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CData Connect Server

Build Reckon Accounts Hosted-Connected Dashboards in Redash

Use CData Connect Server to create a virtual SQL Server Database for Reckon Accounts Hosted data and build visualizations and dashbaords from Reckon Accounts Hosted data in Redash.

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Reckon Accounts Hosted data for visualizations, dashboards, and more. This article shows how to create a virtual database for Reckon Accounts Hosted and build visualizations from Reckon Accounts Hosted data in Redash.

CData Connect Server provides a pure SQL Server interface for Reckon Accounts Hosted, allowing you to easily build reports from live Reckon Accounts Hosted data in Redash — without replicating the data to a natively supported database. As you build visualizations, Redash generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Reckon Accounts Hosted, leveraging server-side processing to quickly return the requested Reckon Accounts Hosted data.

Create a Virtual SQL Server Database for Reckon Accounts Hosted Data

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

  1. Login to Connect Server and click Connections.
  2. Select "Reckon Accounts Hosted" from Available Data Sources.
  3. Reckon Accounts Hosted uses OAuth to authenticate. Click Connect to authenticate with Reckon Accounts Hosted.
  4. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Reckon Accounts Hosted data from Redash.

Visualize Reckon Accounts Hosted Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Reckon Accounts Hosted database in Connect Server and building a simple visualization from the data.

Create a New Data Source

  1. Log into Redash, click on your profile and click "Data Sources"
  2. Click the " New Data Source" button
  3. Select "Microsoft SQL Server" as the Data Source Type
  4. On the configuration tab, set the following properties:
    • Name: Name the data source (e.g. Reckon Accounts Hosted (CData Connect))
    • Host: The full URL to your CData Connect instance (e.g. https://connect_server_url)
    • Port: The port of the CData Connect SQL Server endpoint (e.g. 1433)
    • User: A CData Connect user
    • Password: The password for the above user
    • Database name: The name of the virtual database for Reckon Accounts Hosted (e.g. ReckonAccountsHosted1)
    • Click the checkbox to Use SSQL
  5. Click Create
  6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Reckon Accounts Hosted data.

Create a Reckon Accounts Hosted Data Visualization

  1. Click Create -> New Query
  2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
  3. Write a SQL statement to retrieve the data, for example:
    SELECT Name, Balance FROM Accounts WHERE IsActive = 'true'
  4. Click the "Execute" button to load Reckon Accounts Hosted data into Redash via CData Connect
  5. Use the Visualization Editor to create and analyze graphs from Reckon Accounts Hosted data
  6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Reckon Accounts Hosted Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Reckon Accounts Hosted data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Server page.