Analyze Wave Financial Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Wave Financial data. The CData API Server generates an OData API for Wave Financial, which is natively consumable in Reveal. In this article, we walk through connecting to Wave Financial in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Wave Financial from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
   
2. Select "Wave Financial" 👁 Selecting a Connector (Salesforce is shown).
   
3. Enter the necessary authentication properties to connect to Wave Financial.

   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.

   👁 Configuring a connection (Salesforce is shown).
   

Add Wave Financial Resource Definitions in API Server

After connecting to Wave Financial, create Resources, which represent API endpoints for Wave Financial data.

1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
   
2. Select the Wave Financial connection 👁 Selecting a connection (Salesforce is shown)
   
3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
   
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

Add an API Server User

Create a User to connect to Wave Financial from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the Wave Financial Connection and Resource(s) 👁 Creating a new user
   

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With the API Server configured, we can visualize Wave Financial data in Reveal.

1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
   
2. Click Data Source -> OData Feed 👁 Adding a new OData data source
   
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
   
4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
   
5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
   
6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)
   

More Information & Free Trial

At this point, you have created a simple dashboard from live Wave Financial data. For more information on creating OData feeds from Wave Financial (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Wave Financial data in tools that consume OData APIs.