Create Oracle Sales-Connected Visualizations in Klipfolio

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Use CData Connect Cloud to connect to Oracle Sales from Klipfolio and build custom visualizations using live Oracle Sales data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Oracle Sales data for visualizations, reports, and more. This article shows how to connect to Oracle Sales in Connect Cloud and build visualizations from Oracle Sales data in Klipfolio.

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

Connect to Oracle Sales in Connect Cloud

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Oracle Sales" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Oracle Sales.

    Oracle Sales uses Basic authentication over SSL; after setting the following connection properties, you are ready to connect:

    • Username: Set this to the user name that you use to log into your Oracle Cloud service.
    • Password: Set this to your password.
    • HostURL: Set this to the Web address (URL) of your Oracle Cloud service.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Oracle Sales Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Oracle Sales data Klipfolio.

Connect to Oracle Sales in Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Oracle Sales data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MSSQL as the Service
  4. Click "Create a custom MSSQL data source"
  5. Configure the data source by setting the MSSQL connection properties:
    • Host: tds.cdata.com
    • Port: 14333
    • Database: your database (e.g., OracleSalesCloud1)
    • Driver: MS SQL
    • Username: a Connect Cloud user (e.g. user@mydomain.com)
    • Password: the above user's PAT
    • SQL Query: any query to retrieve data (e.g. SELECT * FROM Opportunities )
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Oracle Sales data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and 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 and Exit"

Create a Metric

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

  1. Click "Create metrics"
  2. Select a Data source
  3. Select a Metric value and default aggregation
  4. Select Segmentation(s)
  5. Select a Date & time
  6. Select a Data shape
  7. Configure the Display settings
  8. Click Save
  9. Navigate to your Metric and further configure the visualization

SQL Access to Oracle Sales Data from Cloud Applications

Now you have a Metric built from live Oracle Sales 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 Oracle Sales data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.