Integrate with Sage X3 Cloud Data in JReport Designer

The CData JDBC Driver for Sage X3 Cloud data enables access to live data from dashboards and reports as if Sage X3 Cloud were a relational database, allowing you to query Sage X3 Cloud data using familiar SQL queries. This article shows how to connect to Sage X3 Cloud data as a JDBC data source and create reports based on Sage X3 Cloud data in JReport Designer.

Connect to Sage X3 Cloud Data

1. Edit C:\JReport\Designer\bin\setenv.bat to add the location of the JAR file to the ADDCLASSPATH variable:

   ...
   set ADDCLASSPATH=%JAVAHOME%\lib\tools.jar;C:\Program Files\CData\CData JDBC Driver for Sage X3 Cloud 2016\lib\cdata.jdbc.sagex3cloud.jar;
   ...
   

2. Create a new data source by clicking File New Data Source.
3. In the resulting dialog, create a name for the data source (CData JDBC Driver for Sage X3 Cloud), select JDBC, and click OK.
4. In the Get JDBC Connection Information dialog you will configure your connection to the JDBC driver:
   • Driver: Be sure that the Driver box is checked and fill in the name of the class for the driver:

     cdata.jdbc.sagex3cloud.SageX3CloudDriver

   • URL: Enter the JDBC URL. This starts with jdbc:sagex3cloud: and is followed by a semicolon-separated list of connection properties.

     Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

     • URL: The base URL of your Sage X3 Cloud instance.
     • OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
     • OAuthClientId: Your OAuth application client ID.
     • OAuthClientSecret: Your OAuth application client secret.
     • Audience: The API audience value for the token request.
     • XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
     • Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
     • Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

     The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Sage X3 Cloud JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     
     java -jar cdata.jdbc.sagex3cloud.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.

     Below is a typical JDBC URL:

     jdbc:sagex3cloud:AuthScheme=OAuth;URL=https://x3server/;OAuthAccessTokenUrl=https://auth-domain/oauth/token;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;Audience=https://api-audience;XAPIKey=your_api_key;Folder=SEED;

   • User: The username to authenticate with; typically left blank.
   • Password: The password to authenticate with; typically left blank.
   

5. In the Add Table dialog, select the tables you wish to include in your report (or in future reports using this data source) and click Add.

   

   Click Done once the dialog has completed loading the tables.

6. In the Catalog Browser, you can create the queries that you will use to populate your reports. You can do this now, or after you create your report. In either case, expand () the data source (CData JDBC Driver for Sage X3 Cloud), right-click on Queries, and select Add Query.
7. In the Add Table/View/Query dialog, expand () the JDBC URL and Tables and select the table(s) you wish to use in the query and click OK.
8. In the Query Editor dialog, you can select the columns you wish to include or simply click the SQL button and manually input your own query. For example:

   SELECT BPCNUM, BPCNAM FROM BPCUSTOMER WHERE BPCNUM = 'MARTIN'
   

   

   With the query built, click OK to close the Query Editor dialog. At this point you are ready to add Sage X3 Cloud data to a new or existing report.

   NOTE: Now that the query is built, you can create a Business View based on the query. With a Business View, you can create Web reports or library components based on the query. For more information on this, refer to the JReport tutorials.

Add Sage X3 Cloud Data to a Report

You are now ready to create a report with Sage X3 Cloud data.

1. Create a new report (File New Page Report) or open the Chart Wizard for an existing report.
2. Select the Query (or create a new one; see above).

3. Assign a Category and Value for the chart from the columns in your Query and click Finish.

4. Click the View tab for your report to see the chart.