Create Reports from Sage Intacct Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Sage Intacct data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Sage Intacct and generating reports from Sage Intacct data within Looker Studio.

CData Connect Cloud offers a seamless cloud-to-cloud interface tailored for Sage Intacct, making it straightforward to construct reports directly from live Sage Intacct data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Sage Intacct. This leverages server-side processing to swiftly provide the requested Sage Intacct data.

Configure Sage Intacct Connectivity for Looker Studio

Connectivity to Sage Intacct from Looker Studio is made possible through CData Connect Cloud. To work with Sage Intacct data from Looker Studio, we start by creating and configuring a Sage Intacct connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Sage Intacct" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Sage Intacct.

   To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

   User, Password, and CompanyId are the credentials for the account you wish to connect to.

   SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Sage Intacct data from Looker Studio.

Visualize Live Sage Intacct Data from Looker Studio

The steps below outline connecting to CData Connect Cloud from Looker Studio to create a new Sage Intacct data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.
2. Click Authorize and allow access to your Google account.
3. Click Authorize to authenticate with your CData Connect Cloud instance
4. In the CData Connect Cloud Connector in Looker Studio select a Connection (e.g. SageIntacct1) and click Next
5. Select a Table (e.g. Customer) or use a Custom Query and click Connect to continue
6. If needed, modify columns, click Create Report, and add the data source to the report.
7. Select a visualization style and add it to the report.
8. Select Dimensions and Measures to customize your visualization.

Live Access to Sage Intacct Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Sage Intacct data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Sage Intacct data.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.