Create DocuSign Dashboards in Bold BI

Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to DocuSign data for visualizations, dashboards, and more. This article shows how to create a virtual database for DocuSign and build reports from DocuSign data in Bold BI.

CData Connect Server provides a pure SQL Server interface for DocuSign, allowing you to easily build reports from live DocuSign data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to DocuSign, leveraging server-side processing to quickly return the requested DocuSign data.

Create a Virtual SQL Server Database for DocuSign Data

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

1. Login to Connect Server and click Connections.
2. Select "DocuSign" from Available Data Sources.
3. Enter the necessary authentication properties to connect to DocuSign.

   To connect to DocuSign, set the following connection properties:

   • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
   • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

   Authenticating to DocuSign

   DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to DocuSign data from Bold BI.

Visualize Live DocuSign Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new DocuSign data source and build a simple visualization from the data.

1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
2. Choose the basic configuration and set the connection properties:
   • Name: Name your connection
   • Server name: Your Connect Server instance (CONNECT_SERVER_URL)
   • Port: 1433
   • Username: Your Connect Server username
   • Password: Your Connect Server password
   • Mode: Choose Live to query DocuSign on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (docusigndb)
3. Click Connect
4. Select the table to visualize and drag it onto the workspace.
5. Select a visualization style and add it to the report.
6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to DocuSign Data from Applications

Now you have a direct connection to live DocuSign data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating DocuSign data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.