Create Datasets from Reckon Accounts Hosted in Domo Workbench and Build Visualizations of Reckon Accounts Hosted Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Reckon Accounts Hosted links Domo Workbench to operational Reckon Accounts Hosted data. You can build datasets from Reckon Accounts Hosted data using standard SQL queries in Workbench and then create real-time visualizations of Reckon Accounts Hosted data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Reckon Accounts Hosted data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Reckon Accounts Hosted, the driver pushes supported SQL operations, like filters and aggregations, directly to Reckon Accounts Hosted and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Reckon Accounts Hosted data using native Domo data types.

Connect to Reckon Accounts Hosted as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

• SubscriptionKey: Required. You get this value when you created your developer account.
• CountryVersion: Defaults to 2021.R2.AU.
• CompanyFile: Required. The path to the company file.
• User: Required. The username of the company file.
• Password: Required. The password of the company file.
• InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
• CallbackURL: The redirectURI of your Custom OAuth App.
• OAuthClientId: The client id of your Custom OAuth App.
• OAuthClientSecret: The client secret of your Custom OAuth App.

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

When you configure the DSN, 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.

After creating a DSN, you will need to create a dataset for Reckon Accounts Hosted in Domo Workbench using the Reckon Accounts Hosted DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Reckon Accounts Hosted Data

You can follow the steps below to build a dataset based on a table in Reckon Accounts Hosted in Domo Workbench using the CData ODBC Driver for Reckon Accounts Hosted.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Reckon Accounts Hosted Accounts), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData ReckonAccountsHosted Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Accounts

   NOTE: By connecting to Reckon Accounts Hosted data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Reckon Accounts Hosted-specific APIs or protocols.
9. Click preview. 👁 Querying Reckon Accounts Hosted Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Reckon Accounts Hosted data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Reckon Accounts Hosted data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Reckon Accounts Hosted Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Reckon Accounts Hosted Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Reckon Accounts Hosted, you can build custom datasets based on Reckon Accounts Hosted data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.