Analyze Money Forward Expense Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Server and Money Forward Expense Connector to build dynamic dashboards from live Money Forward Expense data. The CData Connect Server creates a virtual database for Money Forward Expense and can be used to generate an OData API (natively consumable in Reveal) for Money Forward Expense. In this article, we walk through connecting to Money Forward Expense in Connect Server and connecting to Connect Server from Infragistics Reveal to create a simple dashboard.

Add a Connect Server User

Create a User to connect to Money Forward Expense from Reveal through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Money Forward Expense from Connect Server

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

1. Open Connect Server and click Connections
2. Select "Money Forward Expense" from Available Data Sources
3. Enter the necessary authentication properties to connect to Money Forward Expense.

   In order to authenticate, specify the following:

   • OAuth Client Id: the OAuth Client Id generated from MoneyForward Expense.
   • OAuth Client Secret: the OAuth Client Secret generated from MoneyForward Expense.
   • Office Id: The Id of the MoneyForward Expense office. This is required for most queries.

   For more information on obtaining the OAuth properties, refer to the Help documentation

   .
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Money Forward Expense OData Endpoints in Connect Server

After connecting to Money Forward Expense, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Money Forward Expense database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With Connect Server configured, we can visualize Money Forward Expense data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Source -> OData Feed
3. Specify the Connect Server API endpoint URL (found in API -> Discovery -> Base URL), for example: CONNECT_SERVER_URL/api.rsc
4. Select Generic Credentials and specify the Connect Server username and authentication token
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Money Forward Expense data. For more information on creating OData feeds from Money Forward Expense (and more than 150 other sources), visit the Connect Server page. Download a free, 30-day trial and start working live Money Forward Expense data in tools that consume OData APIs.