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Access MYOB AccountRight Data as OData Feeds in Tableau
Use the Tableau Desktop business intelligence tool to connect to MYOB AccountRight data using the API Server.
The CData API Server, when paired with the ADO.NET Provider for MYOB AccountRight (or any of 200+ other ADO.NET Providers), provides MYOB AccountRight data as OData Web services. This article will explain how to use the API Server to provide the underlying connectivity to MYOB AccountRight data in Tableau's business intelligence tool.
Set Up the API Server
Follow the steps below to begin producing secure MYOB AccountRight OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to MYOB AccountRight
After you deploy the API Server and the ADO.NET Provider for MYOB AccountRight, provide authentication values and other connection properties needed to connect to MYOB AccountRight by clicking Settings -> Connections and adding a new connection in the API Server administration console.
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, set the following connection property in addition to those above:
- InitiateOauth: Set this to OFF.
- Url: The Url of your MYOB instance.
When you configure the connection, 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.
You can then choose the MYOB AccountRight entities you want to allow the API Server to access by clicking Settings -> Resources.
Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Tableau.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create Real-Time MYOB AccountRight Data Visualizations
Follow the steps below to create data visualizations based on the remote MYOB AccountRight data:
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In Tableau, select 'Connect to data'. In the 'On a server' section, click OData.
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In the resulting wizard, enter the URL of the OData endpoint for the API Server. Append the name of the table you want to access to the OData entry URL. For example:
https://your-server/api.rsc/Accounts -
Select the
'Use a Username and Password' option and enter the username and password of a user who has access to the API Server.
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Tableau uses the table metadata exposed by the API Server to detect dimension and measure columns.
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To view the MYOB AccountRight data, right-click under the table name in the Data section of the dashboard and select the View Data option. The MYOB AccountRight data will appear in Tableau.
