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Integrate with FinancialForce Data in JReport Designer

Create charts and reports based on FinancialForce data in JReport Designer.

The CData JDBC Driver for FinancialForce data enables access to live data from dashboards and reports as if FinancialForce were a relational database, allowing you to query FinancialForce data using familiar SQL queries. This article shows how to connect to FinancialForce data as a JDBC data source and create reports based on FinancialForce data in JReport Designer.

Connect to FinancialForce Data

  1. Edit C:\JReport\Designer\bin\setenv.bat to add the location of the JAR file to the ADDCLASSPATH variable:
    ...
    set ADDCLASSPATH=%JAVAHOME%\lib\tools.jar;C:\Program Files\CData\CData JDBC Driver for FinancialForce 2016\lib\cdata.jdbc.financialforce.jar;
    ...
    
  2. Create a new data source by clicking File New Data Source.
  3. In the resulting dialog, create a name for the data source (CData JDBC Driver for FinancialForce), select JDBC, and click OK.
  4. In the Get JDBC Connection Information dialog you will configure your connection to the JDBC driver:
    • Driver: Be sure that the Driver box is checked and fill in the name of the class for the driver: cdata.jdbc.financialforce.FinancialForceDriver
    • URL: Enter the JDBC URL. This starts with jdbc:financialforce: and is followed by a semicolon-separated list of connection properties.

      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:

      jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;InitiateOAuth=GETANDREFRESH
    • User: The username to authenticate with; typically left blank.
    • Password: The password to authenticate with; typically left blank.
  5. In the Add Table dialog, select the tables you wish to include in your report (or in future reports using this data source) and click Add.

    Click Done once the dialog has completed loading the tables.

  6. In the Catalog Browser, you can create the queries that you will use to populate your reports. You can do this now, or after you create your report. In either case, expand () the data source (CData JDBC Driver for FinancialForce), right-click on Queries, and select Add Query.
  7. In the Add Table/View/Query dialog, expand () the JDBC URL and Tables and select the table(s) you wish to use in the query and click OK.
  8. In the Query Editor dialog, you can select the columns you wish to include or simply click the SQL button and manually input your own query. For example:
    SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
    

    With the query built, click OK to close the Query Editor dialog. At this point you are ready to add FinancialForce data to a new or existing report.

    NOTE: Now that the query is built, you can create a Business View based on the query. With a Business View, you can create Web reports or library components based on the query. For more information on this, refer to the JReport tutorials.

Add FinancialForce Data to a Report

You are now ready to create a report with FinancialForce data.

  1. Create a new report (File New Page Report) or open the Chart Wizard for an existing report.
  2. Select the Query (or create a new one; see above).
  3. Assign a Category and Value for the chart from the columns in your Query and click Finish.
  4. Click the View tab for your report to see the chart.