Feed Pipeline CRM Data into FineReport

The CData JDBC Driver for Pipeline CRM fully implements the JDBC standard and can provide Pipeline CRM data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Pipeline CRM data as JDBC data source in FineReport and view Pipeline CRM data as a table in the Report Designer.

Set Up a JDBC Data Source of Pipeline CRM Data

Follow the instruction below to set Pipeline CRM data as a FineReport database connection.

1. Copy the cdata.jdbc.api.jar file from the lib folder in the CData JDBC Driver for Pipeline CRM installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.api.lic file as well.
2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.
👁 FineReport Server Tab (Salesforce is shown.)

Next we will set up the data connection definition in the window.

1. Database: Others
2. JDBC Driver: cdata.jdbc.api.APIDriver
3. URL: A standard JDBC connection string using semicolon-separated connection properties.

   Start by setting the Profile connection property to the location of the Pipeline CRM Profile on disk (e.g. C:\profiles\Pipeline.apip). Next, set the ProfileSettings connection property to the connection string for Pipeline CRM (see below).

   Pipeline CRM API Profile Settings

   Retrieve your API Key via Account Settings > Pipeline API > Enable API Access > New API Key, and generate an APP Key at https://app.pipelinecrm.com/admin/modern/api by creating a new Integration.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.api.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.

   A typical JDBC URL is below:

    jdbc:api:Profile=C:\profiles\Pipeline.apip;ProfileSettings='APIKey=your_api_key;APPKey=your_app_key';
    

👁 FineReport data connection definition window (Salesforce is shown.)

4. Click Connection pool attributes and set Test before getting connections to No.
👁 FineReport connection pool (Salesforce is shown.)

Click Test connection to ensure you have configured the connection properly. With the connection to Pipeline CRM set up, you can use it as FineReport data source.

Select Pipeline CRM Data in the Report Designer.

1. Click to add a new template data set and select DB query to open the database query window.
👁 Adding a new DB query.

2. Choose the JDBC connection that you created from the dropdown list.
3. The Pipeline CRM entities will appear as tables on the left pane.
4. Write a SELECT statement for the Pipeline CRM data tables and columns that you want to load.
👁 FineReport database query (Salesforce is shown.)

5. Click preview and data is shown as table.
👁 FineReport database query preview (Salesforce is shown.)

With these simple steps, Pipeline CRM can be used as a JDBC data source in FineReport.