Operational Reporting on Plaid Data from Spotfire Server

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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 and share Spotfire data visualizations with real-time connectivity to remote Plaid data.

You can gain real-time access to Plaid data from your enterprise reporting solution with the CData JDBC Driver for Plaid's drop-in install into your Java reporting server. Use the data source template in this article to expand your Spotfire library to include remote Plaid data. You can then create and share real-time data visualizations that reflect any changes to Plaid data.

Connect to Plaid as a JDBC Data Source

To install the CData JDBC Driver for Plaid on Spotfire Server, drop the driver JAR into the classpath and use the data source template in this section.

  1. To add the driver to Spotfire Server's classpath, copy the driver JAR from the lib subfolder in the driver installation folder to the lib subfolder for your Spotfire Server installation: For example, MySpotfireServerHomeDirectory/tomcat/lib.

    Note that the .lic file must be located in the same folder as the JAR.

  2. In the TIBCO Spotfire Server Configuration Tool, click the Configuration tab and select data source templates in the Configuration Start node.
  3. Create a new data source template with the following:

    <jdbc-type-settings> <type-name>plaid</type-name> <driver>cdata.jdbc.plaid.PlaidDriver</driver> <connection-url-pattern>jdbc:plaid:</connection-url-pattern> <ping-command>SELECT * FROM Projects LIMIT 1</ping-command> <connection-properties> <connection-property> <key>AccountId</key> <value>123456789</value> </connection-property> <connection-property> <key>InitiateOAuth</key> <value>GETANDREFRESH</value> </connection-property> </connection-properties> <fetch-size>10000</fetch-size> <batch-size>100</batch-size> <max-column-name-length>32</max-column-name-length> <table-types>TABLE, VIEW</table-types> <supports-catalogs>true</supports-catalogs> <supports-schemas>true</supports-schemas> <supports-procedures>false</supports-procedures> <supports-distinct>true</supports-distinct> <supports-order-by>true</supports-order-by> <column-name-pattern>"$$name$$"</column-name-pattern> <table-name-pattern>"$$name$$"</table-name-pattern> <schema-name-pattern>"$$name$$"</schema-name-pattern> <catalog-name-pattern>"$$name$$"</catalog-name-pattern> <procedure-name-pattern>"$$name$$"</procedure-name-pattern> <column-alias-pattern>"$$name$$"</column-alias-pattern> <string-literal-quote>'</string-literal-quote> <max-in-clause-size>1000</max-in-clause-size> <condition-list-threshold>10000</condition-list-threshold> <expand-in-clause>false</expand-in-clause> <table-expression-pattern>[$$catalog$$.][$$schema$$.]$$table$$</table-expression-pattern> <procedure-expression-pattern>[$$catalog$$.][$$schema$$.]$$procedure$$</procedure-expression-pattern> <procedure-table-jdbc-type>0</procedure-table-jdbc-type> <procedure-table-type-name></procedure-table-type-name> <date-format-expression>$$value$$</date-format-expression> <date-literal-format-expression>'$$value$$'</date-literal-format-expression> <time-format-expression>$$value$$</time-format-expression> <time-literal-format-expression>'$$value$$'</time-literal-format-expression> <date-time-format-expression>$$value$$</date-time-format-expression> <date-time-literal-format-expression>'$$value$$'</date-time-literal-format-expression> <java-to-sql-type-conversions>VARCHAR($$value$$) VARCHAR(255) INTEGER BIGINT REAL DOUBLE PRECISION DATE TIME TIMESTAMP</java-to-sql-type-conversions> <temp-table-name-pattern>$$name$$#TEMP</temp-table-name-pattern> <create-temp-table-command>CREATE TABLE $$name$$#TEMP $$column_list$$</create-temp-table-command> <drop-temp-table-command>DROP TABLE $$name$$#TEMP</drop-temp-table-command> <data-source-authentication>false</data-source-authentication> <lob-threshold>-1</lob-threshold> <use-ansii-style-outer-join>false</use-ansii-style-outer-join> <credentials-timeout>86400</credentials-timeout> </jdbc-type-settings>

  4. Restart the Spotfire Server service.

The driver's support for standard SQL integrates real-time connectivity to Plaid data into the familiar interfaces of the Spotfire Platform. To access Plaid data from Spotfire Professional and other applications, including Jaspersoft Studio, create information links in the Information Designer.

As you select columns and filters, Spotfire Server builds the information link's underlying SQL query. Click Open Data to load the data into Spotfire.

Report authors can then build Plaid visualizations based on Spotfire data tables without writing SQL queries by hand. Report viewers can rely on accurate and current Plaid data.