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

Configure the Connection to MYOB AccountRight

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 MYOB AccountRight 20XX\lib) or copy the jar file (cdata.jdbc.myob.MYOB.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 MYOB AccountRight, adding required 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 example follows:

   jdbc:myob:OAuthClientId=YourClientId; OAuthClientSecret=YourClientSecret; CompanyFileId=yourCompanyFileId; CallbackURL=http://localhost:33333; User=companyFileUser; Password=companyFilePassword; InitiateOAuth=REFRESH
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.myob.MYOBDriver
7. Leave the username and password properties blank.
8. Click Next.

Add MYOB AccountRight Data to an ElastiCube

Once you are connected to MYOB AccountRight, 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 MYOB AccountRight Data

With MYOB AccountRight tables added to your ElastiCube, you can perform analytics on your MYOB AccountRight 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 MYOB AccountRight, you can access MYOB AccountRight data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with MYOB AccountRight data in Sisense today!