Build Dashboards with Sage Intacct Data in DBxtra

The CData ODBC Driver for Sage Intacct enables access to live data from Sage Intacct under the ODBC standard, allowing you work with Sage Intacct data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Sage Intacct data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Sage Intacct data in DBxtra.

Connect to Sage Intacct Data

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   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.

   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.

2. Open the DBxtra application and in the New menu click Project and name the Project.
3. Select ODBC Connection as the Data Connection Type.
4. Click the browse option () for the Data Source.
5. In the Data Link Properties window, select Microsoft OLE DB Provider for ODBC Drivers on the Provider tab.
6. On the Connection tab, select the Data Source Name and the initial catalog to use (CData).
7. Name the Connection and select the appropriate User Groups.
8. Double-click the Connection from within the Project to connect to the data.

Create a Dashboard with Sage Intacct Data

You are now ready to create a dashboard with Sage Intacct data.

1. Right-click Report Objects under the Project and select New Report Object.
2. In the new Report Object, click the link to create the Query.
3. In the Select Data Connection window, select the newly created data connection.
4. On the Query tab, expand the connection objects and select the Tables, Views, and specific columns you wish to include in your dashboard. You can specify search requirements and even create complex queries which include JOINs and aggregations.
5. On the Dashboard tab, select the visualizations and features for your dashboard. Assign the data values from the query to the appropriate fields for the Dashboards items (Values, Series, etc.)

With a new Dashboard created, you are ready to begin analysis of Sage Intacct data. Thanks to the ODBC Driver for Sage Intacct, you can refresh the Dashboard and immediately see any changes made at the source. In the same way, you can create and view Reports with live, up-to-date Sage Intacct data.