Visualize Sage X3 Cloud 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 X3 Cloud makes it easy to integrate with Sage X3 Cloud data in Sisense. This article shows how to create an ElastiCube that connects to Sage X3 Cloud data and use the ElastiCube to visualize Sage X3 Cloud data in Sisense.

Configure the Connection to Sage X3 Cloud

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 X3 Cloud 20XX\lib) or copy the jar file (cdata.jdbc.sagex3cloud.SageX3Cloud.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 X3 Cloud, adding required 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.

   A typical example follows:

   
   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;
   

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.sagex3cloud.SageX3CloudDriver
7. Leave the username and password properties blank.
8. Click Next.

Add Sage X3 Cloud Data to an ElastiCube

Once you are connected to Sage X3 Cloud, you can add 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 X3 Cloud Data

With Sage X3 Cloud tables added to your ElastiCube, you can perform analytics on your Sage X3 Cloud 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 X3 Cloud, you can access Sage X3 Cloud data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Sage X3 Cloud data in Sisense today!