Build Invoiced-Connected Dashboards in Redash

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Invoiced data for visualizations, dashboards, and more. This article shows how to create a virtual database for Invoiced and build visualizations from Invoiced data in Redash.

CData Connect Server provides a pure SQL Server interface for Invoiced, allowing you to easily build reports from live Invoiced data in Redash — without replicating the data to a natively supported database. As you build visualizations, Redash generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Invoiced, leveraging server-side processing to quickly return the requested Invoiced data.

Create a Virtual SQL Server Database for Invoiced Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Invoiced" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Invoiced.

   Start by setting the Profile connection property to the location of the Invoiced Profile on disk (e.g. C:\profiles\Invoiced.apip). Next, set the ProfileSettings connection property to the connection string for Invoiced (see below).

   Invoiced API Profile Settings

   In order to authenticate to Invoiced, you'll need to provide your API Key. An API key can be obtained by signing in to your account, and then going to Settings > Developers > API Keys. Set the API Key in the ProfileSettings property to connect.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Invoiced data from Redash.

Visualize Invoiced Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Invoiced database in Connect Server and building a simple visualization from the data.

Create a New Data Source

1. Log into Redash, click on your profile and click "Data Sources"
2. Click the " New Data Source" button
3. Select "Microsoft SQL Server" as the Data Source Type
4. On the configuration tab, set the following properties:
   • Name: Name the data source (e.g. Invoiced (CData Connect))
   • Host: The full URL to your CData Connect instance (e.g. https://connect_server_url)
   • Port: The port of the CData Connect SQL Server endpoint (e.g. 1433)
   • User: A CData Connect user
   • Password: The password for the above user
   • Database name: The name of the virtual database for Invoiced (e.g. API1)
   • Click the checkbox to Use SSQL
5. Click Create
6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Invoiced data.

Create a Invoiced Data Visualization

1. Click Create -> New Query
2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
3. Write a SQL statement to retrieve the data, for example:
   SELECT Id, Name FROM Invoices WHERE Paid = 'false'
4. Click the "Execute" button to load Invoiced data into Redash via CData Connect
5. Use the Visualization Editor to create and analyze graphs from Invoiced data
6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Invoiced Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Invoiced data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Server page.