Analyze Reckon Accounts Hosted Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Reckon Accounts Hosted data. In this article, we will guide you through the process of connecting to Reckon Accounts Hosted via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.

Connect to Reckon Accounts Hosted from Infragistics Reveal

To work with live Reckon Accounts Hosted data in Infragistics Reveal, we need to connect to Reckon Accounts Hosted from Connect Cloud, provide user access to the connection, and create a Workspace for the Reckon Accounts Hosted data.

Connect to Reckon Accounts Hosted from Connect Cloud

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

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Reckon Accounts Hosted" from the Add Connection panel

3. Reckon Accounts Hosted uses OAuth to authenticate. Click "Sign in" to authenticate with Reckon Accounts Hosted.
4. Navigate to the Permissions tab in the Add Reckon Accounts Hosted Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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.

Configure Reckon Accounts Hosted Endpoints for Infragistics Reveal

After connecting to Reckon Accounts Hosted, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Reckon Accounts Hosted connection (e.g. ReckonAccountsHosted1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Reckon Accounts Hosted data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize Reckon Accounts Hosted data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Sources -> OData Feed
3. Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name}
4. Select Generic Credentials and
   • Set Username to a Connect Cloud username (e.g. [email protected])
   • Set Password to the PAT for the user
   
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Reckon Accounts Hosted data. For more information on creating OData feeds from Reckon Accounts Hosted (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Reckon Accounts Hosted data in tools that consume OData APIs.