Visualize Sage 50 UK Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Sage 50 UK makes it easy to integrate with Sage 50 UK data in Sisense. This article shows how to create an ElastiCube that connects to Sage 50 UK data and use the ElastiCube to visualize Sage 50 UK data in Sisense.

Configure the Connection to Sage 50 UK

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Sage 50 UK 20XX\lib) or copy the jar file (cdata.jdbc.sage50uk.Sage50UK.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings.
4. Set the connection string property to the JDBC URL for Sage 50 UK, adding required properties.

   Note: Only Sage 50 UK 2012 and above are supported.

   The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.

   Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:

   1. If you have not already done so, open the Sage 50 UK software.
   2. Click Tools -> Internet Options.
   3. Select the SData Settings tab.
   4. Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
   5. Set the URL property to the value in the address field next to the company desired.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Sage 50 UK JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.sage50uk.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical example follows:

   jdbc:sage50uk:URL=http://your-server:5493/sdata/accounts50/GCRM/your-address;User=Manager;
5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.sage50uk.Sage50UKDriver
7. Leave the username and password properties blank.
8. Click Next.

Add Sage 50 UK Data to an ElastiCube

Once you are connected to Sage 50 UK, you can add tables and views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done.
4. Click Build to build the ElastiCube for analytics.

Visualize Sage 50 UK Data

With Sage 50 UK tables added to your ElastiCube, you can perform analytics on your Sage 50 UK data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create
4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Sage 50 UK, you can access Sage 50 UK data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Sage 50 UK data in Sisense today!