Analyze Wave Financial Data in R via JDBC

Access Wave Financial data with pure R script and standard SQL on any machine where R and Java can be installed. You can use the CData JDBC Driver for Wave Financial and the RJDBC package to work with remote Wave Financial data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Wave Financial and visualize Wave Financial data by calling standard R functions.

Install R

You can match the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running open R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open 3.2.3, which is preconfigured to install packages from the Jan. 1, 2016 snapshot of the CRAN repository. This snapshot ensures reproducibility.

Load the RJDBC Package

To use the driver, download the RJDBC package. After installing the RJDBC package, the following line loads the package:

library(RJDBC)

Connect to Wave Financial as a JDBC Data Source

You will need the following information to connect to Wave Financial as a JDBC data source:

• Driver Class: Set this to cdata.jdbc.wavefinancial.WaveFinancialDriver
• Classpath: Set this to the location of the driver JAR. By default this is the lib subfolder of the installation folder.

The DBI functions, such as dbConnect and dbSendQuery, provide a unified interface for writing data access code in R. Use the following line to initialize a DBI driver that can make JDBC requests to the CData JDBC Driver for Wave Financial:

driver <- JDBC(driverClass = "cdata.jdbc.wavefinancial.WaveFinancialDriver", classPath = "MyInstallationDir\lib\cdata.jdbc.wavefinancial.jar", identifier.quote = "'") 

You can now use DBI functions to connect to Wave Financial and execute SQL queries. Initialize the JDBC connection with the dbConnect function.

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.

Below is a sample dbConnect call, including a typical JDBC connection string:

conn <- dbConnect(driver,"jdbc:wavefinancial:InitiateOAuth=GETANDREFRESH;")

Schema Discovery

The driver models Wave Financial APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

dbListTables(conn)

Execute SQL Queries

You can use the dbGetQuery function to execute any SQL query supported by the Wave Financial API:

invoices <- dbGetQuery(conn,"SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'")

You can view the results in a data viewer window with the following command:

View(invoices)

Plot Wave Financial Data

You can now analyze Wave Financial data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(invoices$DueDate, main="Wave Financial Invoices", names.arg = invoices$Id, horiz=TRUE)