Analyze MYOB AccountRight 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 MYOB AccountRight data. The CData API Server generates an OData API for MYOB AccountRight, which is natively consumable in Reveal. In this article, we walk through connecting to MYOB AccountRight in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to MYOB AccountRight 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 "MYOB AccountRight" 👁 Selecting a Connector (Salesforce is shown).
   
3. Enter the necessary authentication properties to connect to MYOB AccountRight.

   These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

   • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
   • User: The username associated with your company file.
   • Password: The password associated with your company file.

   Connecting to a Cloud Instance

   To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

   Connecting to an On-Premise instance:

   When connecting to an on-premise instance, set the following connection property in addition to those above:

   • InitiateOauth: Set this to OFF.
   • Url: The Url of your MYOB instance.
   👁 Configuring a connection (Salesforce is shown).
   

Add MYOB AccountRight Resource Definitions in API Server

After connecting to MYOB AccountRight, create Resources, which represent API endpoints for MYOB AccountRight data.

1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
   
2. Select the MYOB AccountRight 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 MYOB AccountRight from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the MYOB AccountRight 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 MYOB AccountRight 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 MYOB AccountRight data. For more information on creating OData feeds from MYOB AccountRight (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live MYOB AccountRight data in tools that consume OData APIs.