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Visualize MYOB AccountRight Data in TIBCO Spotfire through ADO.NET

Integrate MYOB AccountRight data into dashboards in TIBCO Spotfire.

This article walks you through using the CData ADO.NET Provider for MYOB AccountRight in TIBCO Spotfire. You will establish a connection and create a simple dashboard.

  1. Add the CData ADO.NET data source by clicking Add Data Tables.
  2. Click Add -> Database.
  3. Select the provider and click Configure.
  4. Define the connection settings. Below is a typical connection string:

    OAuthClientId=YourClientId; OAuthClientSecret=YourClientSecret; CompanyFileId=yourCompanyFileId; CallbackURL=http://localhost:33333; User=companyFileUser; Password=companyFilePassword; InitiateOAuth=GETANDREFRESH

    These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

    • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
    • User: The username associated with your company file.
    • Password: The password associated with your company file.

    Connecting to a Cloud Instance

    To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

    Connecting to an On-Premise instance:

    When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

    • InitiateOauth: Set this to OFF.
    • Url: The Url of your MYOB instance.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  5. Select the tables that you want to add to the dashboard. This example uses Accounts. You can also specify an SQL query. The driver supports the standard SQL syntax.
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Name in the Numbers section and Id in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.