Visualize Live Reckon Data in Power BI (via CData Connect AI)

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Reckon data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Reckon, connect to Reckon data from Power BI and then create reports on Reckon data in Power BI.

Configure Reckon Connectivity for Power BI

Connectivity to Reckon from Power BI is made possible through CData Connect AI. To work with Reckon data from Power BI, we start by creating and configuring a Reckon connection.

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

2. Select "Reckon" from the Add Connection panel
👁 Selecting a data source

3. Navigate to the Permissions tab in the Add Reckon Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Reckon data from Power BI.

Query Reckon Tables

Follow the steps below to build a query to pull Reckon data into the report:

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
   
3. After signing in, click "Connect" 👁 Connecting to Connect AI
   
4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
   
5. Click Load to establish the connection to your Reckon data from Power BI

Create Reckon Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Reckon Data from Data Applications

With CData Connect AI you have a direct connection to Reckon data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Reckon data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including Reckon) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.