Build Interactive Dashboards from Sage US Data in Amazon QuickSight

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect Server, you get direct access to Sage US data for visualizations, dashboards, and more. This article shows how to create a virtual database for Sage US in Connect Server and build dashboards in Amazon QuickSight with access to Sage US data.

CData Connect Server provides a pure SQL Server interface for Sage US, allowing you to easily build reports from live Sage US data in Quicksight — without replicating the data to a natively supported database. As you build visualizations, Quicksight 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 Sage US, leveraging server-side processing to quickly return the requested Sage US data.

Create a Virtual SQL Server Database for Sage US 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 "Sage US" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Sage US.

   The Application Id and Company Name connection string options are required to connect to Sage as a data source. You can obtain an Application Id by contacting Sage directly to request access to the Sage 50 SDK.

   Sage must be installed on the machine. The Sage.Peachtree.API.dll and Sage.Peachtree.API.Resolver.dll assemblies are required. These assemblies are installed with Sage in C:/Program Files/Sage/Peachtree/API/. Additionally, the Sage SDK requires .NET Framework 4.0 and is only compatible with 32-bit applications. To use the Sage SDK in Visual Studio, set the Platform Target property to "x86" in Project -> Properties -> Build.

   You must authorize the application to access company data: To authorize your application to access Sage, restart the Sage application, open the company you want to access, and connect with your application. You will then be prompted to set access permissions for the application in the resulting dialog.

   While the compiled executable will require authorization only once, during development you may need to follow this process to reauthorize a new build. To avoid restarting the Sage application when developing with Visual Studio, click Build -> Configuration Manager and uncheck "Build" for your project.

4. Click Save Changes
5. 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 Sage US data from Quicksight.

Import Sage US Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Sage US database in Connect Server, importing the dataset into SPICE, and building a simple visualization from the data.

1. Log into Amazon QuickSight and on the left panel click "Datasets"
2. Click "New dataset," select SQL Server as the data source, configure the connection to your Connect Server instance, and click "Create data source"
3. Select a table to visualize (or submit a custom SQL query for your data) and click Select.
4. Select "Import to SPICE for quicker analytics" and click "Visualize."
5. Select fields to visualize as well as a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

1. Navigate to the QuickSight home page.
2. Click "Manage data."
3. Select the data set you wish to refresh.
4. Click "Schedule refresh."
5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Sage US Data from Applications

At this point, you have a direct connection to Sage US data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 250 SaaS, Big Data, and NoSQL sources from applications like Amazon QuickSight, refer to our Connect Server page.