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Build Interactive Dashboards from Sage US Data in Amazon QuickSight

Create a virtual MySQL database for Sage US data in CData Connect Cloud and import Sage US data into Amazon QuickSight SPICE to build interactive dashboards.

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

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Sage US, allowing you to easily build visualizations from Sage US data in Amazon QuickSight. By importing your Sage US data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Create a Virtual MySQL Database for Sage US Data

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

  1. Login to Connect Cloud and click Databases.
  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 Test Database.
  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 build visualizations in Amazon 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 Cloud, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and click "Manage data."
  2. Click "New data set," select MySQL as the data source, configure the connection to your Connect Cloud instance, and click "Create data source."
  3. Select a table to visualize (or submit a custom SQL query for your data).
  4. Click "Edit/Preview data" to customize the data set.
  5. Select "Import to SPICE for quicker analytics" and click "Visualize."
  6. Select fields to visualize and 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 Cloud Applications

At this point, you have a direct, cloud-to-cloud 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 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Connect Cloud page.