Create EnterpriseDB-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Server, you get instant access to EnterpriseDB data for visualizations, reports, and more. This article shows how to create a virtual database for EnterpriseDB in Connect Server and build visualizations from EnterpriseDB data in Klipfolio.

CData Connect Server provides a pure SQL Server interface for EnterpriseDB, allowing you to easily build reports from live EnterpriseDB data in Klipfolio — without replicating the data to a natively supported database. As you build visualizations, Klipfolio 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 EnterpriseDB, leveraging server-side processing to quickly return the requested EnterpriseDB data.

Create a Virtual SQL Server Database for EnterpriseDB 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 "EnterpriseDB" from Available Data Sources.
3. Enter the necessary authentication properties to connect to EnterpriseDB.

   The following connection properties are required in order to connect to data.

   • Server: The host name or IP of the server hosting the EnterpriseDB database.
   • Port: The port of the server hosting the EnterpriseDB database.

   You can also optionally set the following:

   • Database: The default database to connect to when connecting to the EnterpriseDB Server. If this is not set, the user's default database will be used.

   Connect Using Standard Authentication

   To authenticate using standard authentication, set the following:

   • User: The user which will be used to authenticate with the EnterpriseDB server.
   • Password: The password which will be used to authenticate with the EnterpriseDB server.

   Connect Using SSL Authentication

   You can leverage SSL authentication to connect to EnterpriseDB data via a secure session. Configure the following connection properties to connect to data:

   • SSLClientCert: Set this to the name of the certificate store for the client certificate. Used in the case of 2-way SSL, where truststore and keystore are kept on both the client and server machines.
   • SSLClientCertPassword: If a client certificate store is password-protected, set this value to the store's password.
   • SSLClientCertSubject: The subject of the TLS/SSL client certificate. Used to locate the certificate in the store.
   • SSLClientCertType: The certificate type of the client store.
   • SSLServerCert: The certificate to be accepted from the server.
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 EnterpriseDB data from Klipfolio.

Connect to EnterpriseDB in Klipfolio

The steps below outline connecting to CData Connect Server from Klipfolio to create a new EnterpriseDB data source.

1. Open Klipfolio
2. Click in Data Feeds on the left panel to add a new data source.
3. Search for and select MS SQL as the Service.
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the SQL Server connection properties:
   • Host: your instance (e.g., CONNECT_SERVER_URL)
   • Port: 1433
   • Database: your database (e.g., EnterpriseDB1)
   • Driver: MS SQL
   • Username: your Connect Server username
   • Password: your Connect Server password
   • SQL Query: any query to retrieve data (e.g., SELECT * FROM Orders)
   • Select the checkbox to "Include column headers"
6. Click "Get data" to preview the EnterpriseDB data before building a data model.

Build a Data Model

After retrieving the data, click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save data feed"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Add Metric"
2. Select a measure, placed on the y-axis, to track.
3. Select up to five dimensions/columns, for the x-axis, that you wish to visualize.
4. Click "Save metric"

SQL Access to EnterpriseDB Data from Applications

Now you have a Klip built from live EnterpriseDB data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating EnterpriseDB data.

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