Visualize Xero Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Xero makes it easy to integrate with Xero data in Sisense. This article shows how to create an ElastiCube that connects to Xero data and use the ElastiCube to visualize Xero data in Sisense.

Getting Started

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Configure the Connection to Xero

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Xero 20XX\lib) or copy the jar file (cdata.jdbc.xero.Xero.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings. 👁 Connecting via JDBC
   
4. Set the connection string property to the JDBC URL for Xero, adding required properties.

   To connect, set the Schema connection property in addition to any authentication values. Xero offers authentication for private applications, public applications, and partner applications. Set the XeroAppAuthentication property to PUBLIC, PRIVATE, or PARTNER, depending on the type of application configured. To connect from a private application, you will additionally need to set the OAuthAccessToken, OAuthClientId, OAuthClientSecret, CertificateStoreType, CertificateStore, and CertificateStorePassword.

   To connect from a public or partner application, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL, or you can register an app to obtain your own OAuth values.

   See the "Getting Started" chapter of the help documentation for a guide to authenticating to Xero.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.xero.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 example follows:

   jdbc:xero:InitiateOAuth=GETANDREFRESH;
   

5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.xero.XeroDriver
7. Leave the username and password properties blank.
8. Click Next. 👁 A configured connection in Sisense (HubSpot is shown).
   

Add Xero Data to an ElastiCube

Once you are connected to Xero, you can add tables and views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done. 👁 Selected tables to add to the ElastiCube
   
4. Click Build to build the ElastiCube for analytics.

Visualize Xero Data

With Xero tables added to your ElastiCube, you can perform analytics on your Xero data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create 👁 Selecting the newly created ElastiCube
   
4. Click "+ Select Data" and choose fields to add to your visualization. 👁 Visualizing data in Sisense (HubSpot is shown).
   

With the CData JDBC Driver for Xero, you can access Xero data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Xero data in Sisense today!