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⇱ Connect to XML Data in Jaspersoft Studio


Connect to XML Data in Jaspersoft Studio

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Execute SQL to remote XML data in Jaspersoft Studio.

This article shows how to connect to XML from Jaspersoft Studio as a standard JDBC data source with the CData JDBC Driver for XML. You will use the standard Jaspersoft wizards to build SQL queries to XML. The queries are executed directly to the XML APIs, enabling real-time connectivity to XML data.

Connect to XML Data as a JDBC Data Source

To create a JDBC data source in Jaspersoft Studio, create a data adapter:

  1. In the Repository Explorer view, right-click the Data Adapters node and click Create Data Adapter.
  2. Select Database JDBC Connection.
  3. Enter a user-friendly name for the driver.
  4. On the Driver Classpath tab, click Add. In the resulting dialog, navigate to the lib subfolder of the installation directory. Select the driver JAR.
  5. On the Database Location tab, enter the class name of the JDBC driver: cdata.jdbc.xml.XMLDriver.
  6. Enter the JDBC URL.

    Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) XML Files

    CData Drivers let you work with XML files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

    Setting connection properties for local files

    Set the URI property to local folder path.

    Setting connection properties for files stored in Amazon S3

    To connect to XML file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended XML files exist. In addition, at least set these properties:

    • AWSAccessKey: AWS Access Key (username)
    • AWSSecretKey: AWS Secret Key

    Setting connection properties for files stored in Box

    To connect to XML file(s) within Box, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Box.

    Dropbox

    To connect to XML file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

    SharePoint Online (SOAP)

    To connect to XML file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. Set User, Password, and StorageBaseURL.

    SharePoint Online REST

    To connect to XML file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

    Google Drive

    To connect to XML file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

    The property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

    • Document (default): Model a top-level, document view of your XML data. The data provider returns nested elements as aggregates of data.
    • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
    • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

    See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

    Built-in Connection String Designer

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

    java -jar cdata.jdbc.xml.jar
    

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

    πŸ‘ 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.

    Below is a typical JDBC URL for XML:

    jdbc:xml:URI=C:/people.xml;DataModel=Relational;
    
    πŸ‘ A data adapter configured to use the JDBC Driver. (Salesforce is shown.)

Create Reports with XML Data

Follow the steps below to build an SQL query to XML, the basis of a simple report:

  1. Click File -> New Jasper Report. Select a template, select the parent project, and specify the report file.
  2. In the Data Adapter menu, select the data adapter you created in the previous section.
  3. In the Diagram tab, drag tables into the box and click the columns you want. Or, enter a custom query on the Texts tab. For example:
    SELECT [people].[personal.age] AS age, [people].[personal.gender] AS gender, [people].[personal.name.first] AS first_name, [people].[personal.name.last] AS last_name, [vehicles].[model], FROM [people] JOIN [vehicles] ON [people].[_id] = [vehicles].[people_id]
    
    πŸ‘ The SQL query to be used to pull data into the report. (Salesforce is shown.)
  4. Select the fields you want to include in the dataset. This example uses all fields.
  5. Skip the Group By step and finish the wizard.

In the Preview tab, you can see the report as it would look with the current XML data.

πŸ‘ A JasperReport template populated with live data. (Salesforce is shown.)

Create a Chart

The following sections show how to create a chart tied to its own SQL query. When retrieving the data from the remote data source, more restrictive queries, written for specific report objects, can result in faster performance.

Create a DataSet

Follow the steps below to create a new dataset to populate the chart:

  1. In the report editing area, click the Design tab.
  2. In the Outline view, right-click the root node for the report and click Create Dataset.
  3. Enter a name for the dataset and click the option to create a new dataset from a connection or data source.
  4. In the Data Adapter menu, select the data adapter you created in the first section.
  5. Enter a query such as the following:
    SELECT [people].[personal.age] AS age, [people].[personal.gender] AS gender, [people].[personal.name.first] AS first_name, [people].[personal.name.last] AS last_name, [vehicles].[model], FROM [people] JOIN [vehicles] ON [people].[_id] = [vehicles].[people_id]
    
    πŸ‘ The SQL query to be used to fill the chart. (Salesforce is shown.)
  6. Select the fields you want in the dataset. This example uses [ personal.name.first ] and [ personal.name.last ].
  7. Skip the step to group by fields and finish the wizard.

Configure the Chart

After adding the dataset, follow the steps below to map column values to the chart axes in the chart wizard:

  1. Click the Summary node in the Outline view. In the Properties view, set the height to 400 pixels. The summary band is printed at the end of the report.
  2. Drag a chart from the Palette onto the summary. The chart wizard is displayed.
  3. Select the chart type. This example uses a bar chart.
  4. In the Dataset menu, select the dataset you created for the chart.
  5. In the Dataset tab, select the option to use the same JDBC connection used to fill the master report.
  6. Specify the chart's series: Click the button next to the Series menu and click Add. In the Expression Editor that is displayed, double-click the [ personal.name.first ] column to set the expression to $F{[ personal.name.first ]}. πŸ‘ The column selected as the Series for the chart.
  7. Specify the y-axis values: In the chart wizard, click the button next to the Value box. In the Expression Editor, double-click [ personal.name.last ] to set the expression to $F{[ personal.name.last ]}.

  8. Specify the labels for the series elements: In the chart wizard, click the button next to the Label box. In the Expression Editor, double-click the [ personal.name.first ] column to set the expression to $F{[ personal.name.first ]}. If needed, convert the column type to string, as in the following expression:
    $F{[ personal.name.first ]}.toString()
    
    πŸ‘ Columns selected for the axes of the chart.
  9. Expand the chart to fill the summary section: right-click the chart and click Size to Container -> Fit Both.

Running the Report

You can now generate reports on XML data just as you would any other JDBC data source. Jaspersoft Studio periodically refreshes the data across report runs.

πŸ‘ The finished report's last page, displaying the chart. (Salesforce is shown.)

Ready to get started?

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