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Visualize Live Reckon Accounts Hosted Data in Power BI (via CData Connect Cloud)
Use the CData Power BI Connector and CData Connect Cloud to integrate live Reckon Accounts Hosted data into custom reports in Power BI.
Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Reckon Accounts Hosted data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Reckon Accounts Hosted, connect to Reckon Accounts Hosted data from Power BI and then create reports on Reckon Accounts Hosted data in Power BI.
Configure Reckon Accounts Hosted Connectivity for Power BI
Connectivity to Reckon Accounts Hosted from Power BI is made possible through CData Connect Cloud. To work with Reckon Accounts Hosted data from Power BI, we start by creating and configuring a Reckon Accounts Hosted connection.
- Log into Connect Cloud, click Connections and click Add Connection
![]( "Adding a Connection")
- Select "Reckon Accounts Hosted" from the Add Connection panel
![]( "Selecting a data source")
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Reckon Accounts Hosted uses OAuth to authenticate. Click "Sign in" to authenticate with Reckon Accounts Hosted.
![]( "Authenticating with OAuth (Salesforce is shown).")
- Navigate to the Permissions tab in the Add Reckon Accounts Hosted Connection page and update the User-based permissions.
![]( "Updating permissions")
With the connection configured, you are ready to connect to Reckon Accounts Hosted data from Power BI.
Query Reckon Accounts Hosted Tables
Follow the steps below to build a query to pull Reckon Accounts Hosted data into the report:
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
- Click "Sign in" and authenticate with your CData Connect Cloud account
![]( "Authenticating with Connect Cloud")
- After signing in, click "Connect"
![]( "Connecting to Connect Cloud")
- Select tables in the Navigator dialog
![]( "The available tables. (Salesforce tables are shown)")
- Click Load to establish the connection to your Reckon Accounts Hosted data from Power BI
Create Reckon Accounts Hosted Data Visualizations
After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.
Click Refresh to synchronize your report with any changes to the data.
Live Access to Reckon Accounts Hosted Data from Data Applications
With CData Connect Cloud you have a direct connection to Reckon Accounts Hosted data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Reckon Accounts Hosted data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Reckon Accounts Hosted) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.
