Create Interactive Metabase Dashboards that Work with Raisers Edge NXT Data

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CData Connect



Use CData Connect to create a virtual MySQL database for Raisers Edge NXT data and create an interactive dashboard in Metabase from Raisers Edge NXT data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Raisers Edge NXT data. This article describes how to create a virtual database for Raisers Edge NXT and build a simple visualization using Raisers Edge NXT data.

CData Connect provides a pure SQL interface for Raisers Edge NXT, allowing you to easily integrate with live Raisers Edge NXT data in Metabase — without replicating the data. Connect looks exactly like a MySQL database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Raisers Edge NXT, leveraging server-side processing to quickly return Raisers Edge NXT data.

Create a Virtual MySQL Database for Raisers Edge NXT Data

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

  1. Log into Connect Cloud and click Databases.
  2. Select "Raisers Edge NXT" from Available Data Sources.
  3. Raisers Edge NXT uses OAuth to authenticate. Click Test Database to authenticate with Raisers Edge NXT.
  4. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "Raisers Edge NXT (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. Raisers Edge NXT1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query Raisers Edge NXT Data with Metabase

Once you configure the connection to CData Connect, you can query Raisers Edge NXT and build visualizations.

  1. Use the "Write SQL" tool to retrieve the Raisers Edge NXT data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT Id, AddressLines FROM Constituents WHERE Type = 'Home'
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Raisers Edge NXT data in Metabase. You can continue to work with live Raisers Edge NXT data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for Raisers Edge NXT (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Raisers Edge NXT data in Metabase today.