Use Dash to Build to Web Apps on MYOB AccountRight Data

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Python Connector for MYOB AccountRight, the pandas module, and the Dash framework, you can build MYOB AccountRight-connected web applications for MYOB AccountRight data. This article shows how to connect to MYOB AccountRight with the CData Connector and use pandas and Dash to build a simple web app for visualizing MYOB AccountRight data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live MYOB AccountRight data in Python. When you issue complex SQL queries from MYOB AccountRight, the driver pushes supported SQL operations, like filters and aggregations, directly to MYOB AccountRight and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to MYOB AccountRight Data

Connecting to MYOB AccountRight data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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.

After installing the CData MYOB AccountRight Connector, follow the procedure below to install the other required modules and start accessing MYOB AccountRight through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize MYOB AccountRight Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.myob as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData MYOB AccountRight Connector to create a connection for working with MYOB AccountRight data.

cnxn = mod.connect("OAuthClientId=YourClientId; OAuthClientSecret=YourClientSecret; CompanyFileId=yourCompanyFileId; CallbackURL=http://localhost:33333; User=companyFileUser; Password=companyFilePassword; InitiateOAuth=GETANDREFRESH;OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt")")

Execute SQL to MYOB AccountRight

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT Id, Name FROM Accounts WHERE Type = 'Bank'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-myobedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our MYOB AccountRight data and configure the app layout.

trace = go.Bar(x=df.Id, y=df.Name, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='MYOB AccountRight Accounts Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the MYOB AccountRight data.

python myob-dash.py

Free Trial & More Information

Download a free, 30-day trial of the CData Python Connector for MYOB AccountRight to start building Python apps with connectivity to MYOB AccountRight data. Reach out to our Support Team if you have any questions.

Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.myob as mod
import plotly.graph_objs as go

cnxn = mod.connect("OAuthClientId=YourClientId; OAuthClientSecret=YourClientSecret; CompanyFileId=yourCompanyFileId; CallbackURL=http://localhost:33333; User=companyFileUser; Password=companyFilePassword; InitiateOAuth=GETANDREFRESH;OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt")

df = pd.read_sql("SELECT Id, Name FROM Accounts WHERE Type = 'Bank'", cnxn)
app_name = 'dash-myobdataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.Id, y=df.Name, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='MYOB AccountRight Accounts Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)