Feed Talkdesk Data into FineReport

The CData JDBC Driver for Talkdesk fully implements the JDBC standard and can provide Talkdesk data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Talkdesk data as JDBC data source in FineReport and view Talkdesk data as a table in the Report Designer.

Set Up a JDBC Data Source of Talkdesk Data

Follow the instruction below to set Talkdesk data as a FineReport database connection.

1. Copy the cdata.jdbc.talkdesk.jar file from the lib folder in the CData JDBC Driver for Talkdesk installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.talkdesk.lic file as well.
2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

1. Database: Others
2. JDBC Driver: cdata.jdbc.talkdesk.TalkdeskDriver
3. URL: A standard JDBC connection string using semicolon-separated connection properties.

   Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

   Set the following connection properties:

   • AccountName: The name of your Talkdesk account.
   • Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
   • OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

   Creating a Custom OAuth Application

   1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
   2. Click Create OAuth Client and give the client a descriptive name.
   3. Set Grant Type to Client Credentials.
   4. Click Add scopes and select the scopes for the data you want to access.
   5. Click Create and copy the Client Id and Client Secret.

   When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

   Built-in Connection String Designer

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

   
   java -jar cdata.jdbc.talkdesk.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 JDBC URL is below:

   
       jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;
     


4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to Talkdesk set up, you can use it as FineReport data source.

Select Talkdesk Data in the Report Designer.

1. Click to add a new template data set and select DB query to open the database query window.

2. Choose the JDBC connection that you created from the dropdown list.
3. The Talkdesk entities will appear as tables on the left pane.
4. Write a SELECT statement for the Talkdesk data tables and columns that you want to load.

5. Click preview and data is shown as table.

With these simple steps, Talkdesk can be used as a JDBC data source in FineReport.