to get started?

Learn more about the CData JDBC Driver for FinancialForce or download a free trial:

Download Now

Connect to FinancialForce Data in Jaspersoft Studio

Execute SQL to remote FinancialForce data in Jaspersoft Studio.

This article shows how to connect to FinancialForce from Jaspersoft Studio as a standard JDBC data source with the CData JDBC Driver for FinancialForce. You will use the standard Jaspersoft wizards to build SQL queries to FinancialForce. The queries are executed directly to the FinancialForce APIs, enabling real-time connectivity to FinancialForce data.

Connect to FinancialForce Data as a JDBC Data Source

To create a JDBC data source in Jaspersoft Studio, create a data adapter:

  1. In the Repository Explorer view, right-click the Data Adapters node and click Create Data Adapter.
  2. Select Database JDBC Connection.
  3. Enter a user-friendly name for the driver.
  4. On the Driver Classpath tab, click Add. In the resulting dialog, navigate to the lib subfolder of the installation directory. Select the driver JAR.
  5. On the Database Location tab, enter the class name of the JDBC driver: cdata.jdbc.financialforce.FinancialForceDriver.
  6. Enter the JDBC URL.

    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.

    Below is a typical JDBC URL for FinancialForce:

    jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH

Create Reports with FinancialForce Data

Follow the steps below to build an SQL query to FinancialForce, the basis of a simple report:

  1. Click File -> New Jasper Report. Select a template, select the parent project, and specify the report file.
  2. In the Data Adapter menu, select the data adapter you created in the previous section.
  3. In the Diagram tab, drag tables into the box and click the columns you want. Or, enter a custom query on the Texts tab. For example: SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
  4. Select the fields you want to include in the dataset. This example uses all fields.
  5. Skip the Group By step and finish the wizard.

In the Preview tab, you can see the report as it would look with the current FinancialForce data.

Create a Chart

The following sections show how to create a chart tied to its own SQL query. When retrieving the data from the remote data source, more restrictive queries, written for specific report objects, can result in faster performance.

Create a DataSet

Follow the steps below to create a new dataset to populate the chart:

  1. In the report editing area, click the Design tab.
  2. In the Outline view, right-click the root node for the report and click Create Dataset.
  3. Enter a name for the dataset and click the option to create a new dataset from a connection or data source.
  4. In the Data Adapter menu, select the data adapter you created in the first section.
  5. Enter a query such as the following:

    SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
  6. Select the fields you want in the dataset. This example uses BillingState and Name.
  7. Skip the step to group by fields and finish the wizard.

Configure the Chart

After adding the dataset, follow the steps below to map column values to the chart axes in the chart wizard:

  1. Click the Summary node in the Outline view. In the Properties view, set the height to 400 pixels. The summary band is printed at the end of the report.
  2. Drag a chart from the Palette onto the summary. The chart wizard is displayed.
  3. Select the chart type. This example uses a bar chart.
  4. In the Dataset menu, select the dataset you created for the chart.
  5. In the Dataset tab, select the option to use the same JDBC connection used to fill the master report.
  6. Specify the chart's series: Click the button next to the Series menu and click Add. In the Expression Editor that is displayed, double-click the BillingState column to set the expression to $F{BillingState}.
  7. Specify the y-axis values: In the chart wizard, click the button next to the Value box. In the Expression Editor, double-click Name to set the expression to $F{Name}.

  8. Specify the labels for the series elements: In the chart wizard, click the button next to the Label box. In the Expression Editor, double-click the BillingState column to set the expression to $F{BillingState}. If needed, convert the column type to string, as in the following expression: $F{BillingState}.toString()
  9. Expand the chart to fill the summary section: right-click the chart and click Size to Container -> Fit Both.

Running the Report

You can now generate reports on FinancialForce data just as you would any other JDBC data source. Jaspersoft Studio periodically refreshes the data across report runs.