Feed MYOB AccountRight Data into FineReport

The CData JDBC Driver for MYOB AccountRight fully implements the JDBC standard and can provide MYOB AccountRight data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set MYOB AccountRight data as JDBC data source in FineReport and view MYOB AccountRight data as a table in the Report Designer.

Set Up a JDBC Data Source of MYOB AccountRight Data

Follow the instruction below to set MYOB AccountRight data as a FineReport database connection.

1. Copy the cdata.jdbc.myob.jar file from the lib folder in the CData JDBC Driver for MYOB AccountRight installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.myob.lic file as well.
2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

1. Database: Others
2. JDBC Driver: cdata.jdbc.myob.MYOBDriver
3. URL: A standard JDBC connection string using semicolon-separated connection properties.

   These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

   • CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
   • User: The username associated with your company file.
   • Password: The password associated with your company file.

   Connecting to a Cloud Instance

   To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

   Connecting to an On-Premise instance:

   When connecting to an on-premise instance, you will need to set the following connection property in addition to those above:

   • InitiateOauth: Set this to OFF.
   • Url: The Url of your MYOB instance.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.myob.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 JDBC URL is below:

   jdbc:myob:OAuthClientId=YourClientId; OAuthClientSecret=YourClientSecret; CompanyFileId=yourCompanyFileId; CallbackURL=http://localhost:33333; User=companyFileUser; Password=companyFilePassword;
4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to MYOB AccountRight set up, you can use it as FineReport data source.

Select MYOB AccountRight Data in the Report Designer.

1. Click to add a new template data set and select DB query to open the database query window.
2. Choose the JDBC connection that you created from the dropdown list.
3. The MYOB AccountRight entities will appear as tables on the left pane.
4. Write a SELECT statement for the MYOB AccountRight data tables and columns that you want to load.
5. Click preview and data is shown as table.

With these simple steps, MYOB AccountRight can be used as a JDBC data source in FineReport.