How to connect Amazon QuickSight to Sage 200 Data

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect AI, you get cloud-to-cloud access to Sage 200 data for visualizations, dashboards, and more. This article shows how to connect to Sage 200 in Connect AI and build dashboards in Amazon QuickSight with access to Sage 200 data.

CData Connect AI provides a pure cloud-to-cloud interface for Sage 200, allowing you to allowing build visualizations from Sage 200 data in Amazon QuickSight. By importing your Sage 200 data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Configure Sage 200 Connectivity for Amazon QuickSight

Connectivity to Sage 200 from Amazon QuickSight is made possible through CData Connect AI. To work with Sage 200 data from Amazon QuickSight, we start by creating and configuring a Sage 200 connection.

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

2. Select "Sage 200" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Sage 200.
   • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
   • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Sage 200 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 Sage 200 data from Amazon QuickSight.

Import Sage 200 Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the connection to Sage 200 in Connect AI, importing the dataset into SPICE, and building a simple visualization from the data.

1. Log into Amazon QuickSight and click "Manage data."
2. Click "Now data set," select SQL Server as the data source, configure the connection to your Connect AI instance, and click "Create data source." 👁 Connecting to Connect AI as a QuickSight data set.
   
3. Select a table to visualize (or subait a custom SQL query for your data). 👁 Selecting a Table to visualize.
   
4. Click "Edit/Preview data" to customize the data set.
5. Select "Import to SPICE for quicker analytics" and click "Visualize." 👁 Importing data to SPICE for quicker analytics.
   
6. Select fields to visualize and a visual type. 👁 Visualizing data in QuickSight via Connect AI (Salesforce is shown).
   

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

1. Navigate to the QuickSight home page.
2. Click "Manage data."
3. Select the data set you wish to refresh.
4. Click "Schedule refresh."
5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create. 👁 Scheduling a refreshing of the data imported into SPICE.
   

Live Access to Sage 200 Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Sage 200 data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Connect AI page.