Create Adobe Commerce Dashboards in Bold BI

Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to Adobe Commerce data for visualizations, dashboards, and more. This article shows how to create a virtual database for Adobe Commerce and build reports from Adobe Commerce data in Bold BI.

CData Connect Server provides a pure SQL Server interface for Adobe Commerce, allowing you to easily build reports from live Adobe Commerce data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI 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 Adobe Commerce, leveraging server-side processing to quickly return the requested Adobe Commerce data.

Create a Virtual SQL Server Database for Adobe Commerce 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 "Adobe Commerce" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Adobe Commerce.

   Adobe Commerce uses the OAuth 1 authentication standard. To connect to the Adobe Commerce REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Adobe Commerce system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

   You will also need to provide the URL to your Adobe Commerce system. The URL depends on whether you are using the Adobe Commerce REST API as a customer or administrator.

   • Customer: To use Adobe Commerce as a customer, make sure you have created a customer account in the Adobe Commerce homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Adobe Commerce system.

   • Administrator: To access Adobe Commerce as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

     If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

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 Adobe Commerce data from Bold BI.

Visualize Live Adobe Commerce Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new Adobe Commerce data source and build a simple visualization from the data.

1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
2. Choose the basic configuration and set the connection properties:
   • Name: Name your connection
   • Server name: Your Connect Server instance (CONNECT_SERVER_URL)
   • Port: 1433
   • Username: Your Connect Server username
   • Password: Your Connect Server password
   • Mode: Choose Live to query Adobe Commerce on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (adobecommercedb)
3. Click Connect
4. Select the table to visualize and drag it onto the workspace.
5. Select a visualization style and add it to the report.
6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to Adobe Commerce Data from Applications

Now you have a direct connection to live Adobe Commerce data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Adobe Commerce data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.