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Build Interactive Dashboards from Money Forward Expense Data in Amazon QuickSight


Create a virtual SQL Server database for Money Forward Expense data in CData Connect Server and import Money Forward Expense data into Amazon QuickSight SPICE to build interactive dashboards.

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect Server, you get direct access to Money Forward Expense data for visualizations, dashboards, and more. This article shows how to create a virtual database for Money Forward Expense in Connect Server and build dashboards in Amazon QuickSight with access to Money Forward Expense data.

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

Create a Virtual SQL Server Database for Money Forward Expense 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 "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.

With the virtual database created, you are ready to connect to Money Forward Expense data from Quicksight.

Import Money Forward Expense Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Money Forward Expense database in Connect Server, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and on the left panel click "Datasets"
  2. Click "New dataset," select SQL Server as the data source, configure the connection to your Connect Server instance, and click "Create data source"
  3. Select a table to visualize (or submit a custom SQL query for your data) and click Select.
  4. Select "Import to SPICE for quicker analytics" and click "Visualize."
  5. Select fields to visualize as well as a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

  1. Navigate to the QuickSight home page.
  2. Click "Manage data."
  3. Select the data set you wish to refresh.
  4. Click "Schedule refresh."
  5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Money Forward Expense Data from Applications

At this point, you have a direct connection to Money Forward Expense data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 250 SaaS, Big Data, and NoSQL sources from applications like Amazon QuickSight, refer to our Connect Server page.