Integrate Talkdesk Data in the Pentaho Report Designer

The CData JDBC driver for Talkdesk data enables access to live data from dashboards and reports. This article shows how to connect to Talkdesk data as a JDBC data source and publish reports based on Talkdesk data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Talkdesk connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:talkdesk: and is followed by a semicolon-separated list of 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.

     Below is a typical JDBC URL:

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

   • Custom Driver Class Name: Enter cdata.jdbc.talkdesk.TalkdeskDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.
   

Add Talkdesk Data to a Report

You are now ready to create a report with Talkdesk data.

1. Add the Talkdesk source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT Id, Name FROM Users WHERE Active = 'true'

   
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Users table.
4. Finally, run the report to see the chart.