Use Dash to Build to Web Apps on Reckon Accounts Hosted 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 Reckon Accounts Hosted, the pandas module, and the Dash framework, you can build Reckon Accounts Hosted-connected web applications for Reckon Accounts Hosted data. This article shows how to connect to Reckon Accounts Hosted with the CData Connector and use pandas and Dash to build a simple web app for visualizing Reckon Accounts Hosted data.

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

Connecting to Reckon Accounts Hosted Data

Connecting to Reckon Accounts Hosted 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.

The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

• SubscriptionKey: Required. You get this value when you created your developer account.
• CountryVersion: Defaults to 2021.R2.AU.
• CompanyFile: Required. The path to the company file.
• User: Required. The username of the company file.
• Password: Required. The password of the company file.
• InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
• CallbackURL: The redirectURI of your Custom OAuth App.
• OAuthClientId: The client id of your Custom OAuth App.
• OAuthClientSecret: The client secret of your Custom OAuth App.

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

After installing the CData Reckon Accounts Hosted Connector, follow the procedure below to install the other required modules and start accessing Reckon Accounts Hosted 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 Reckon Accounts Hosted 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.reckonaccountshosted as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Reckon Accounts Hosted Connector to create a connection for working with Reckon Accounts Hosted data.

cnxn = mod.connect("SubscriptionKey=my_subscription_key;CountryVersion=2021.R2.AU;CompanyFile=Q:/CompanyName.QBW;User=my_user;Password=my_password;CallbackURL=http://localhost:33333;OAuthClientId=my_oauth_client_id;OAuthClientSecret=my_oauth_client_secret;InitiateOAuth=GETANDREFRESH;OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt")")

Execute SQL to Reckon Accounts Hosted

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 Name, Balance FROM Accounts WHERE IsActive = 'true'", 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-reckonaccountshostededataplot'

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 Reckon Accounts Hosted data and configure the app layout.

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

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='Reckon Accounts Hosted 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 Reckon Accounts Hosted data.

python reckonaccountshosted-dash.py

Free Trial & More Information

Download a free, 30-day trial of the CData Python Connector for Reckon Accounts Hosted to start building Python apps with connectivity to Reckon Accounts Hosted 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.reckonaccountshosted as mod
import plotly.graph_objs as go

cnxn = mod.connect("SubscriptionKey=my_subscription_key;CountryVersion=2021.R2.AU;CompanyFile=Q:/CompanyName.QBW;User=my_user;Password=my_password;CallbackURL=http://localhost:33333;OAuthClientId=my_oauth_client_id;OAuthClientSecret=my_oauth_client_secret;InitiateOAuth=GETANDREFRESH;OAuthSettingsLocation=/PATH/TO/OAuthSettings.txt")

df = pd.read_sql("SELECT Name, Balance FROM Accounts WHERE IsActive = 'true'", cnxn)
app_name = 'dash-reckonaccountshosteddataplot'

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.Name, y=df.Balance, name='Name')

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='Reckon Accounts Hosted Accounts Data', barmode='stack')
		})
], className="container")

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