Build Visualizations of Adobe Target Data in Birst

Birst is a cloud business intelligence (BI) tool and analytics platform that helps organizations quickly understand and optimize complex processes. When paired with the CData JDBC Driver for Adobe Target, you can connect to live Adobe Target data through the Birst Cloud Agent and build real-time visualizations. In this article, we walk you through, step-by-step, how to connect to Adobe Target using the Cloud Agent and create dynamic reports in Birst.

With powerful data processing capabilities, the CData JDBC driver offers unmatched performance for live Adobe Target data operations in Birst. When you issue complex SQL queries from Birst to Adobe Target, the driver pushes supported SQL operations, like filters and aggregations, directly to Adobe Target and utilizes the embedded SQL Engine to process unsupported operations client-side (often SQL functions and JOIN operations). With built-in dynamic metadata querying, the JDBC driver enables you to visualize and analyze Adobe Target data using native Birst data types.

Configure a JDBC Connection to Adobe Target Data in Birst

Before creating the Birst project, you will need to install the Birst Cloud Agent (in order to work with the installed JDBC Driver). Also, copy the JAR file for the JDBC Driver (and the LIC file, if it exists) to the /drivers/ directory in the installation location for the Cloud Agent.

With the driver and Cloud Agent installed, you are ready to begin.

1. Create a new project in Birst. 👁 Create a new Project in Birst
   
2. Name the connection (e.g. CDataAdobeTarget).
3. Choose Live Access.
4. Select an agent.
5. Set Database Type to Other.
👁 Configure the Connection (part 1)

6. Set SQL Type to MSSQL
7. Set the Connection string.

   To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

   To determine your Tenant name:

   1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
   2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
   3. Set the Tenant connection property to that value.

   User Accounts (OAuth)

   You must set AuthScheme to OAuthClient for all user account flows.

   Note: Adobe authentication via OAuth requires updating your token every two weeks.

   All Applications

   CData provides an embedded OAuth application that simplifies OAuth authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App in the Help documentation for more information.

   Obtaining the OAuth Access Token

   Set the following properties to connect:

   • InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
   • OAuthClientId : Set to the client Id assigned when you registered your app.
   • OAuthClientSecret : Set to the client secret assigned when you registered your app.
   • CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

   With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.adobetarget.jar
   

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

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   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 connection string for Adobe Target:

   jdbc:adobetarget:Tenant=mycompanyname;InitiateOAuth=GETANDREFRESH;
   
   

8. Set the Driver Name: cdata.jdbc.adobetarget.AdobeTargetDriver and click Save.

NOTE: Since authentication to Adobe Target is managed from the connection string, you can leave Security Credentials blank.

Configure Adobe Target Data Objects

Now that the connection is configured, we are ready to configure the schema for the dataset, choosing the tables, views, and columns we wish to visualize.

1. Select the Schema (e.g. AdobeTarget).
2. Click on Tables and/or Views to connect to those entities and click Apply.
3. Select the Tables and Columns you want to access and click Done.

With the objects configured, you can perform any data preparation and discover any relationships in your data using the Pronto Prepare and Relate tools.

Build a Visualization

After you prepare your data and define relationships between the connected objects, you are ready to build your visualization.

1. Select the Visualizer tool from the menu.
👁 Select the Visualizer

2. Select Measures & Categories from your objects
3. Select and configure the appropriate visualization for the Measure(s) you selected.

Using the CData JDBC Driver for Adobe Target with the Cloud Agent and Birst, you can easily create robust visualizations and reports on Adobe Target data. Download a free, 30-day trial and start building Birst visualizations today.