Build Wave Financial-Connected Dashboards in Redash

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Wave Financial data for visualizations, dashboards, and more. This article shows how to create a virtual database for Wave Financial and build visualizations from Wave Financial data in Redash.

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

Create a Virtual SQL Server Database for Wave Financial 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 "Wave Financial" from Available Data Sources.
3. Wave Financial uses OAuth to authenticate. Click Connect to authenticate with Wave Financial.
4. 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 Wave Financial data from Redash.

Visualize Wave Financial Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Wave Financial database in Connect Server and building a simple visualization from the data.

Create a New Data Source

1. Log into Redash, click on your profile and click "Data Sources"
2. Click the " New Data Source" button
3. Select "Microsoft SQL Server" as the Data Source Type
4. On the configuration tab, set the following properties:
   • Name: Name the data source (e.g. Wave Financial (CData Connect))
   • Host: The full URL to your CData Connect instance (e.g. https://connect_server_url)
   • Port: The port of the CData Connect SQL Server endpoint (e.g. 1433)
   • User: A CData Connect user
   • Password: The password for the above user
   • Database name: The name of the virtual database for Wave Financial (e.g. WaveFinancial1)
   • Click the checkbox to Use SSQL
5. Click Create
6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Wave Financial data.

Create a Wave Financial Data Visualization

1. Click Create -> New Query
2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
3. Write a SQL statement to retrieve the data, for example:
   SELECT Id, DueDate FROM Invoices WHERE Status = 'SENT'
4. Click the "Execute" button to load Wave Financial data into Redash via CData Connect
5. Use the Visualization Editor to create and analyze graphs from Wave Financial data
6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Wave Financial Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Wave Financial data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Server page.