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Integrate FinancialForce Data in the Pentaho Report Designer

Publish reports based on FinancialForce data in the Pentaho BI tool.

The CData JDBC Driver for FinancialForce data enables access to live data from dashboards and reports. This article shows how to connect to FinancialForce data as a JDBC data source and publish reports based on FinancialForce data in Pentaho.

Connect and Create a Report

  1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
  2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.
  3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new FinancialForce connection. In the resulting dialog, configure the connection properties as shown below.

    • Custom Connection URL property: 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
    • Custom Driver Class Name: Enter cdata.jdbc.financialforce.FinancialForceDriver.
    • User Name: The username to authenticate with.
    • Password: The password to authenticate with.

Add FinancialForce Data to a Report

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

  1. Add the FinancialForce source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

  2. Configure the query. This article uses the one below:

    SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
  3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Account table.
  4. Finally, run the report to see the chart.