Analyze MYOB AccountRight Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live MYOB AccountRight data. The CData API Server generates an OData API for MYOB AccountRight, which is natively consumable in Reveal. In this article, we walk through connecting to MYOB AccountRight in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to MYOB AccountRight from API Server

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

1. Open API Server and click Settings -> Connection -> Add Connection
2. Select "MYOB AccountRight"
3. Enter the necessary authentication properties to connect to MYOB AccountRight.

   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, set the following connection property in addition to those above:

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

Add MYOB AccountRight Resource Definitions in API Server

After connecting to MYOB AccountRight, create Resources, which represent API endpoints for MYOB AccountRight data.

1. Click Settings -> Resources -> Add Resource
2. Select the MYOB AccountRight connection
3. Select the table you wish to retrieve and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

Add an API Server User

Create a User to connect to MYOB AccountRight from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the MYOB AccountRight Connection and Resource(s)

(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 Settings -> Server.

• 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 the API Server configured, we can visualize MYOB AccountRight data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Source -> OData Feed
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
4. Select Generic Credentials and specify the API 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 MYOB AccountRight data. For more information on creating OData feeds from MYOB AccountRight (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live MYOB AccountRight data in tools that consume OData APIs.