Visualize Avalara AvaTax 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 Avalara makes it easy to integrate with Avalara AvaTax data in Sisense. This article shows how to create an ElastiCube that connects to Avalara AvaTax data and use the ElastiCube to visualize Avalara AvaTax data in Sisense.

Configure the Connection to Avalara AvaTax

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 Avalara 20XX\lib) or copy the jar file (cdata.jdbc.avalaraavatax.AvalaraAvatax.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.
4. Set the connection string property to the JDBC URL for Avalara AvaTax, adding required properties.

   The primary method for performing basic authentication is to provide your login credentials, as follows:

   • User: Set this to your username.
   • Password: Set this to your password.

   Optionally, if you are making use of a sandbox environment, set the following:

   • UseSandbox: Set this to true if you are authenticating with a sandbox account.

   Authenticating Using Account Number and License Key

   Alternatively, you can authenticate using your account number and license key. Connect to data using the following:

   • AccountId: Set this to your Account Id. The Account Id is listed in the upper right hand corner of the admin console.
   • LicenseKey: Set this to your Avalara Avatax license key. You can generate a license key by logging into Avalara Avatax as an account administrator and navigating to Settings -> Reset License Key.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.avalaraavatax.jar

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

   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:avalaraavatax:User=MyUser;Password=MyPassword;
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.avalaraavatax.AvalaraAvataxDriver
7. Leave the username and password properties blank.
8. Click Next.

Add Avalara AvaTax Data to an ElastiCube

Once you are connected to Avalara AvaTax, 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.
4. Click Build to build the ElastiCube for analytics.

Visualize Avalara AvaTax Data

With Avalara AvaTax tables added to your ElastiCube, you can perform analytics on your Avalara AvaTax 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
4. Click "+ Select Data" and choose fields to add to your visualization.

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