Visualize Plaid Data in Sisense

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Plaid JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Plaid account data including Assets, Investments, Liabilities, Transactions, and more!



Create an ElastiCube in Sisense app with access to Plaid data.

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Plaid makes it easy to integrate with Plaid data in Sisense. This article shows how to create an ElastiCube that connects to Plaid data and use the ElastiCube to visualize Plaid data in Sisense.

Configure the Connection to Plaid

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CDatat\CData JDBC Driver for Plaid\lib) or copy the jar file (cdata.jdbc.plaid.Plaid.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for Plaid, adding required properties.

    You can connect to Plaid using the embedded OAuth connectivity. When you connect, the Plaid OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

    Optionally set the Account Id property to return data related to a specific Account.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Plaid JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.plaid.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, 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.

    A typical example follows:

    jdbc:plaid:AccountId=123456789;InitiateOAuth=REFRESH
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.plaid.PlaidDriver
  7. Leave the username and password properties blank.
  8. Click Next.

Add Plaid Data to an ElastiCube

Once you are connected to Plaid, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Visualize Plaid Data

With Plaid tables added to your ElastiCube, you can perform analytics on your Plaid data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Plaid, you can access Plaid data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Plaid data in Sisense today!