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Connect to and Query FinancialForce Data in QlikView over ODBC

Create data visualizations with FinancialForce data in QlikView.

The CData ODBC drivers expand your ability to work with data from more than 200 data sources. QlikView is a business discovery platform that provides self-service BI for all business users in an organization. This article outlines simple steps to connect to FinancialForce data using the CData ODBC driver and create data visualizations in QlikView.

The CData ODBC drivers offer unmatched performance for interacting with live FinancialForce data in QlikView due to optimized data processing built into the driver. When you issue complex SQL queries from QlikView 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 QlikView data types.

Connect to FinancialForce as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, 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.

Populate a Chart with FinancialForce Data

The steps below supply the results of an SQL query to a visualization in QlikView. In this article, you will create a bar chart with the query below:

SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks'
  1. Click File -> Edit Script (or click the Edit Script button in the Toolbar).
  2. On the Data tab, select ODBC in the Database menu and click Connect.
  3. Select the DSN (CData FinancialForce Sys) in the resulting dialog. A command like the following is generated: ODBC CONNECT TO [CData FinancialForce Sys];
  4. Enter the SQL query directly into the script with the SQL command (or click Select to build the query in the SELECT statement wizard). SQL SELECT BillingState, Name FROM Account WHERE Industry = 'Floppy Disks';

    Where possible, the SQL operations in the query, like 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.

  5. Close the script editor and reload the document to execute the script.
  6. Click Tools -> Quick Chart Wizard. In the wizard, select the chart type. This example uses a bar chart. When building the chart, you have access to the fields from FinancialForce, typed appropriately for QlikView, thanks to built-in dynamic metadata querying.
  7. When defining Dimensions, select BillingState in the First Dimension menu.
  8. When defining Expressions, click the summary function you want and select Name in the menu.
  9. Finish the wizard to generate the chart. The CData ODBC Driver for FinancialForce connects to live FinancialForce data, so the chart can be refreshed to see real-time changes. Live connections are possible and effective, thanks to the high-performance data processing native to CData ODBC Drivers.