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Create Magento-Connected Visualizations in Klipfolio

Use CData Connect Cloud to connect to Magento from Klipfolio and build custom visualizations using live Magento data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Magento data for visualizations, reports, and more. This article shows how to create a virtual database for Magento in Connect Cloud and build visualizations from Magento data in Klipfolio.

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

Create a Virtual MySQL Database for Magento Data

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

  1. Log into Connect Cloud and click Databases.
  2. Select "Magento" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Magento.

    Magento uses the OAuth 1 authentication standard. To connect to the Magento REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Magento 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 Magento system. The URL depends on whether you are using the Magento REST API as a customer or administrator.

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

    • Administrator: To access Magento 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 Test Database.
  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 Magento data from Klipfolio.

Connect to Magento in Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Magento data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., Magento1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM Products)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Magento data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to Magento Data from Cloud Applications

Now you have a Klip built from live Magento data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Magento data.

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