Reckon Accounts Hosted Reporting and Star Schemas in OBIEE

The CData ODBC Driver for Reckon Accounts Hosted is a standard database driver that can integrate real-time access to Reckon Accounts Hosted data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Reckon Accounts Hosted data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Reckon Accounts Hosted Data as a Remote Oracle Database.

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.

Import Reckon Accounts Hosted Metadata

Follow the steps below to use the OBIEE Client Tools to import Reckon Accounts Hosted metadata into an OBIEE repository. You can then integrate Reckon Accounts Hosted data into your business models.

1. Open the Administration Tool and click File -> New Repository.

2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
3. Select the metadata types you want to import under the Relational Sources option and then select Reckon Accounts Hosted tables. 👁 Tables to be imported into the repository. (Salesforce is shown.)
   

You can now create star schemas based on Reckon Accounts Hosted tables: 👁 Fact and dimension tables. (Salesforce is shown.)