Analyze Exact Online Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Exact Online data. The CData API Server generates an OData API for Exact Online, which is natively consumable in Reveal. In this article, we walk through connecting to Exact Online in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Exact Online from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
   
2. Select "Exact Online" 👁 Selecting a Connector (Salesforce is shown).
   
3. Enter the necessary authentication properties to connect to Exact Online.

   Exact Online uses the OAuth authentication standard. The InitiateOAuth connection property facilitates the OAuth flow -- by default, this is set to GETANDREFRESH. You can also use the embedded OAuth credentials or you can register an OAuth app with Exact to obtain your own. In addition to the OAuth values, provide the Region. If Division is not set, the default Division is determined.

   See the "Getting Started" chapter of the help documentation for more information.

   👁 Configuring a connection (Salesforce is shown).
   

Add Exact Online Resource Definitions in API Server

After connecting to Exact Online, create Resources, which represent API endpoints for Exact Online data.

1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
   
2. Select the Exact Online connection 👁 Selecting a connection (Salesforce is shown)
   
3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
   
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

Add an API Server User

Create a User to connect to Exact Online from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the Exact Online Connection and Resource(s) 👁 Creating a new user
   

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With the API Server configured, we can visualize Exact Online data in Reveal.

1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
   
2. Click Data Source -> OData Feed 👁 Adding a new OData data source
   
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
   
4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
   
5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
   
6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)
   

More Information & Free Trial

At this point, you have created a simple dashboard from live Exact Online data. For more information on creating OData feeds from Exact Online (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Exact Online data in tools that consume OData APIs.