Feed Wave Financial Data into FineReport

The CData JDBC Driver for Wave Financial fully implements the JDBC standard and can provide Wave Financial data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Wave Financial data as JDBC data source in FineReport and view Wave Financial data as a table in the Report Designer.

Set Up a JDBC Data Source of Wave Financial Data

Follow the instruction below to set Wave Financial data as a FineReport database connection.

1. Copy the cdata.jdbc.wavefinancial.jar file from the lib folder in the CData JDBC Driver for Wave Financial installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.wavefinancial.lic file as well.
2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.
👁 FineReport Server Tab (Salesforce is shown.)

Next we will set up the data connection definition in the window.

1. Database: Others
2. JDBC Driver: cdata.jdbc.wavefinancial.WaveFinancialDriver
3. URL: A standard JDBC connection string using semicolon-separated connection properties.

   Connect using the API Token

   You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

   1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
   2. Select the application that you would like to create a token for. You may need to create an application first.
   3. Click the "Create token" button to generate an APIToken.

   Connect using OAuth

   If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Wave Financial JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.wavefinancial.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   When you configure the JDBC URL, 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.

   A typical JDBC URL is below:

    jdbc:wavefinancial:InitiateOAuth=GETANDREFRESH;
    

👁 FineReport data connection definition window (Salesforce is shown.)

4. Click Connection pool attributes and set Test before getting connections to No.
👁 FineReport connection pool (Salesforce is shown.)

Click Test connection to ensure you have configured the connection properly. With the connection to Wave Financial set up, you can use it as FineReport data source.

Select Wave Financial Data in the Report Designer.

1. Click to add a new template data set and select DB query to open the database query window.
👁 Adding a new DB query.

2. Choose the JDBC connection that you created from the dropdown list.
3. The Wave Financial entities will appear as tables on the left pane.
4. Write a SELECT statement for the Wave Financial data tables and columns that you want to load.
👁 FineReport database query (Salesforce is shown.)

5. Click preview and data is shown as table.
👁 FineReport database query preview (Salesforce is shown.)

With these simple steps, Wave Financial can be used as a JDBC data source in FineReport.