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CData Connect Server

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Build Money Forward Expense-Connected Dashboards in Redash


Use CData Connect Server to create a virtual SQL Server Database for Money Forward Expense data and build visualizations and dashbaords from Money Forward Expense data 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 Money Forward Expense data for visualizations, dashboards, and more. This article shows how to create a virtual database for Money Forward Expense and build visualizations from Money Forward Expense data in Redash.

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 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 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 Redash.

Visualize Money Forward Expense Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Money Forward Expense 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. Money Forward Expense (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 Money Forward Expense (e.g. MoneyForwardExpense1)
    • 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 Money Forward Expense data.

Create a Money Forward Expense 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 Code, Name FROM Items WHERE Id = 'byhHeWKXKXcdzcBTEGXIgg'
  4. Click the "Execute" button to load Money Forward Expense data into Redash via CData Connect
  5. Use the Visualization Editor to create and analyze graphs from Money Forward Expense data
  6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Money Forward Expense Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Money Forward Expense 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.