Use the CData JDBC Driver for FinancialForce in MicroStrategy Web

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FinancialForce JDBC Driver

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



Connect to FinancialForce data in MicroStrategy Web 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 an external data source in MicroStrategy Web 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 visualize and analyze FinancialForce data using native MicroStrategy data types.

Connect to and Visualize FinancialForce Data using MicroStrategy Web

You can connect to FinancialForce in MicroStrategy Web by adding a data source based on the CData JDBC Driver for FinancialForce.* Before you begin, you will need install the JDBC Driver for FinancialForce on the machine hosting the MicroStrategy Intelligence Server that your instance of MicroStrategy Web is connected to. Once you have created a data source you can build dynamic visualizations of FinancialForce data in MicroStrategy Web.

  1. Open MicroStrategy Web 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 Generic in the Database menu and select 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 to the following: JDBC;MSTR_JDBC_JAR_FOLDER=PATH\TO\JAR\;DRIVER=cdata.jdbc.financialforce.FinancialForceDriver;URL={jdbc:financialforce:User=myUser;Password=myPassword;Security Token=myToken;};

    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.

  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 to customize our datasets.
  11. Click Finish, choose to 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 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 have finished configuring the dossier, click File -> Save.

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


Note: Connecting using a JDBC Driver requires a 3- or 4-Tier Architecture.