Publish Reports with Salesforce Data Cloud Data in SAP Crystal Reports

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. With the support for JDBC in Crystal Reports, the CData JDBC Driver for Salesforce Data Cloud brings this capability to Crystal Reports. This article shows how to create a report on Salesforce Data Cloud data that refreshes when you run the report.

Refer to the given table for the tools and their versions used in this article:

Deploy the JDBC Driver

Install the CData JDBC Driver for Salesforce Data Cloud by including the driver JAR in the Crystal Reports classpath: Add the full file path, including the .jar, to the paths in the ClassPath element under the DataDriverCommonElement.

The default location for the CRConfig.xml file is C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java — the path might be slightly different based on your installation. The driver JAR is located in the lib subfolder of the installation directory.

After you have added the JAR to the ClassPath, restart Crystal Reports.

Connect to Salesforce Data Cloud Data

After deploying the JDBC driver for Salesforce Data Cloud, you can use the Report Wizard to add Salesforce Data Cloud data to a new report.

1. Click File -> New -> Standard Report.
2. Expand the JDBC (JNDI) under Create New Connection and double-click Make a New Connection.
3. Create a connection string using CData JDBC Driver for Salesforce Data Cloud.

For assistance constructing the JDBC URL, use the connection string designer built into the Salesforce Data Cloud JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

java -jar cdata.jdbc.salesforcedatacloud.jar

Salesforce Data Cloud supports authentication via the OAuth standard.

OAuth

Set AuthScheme to OAuth.

Desktop Applications

CData provides an embedded OAuth application that simplifies authentication at the desktop.

You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.

Before you connect, set these properties:

• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
• OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.

When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.

The driver then completes the OAuth process as follows:

• Extracts the access token from the callback URL.
• Obtains a new access token when the old one expires.
• Saves OAuth values in OAuthSettingsLocation so that they persist across connections.

For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.

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

When configuring 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.

• In the wizard, enter the JDBC connection URL:

  jdbc:salesforcedatacloud:InitiateOAuth=GETANDREFRESH

• Set the driver class name:

  cdata.jdbc.salesforcedatacloud.SalesforceDataCloudDriver
• Select the tables needed in the report.
• You can also link tables from the Salesforce Data Cloud data in SAP Crystal Reports. Click on NEXT after adding the links between tables.
• After the tables are selected, select the fields you want displayed in the report from the selected table, followed by NEXT.
• Select the "Group By" field to group the information on the report.
• Sort the groups based on summarised totals and click on NEXT.

You can then configure grouping, sorting, and summaries. See the following section to use the aggregate and summary to create a chart.

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart aggregating the [Account ID] column's values.

1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by in the "On change of" menu.
2. In the Show Summary menu, select the summary you created.
3. Select filters and a template, as needed, to finish the wizard.

Select a template for the report to preview the finished report and view the chart populated with your data.

The Final Report

You can now see that the report contains all the fields initially specified.

Working with Remote Data

To ensure that you see updates to the data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you need to select a column to group by in the report creation wizard.

1. Click File -> Report Options and select the "Perform Grouping On Server" option.
2. Click Report -> Section Expert and select the Details section of your report. Select the "Hide (Drill-Down OK)" option.

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed.

At this point, you have created a SAP Crystal report built on top of live Salesforce Data Cloud data using SAP Crystal Reports and a CData JDBC Driver. Learn more about the CData JDBC Driver for Salesforce Data Cloud and download a free trial from the Salesforce Data Cloud JDBC Driver page. Let our Support Team know if you have any questions.