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

Configure the Connection to Xero WorkflowMax

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 Xero WorkflowMax 20XX\lib) or copy the jar file (cdata.jdbc.xeroworkflowmax.XeroWorkflowMax.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 Xero WorkflowMax, adding required properties.

   To connect to the WorkflowMax API, obtain an APIKey and AccountKey from Xero. This can only be done by contacting Xero support (https://www.workflowmax.com/contact-us).

   After obtaining an API Key and Account Key, set the values in the APIKey and AccountKey connection properties. Once these are set, you are ready to connect.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.xeroworkflowmax.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:xeroworkflowmax:APIKey=myApiKey;AccountKey=myAccountKey;
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.xeroworkflowmax.XeroWorkflowMaxDriver
7. Leave the username and password properties blank.
8. Click Next.

Add Xero WorkflowMax Data to an ElastiCube

Once you are connected to Xero WorkflowMax, 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 Xero WorkflowMax Data

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