Analyze Oracle Financials Cloud Data in SAP Analytics Cloud

SAP Analytics Cloud is a cloud-based business intelligence platform. CData Connect AI creates a pure, cloud-to-cloud connection to Oracle Financials Cloud and can be used to generate an OData API (natively supported in Analytics Cloud) for Oracle Financials Cloud. By pairing SAP Analytics Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI as you would any other OData service and get instant, consolidated access to all of your data.

In this article, we walk through connecting to Oracle Financials Cloud from SAP Analytics Cloud (through CData Connect AI) to create a model and build a simple dashboard.

Connect to Oracle Financials Cloud from SAP Analytics Cloud

To work with live Oracle Financials Cloud data in SAP Analytics Cloud, we need to connect to Oracle Financials Cloud from Connect AI, provide user access to the connection, and create a Workspace for the Oracle Financials Cloud data.

Connect to Oracle Financials Cloud from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Oracle Financials Cloud" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Oracle Financials Cloud.

   Using Basic Authentication

   You must set the following to authenticate to Oracle ERP:

   • Url: The Url of the account to connect to. Typically, the URL of your Oracle Cloud service. For example, https://servername.fa.us2.oraclecloud.com.
   • User: The username of your account.
   • Password: The password of your account.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Oracle Financials Cloud Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Oracle Financials Cloud Endpoints for SAP Analytics Cloud

After connecting to Oracle Financials Cloud, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the Oracle Financials Cloud connection (e.g. OracleERP1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Oracle Financials Cloud data from SAP Analytics Cloud.

Create a Model of Oracle Financials Cloud Data in SAP Analytics Cloud

With the connection to Oracle Financials Cloud configured and the OData endpoint(s) created, we can create a Model for Oracle Financials Cloud data in SAP Analytics Cloud.

1. Log into your Analytics Cloud instance and click Create -> Model from the menu.
2. Choose "Get data from a datasource" and select "OData Services"
3. Choose an existing connection to your Connect AI OData or Create a new one:
   • Set Connection Name
   • Set Data Service URL to the Base URL for your OData API: https://cloud.cdata.com/api/odata/{workspace_name}
   • Set Authentication Type to Basic Authentication
   • Set User Name to the Connect AI user (e.g. [email protected])
   • Set Password to the PAT for the above user
   👁 Creating a new OData Services Connection
   
4. Choose "Create a new query" and click Next
5. Name the Execute, select an OData endpoint (like Invoices) and click Next 👁 Choosing a Connect AI OData endpoint to query
   
6. Drag the columns you wish to work with into the Selected Data workspace and click Create 👁 Selecting fields (columns) from the OData endpoint
   
7. At this point, a Draft Data source is created; click the draft to finalize the model
8. Perform any transformations, including creating calculated dimensions, location dimensions, and combining data sources, then click Create Model 👁 Finalizing the model
   
9. Name your model and click OK

Build a Dashboard in SAP Analytics Cloud

With the model created, you are ready to create a dashboard in SAP Analytics Cloud based on Oracle Financials Cloud data.

1. From the menu, click Create -> Story
2. Click on SAP Analytics Template (this article uses the "Dashboard" template)
3. Choose a layout and click Apply
4. From the More menu, select a visualization to insert (Chart) 👁 Inserting a visualization
   
5. Select a model to visualize
6. Select a structure and the required Measures and Dimensions
7. Save the store 👁 Saving the Story
   

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Oracle Financials Cloud data. For more information on creating OData feeds from Oracle Financials Cloud (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Oracle Financials Cloud data in SAP Analytics Cloud.