Use the CData JDBC Driver for FinancialForce in MicroStrategy Desktop

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FinancialForce JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with FinancialForce.



Connect to FinancialForce data in MicroStrategy Desktop using the CData JDBC Driver for FinancialForce.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData JDBC Driver for FinancialForce, you gain database-like access to live FinancialForce data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding FinancialForce as a data source in MicroStrategy Desktop and creating a simple visualization of FinancialForce data.

The CData JDBC Driver offers unmatched performance for interacting with live FinancialForce data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to FinancialForce, the driver pushes supported SQL operations, like filters and aggregations, directly to FinancialForce and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can use native MicroStrategy data types to visualize and analyze FinancialForce data.

Connect to and Visualize FinancialForce Data using MicroStrategy Desktop

In addition to connecting to FinancialForce in MicroStrategy enterprise products, you can connect to FinancialForce in MicroStrategy Desktop. Follow the steps below to add FinancialForce data as a dataset using JDBC and create visualizations and reports of FinancialForce data.

  1. Open MicroStrategy Desktop and create a new dossier.
  2. In the datasets panel, click New Data, select Databases, and choose Select a Table as the Import Option.
  3. Add a new data source and choose the DSN-less data sources option.
  4. Choose Generic in the Database menu and Generic DBMS in the Version menu.
  5. Click the link to show the connection string and opt to edit the connection string. In the Driver menu, select MicroStrategy Cassandra ODBC Driver. (MicroStrategy requires a certified driver to interface through JDBC; the actual driver will not be used.)
  6. Set the connection string as follows and click OK:
    • Add the JDBC keyword to the connection string.
    • Set MSTR_JDBC_JAR_FOLDER to the path of the JAR file for the JDBC driver. (C:\Program Files\CData JDBC Driver for FinancialForce\lib\ on Windows.)
    • Set DRIVER to cdata.jdbc.financialforce.FinancialForceDriver, the driver class.
    • Set URL to the JDBC URL for the FinancialForce driver, setting the necessary 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.

    A typical connection string follows:

    JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.financialforce.FinancialForceDriver;URL={jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;};
  7. Right-click on the new data source, and choose Edit catalog options.
  8. Edit the SQL Statement to SELECT * FROM SYS_SCHEMAS to read the metadata from the JDBC Driver.
  9. Select the new data source to view the available tables. You may need to manually click the search icon in the Available Tables section to see the tables.
  10. 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.
  11. Click Finish and choose the option to connect Live. Live connections are possible and effective, thanks to the high-performance data processing native to CData JDBC Drivers.
  12. 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 client-side by the CData SQL engine embedded in the driver.
  13. Once you are finished configuring the dossier, click File -> Save.

Using the CData JDBC Driver for FinancialForce in MicroStrategy Desktop, you can easily create robust visualizations and reports on FinancialForce data. Read our other articles for connecting to FinancialForce data in MicroStrategy Developer and connecting to FinancialForce data in MicroStrategy Web for more examples.