Build Reckon Accounts Hosted-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your Reckon Accounts Hosted data directly from your datapine visualizations and dashboards. This article describes connecting to Reckon Accounts Hosted in CData Connect AI and building a simple Reckon Accounts Hosted-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for Reckon Accounts Hosted, allowing you to query data from Reckon Accounts Hosted without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Reckon Accounts Hosted, leveraging server-side processing to return the requested Reckon Accounts Hosted data quickly.

Configure Reckon Accounts Hosted Connectivity for datapine

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

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

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

3. Reckon Accounts Hosted uses OAuth to authenticate. Click "Sign in" to authenticate with Reckon Accounts Hosted. 👁 Authenticating with OAuth (Salesforce is shown).
   
4. Navigate to the Permissions tab in the Add Reckon Accounts Hosted 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.

With the connection configured and a PAT generated, you are ready to connect to Reckon Accounts Hosted data from datapine.

Connecting to Reckon Accounts Hosted from datapine

Once you configure your connection to Reckon Accounts Hosted in Connect AI, you are ready to connect to Reckon Accounts Hosted from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. ReckonAccountsHosted1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
   👁 Configuring the connection to CData Connect AI
   
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed" 👁 Selecting tables and fields to visualize (Salesforce is shown)
   
6. In the References step, define any relationships between your selected tables and click "Save and Proceed" 👁 Defining foreign key relationships
   
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Reckon Accounts Hosted Data in datapine

After connecting to CData Connect AI, you are ready to visualize your Reckon Accounts Hosted data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Reckon Accounts Hosted from datapine, you are now able to visualize and analyze real-time Reckon Accounts Hosted data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!