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Create Dashboards and Visualize Live Odoo Data in Geckoboard
Use CData Connect Cloud to connect to live Odoo data and create dashboards for real-time monitoring and visualization in Geckoboard.
Geckoboard is a business intelligence tool that simplifies the visualization of key performance indicators (KPIs) by creating live dashboards. It allows teams to consolidate data from various sources - such as Salesforce, Snowflake, Google Analytics, and spreadsheets - and display it in a visually engaging and easy-to-understand format. Designed for simplicity and clarity, Geckoboard helps businesses monitor performance, track goals, and make data-driven decisions.
When used with CData Connect Cloud, you gain instant, cloud-to-cloud access to Odoo data from Geckoboard for dashboards, monitoring, visualizations, and more. This article explains how to connect to Odoo and create visualizations using Odoo data in Geckoboard.
About Odoo Data Integration
Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:
- Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
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Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
- Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
- Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
- One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
- Use SQL stored procedures to call server-side RFCs within Odoo.
Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.
Getting Started
CData Connect Cloud offers a seamless SQL Server, cloud-to-cloud interface for Odoo, enabling you to effortlessly create dashboards and visualizations using live Odoo data in Geckoboard. While building visualizations, Geckoboard requires SQL queries to retrieve the necessary data. With built-in optimized data processing, CData Connect Cloud pushes all supported SQL operations (such as filters and JOINs) directly to Odoo, utilizing server-side processing for fast and efficient data retrieval of Odoo data.
Configure Odoo connectivity for Geckoboard
Connectivity to Odoo from Geckoboard is made possible through CData Connect Cloud. To work with Odoo data from Geckoboard, we start by creating and configuring a Odoo connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Odoo" from the Add Connection panel
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Enter the necessary authentication properties to connect to Odoo.
To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.
- Click Create & Test
- Navigate to the Permissions tab in the Add Odoo 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.
- Click on your username at the top right of the Connect Cloud app and click User Profile
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT
- Give your PAT a name and click Create
- 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 Odoo data from Geckoboard.
Connect live Odoo data in Geckoboard
Follow these steps to establish a connection from Geckoboard to the CData Connect Cloud Virtual SQL Server API.
- Log into Geckoboard
- Add a custom dashboard name and click Add widget
- Search for "Databases" in the Connect your data search bar
- Select SQL Server as the Database type
- Fill in the connection details:
- Connection name: enter a name for the connection to CData Connect Cloud
- Host: enter the Virtual SQL Server endpoint: tds.cdata.com
- Port: : enter 14333
- Database name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Odoo1)
- Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, test@cdata.com
- Password: enter the PAT you generated on the Settings page
- Click Connect
After successfully configuring your connection, you can query and visualize your Odoo data.
Visualize live Odoo data in Geckoboard
To visualize live Odoo data in Geckoboard, follow these steps:
- Write an SQL query to select the specific Odoo data needed for visualization in Paste your SQL query compiler screen
- Choose the visualization type (Line Chart, Bar Chart, or Column Chart) that best suits your business requirements
- The selected chart will be displayed on Geckoboard
- Click the menu (three dots in the top-right corner of the graph) and select Edit to modify the SQL query or set a refresh interval for the chart
Depending on your use case, you can also generate the desired SQL query using the AI Generator or Query Builder features of CData Connect Cloud
Live access to Odoo data from cloud applications
At this stage, you have established a direct, cloud-to-cloud connection to live Odoo data in Geckoboard. This enables you to create dashboards to monitor and visualize your data seamlessly.
For more details on accessing live data from over 100 SaaS, Big Data, and NoSQL sources through cloud applications like Geckoboard, visit our Connect Cloud page.
