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MYOB AccountRight

Requirements:

  • Data Hub v9.0 or later

  • MYOB AccountRight or MYOB AccountRight Live

Add MYOB AccountRight data source

An MYOB AccountRight data source can be added to a new or existing data model.

To add an MYOB AccountRight data source to an existing Data Model:

  1. Open an existing data model from RESOURCE EXPLORER.

  2. Expand Data Sources.

  3. Click Add Data Source.

Select source

In the Select Source step:

  1. Under the Apps (API) section, select MYOB AccountRight Live.

  2. From the source type pop-up, click Connect on the MYOB AccountRight Live entry, tagged Data Source.

Connect

To set up the connection between Data Hub and MYOB AccountRight:

MYOB AccountRight Live (Online)

  1. Leave the Data Gateway option set to None.

  2. Set the Source Type to Cloud.

  3. Click the Sign-in button. A pop-up window will appear.

  4. In the pop-up window, provide the Sign-in credentials for the MYOB AccountRight Live account and click Sign in.

    Once the Sign-in is completed, sign-in information will appear below Source Type field as: Signed-in as <MYOB_user_name> on <date>

    The clear (x) button clears these credentials.

  5. Click Test Connection to verify that Data Hub can connect to the MYOB AccountRight Live database with the credentials provided.

  6. Click Next to continue to the Configure Source step.

MYOB AccountRight or MYOB AccountRight Server Edition

  1. Complete the following fields:

    1. Data Gateway - Leave this item set to None unless you are using a Data Gateway.

    2. Source Type - Set this option to Local.

    3. API Base URL - Enter the location of MYOB AccountRight API Service. If MYOB AccountRight is installed on the same device as Data Hub, the default URL is: http://localhost:8080/accountright/ For MYOB AccountRight Server Edition users, the URL will use the IP address or domain name of the device where MYOB AccountRight Server Edition is installed, such as: http://[IP_Address_or_domain]:[port]/accountright/ The default port is 8080. Consult your system administrator as the MYOB AccountRight Server may be using a different port.

    4. Company User Name - Enter a valid MYOB AccountRight User ID with access to the target MYOB Company File.

    5. Company Password - Provide a corresponding password for the MYOB AccountRight User ID.

  2. Click Test Connection to verify that Data Hub can connect to the MYOB AccountRight database with the credentials provided.

  3. Click Next to continue to the Configure Source step.

Configure source

To specify which entities (or companies) should be available for analysis in Data Hub:

  1. Specify which entities to include for analysis by selecting or clearing the check box beside the entity names.

  2. Select the Primary Company check box for the primary entity (if there is more than one entity).

  3. Click Next to continue to the Select Data step.

Select data

To add tables from the MYOB AccountRight database to the Data Model:

  1. Select tables to be added as pipelines using the check box column.

  2. To add the pipelines to the data model:

    1. Click Add Pipelines to add tables as individual pipelines.

    2. Click Add Pipeline as Union of Tables option from Add Pipelines drop-down, to add a single pipeline created from a union of the selected tables.

      Note

      If all of the tables in the data source are selected, the pipeline will always perform a union on all tables from the data source, even if the table list changes. For example, if the data source contains only tables of sales for the USA, UK, and Europe, selecting them all will union the three tables into a single pipeline. If a fourth table with sales for Australia is later added, it will automatically be included in the union for the pipeline.

  3. Click Finish to add tables as individual pipelines and finish adding the MYOB AccountRight data source.

  4. If Finish was not used to add pipelines, click Finish to complete the process.

Select data screen

The Select Data screen contains the following elements:

  • Select All/Clear.

    • If no table checkboxes are currently selected, Select All can be used to select all of the tables in the source database.

    • If one or more table checkboxes are selected, Clear (x) can be used to clear all the selected tables.

  • Show selected tables only - Hides all tables where the check box column is currently cleared (not selected).

  • Show tables without rows - Shows all source tables, when selected, including tables that do not contain data.

  • Add Pipelines - Adds all selected tables to the data model as individual pipelines when selected. The drop-down provides two options:

    • Add Pipelines. The same function as the Add Pipelines button.

    • Add Pipeline as Union of Tables. Creates a single pipeline from the union of selected tables from this data source.

      Note

      If all of the tables in the data source are selected, the pipeline will always perform a union on all tables from the data source, even if the table list changes. For example, if the data source contains only tables of sales for the USA, UK, and Europe, selecting them all will union the three tables into a single pipeline. If a fourth table with sales for Australia is later added, it will automatically be included in the union for the pipeline.

       

  • Finish- Adds the selected tables as individual pipelines and finalizes adding the MYOB AccountRight data source. Once the request has been processed, Data Hub opens the Data Model Overview.

  • The filter row - The first row of the Select Data table is the filter row. Use the fields to filter rows based on the column contents. To clear all filters entered, either delete the entered text or use the Clear filter icon at the end of the row.

  • The Select Data step table - A table showing the tables present in the data source.

Select data table columns

The MYOB AccountRight Select Data table contains the following columns:

  • Check box column - Select to create a pipeline for this source table.

  • Table - The database table name.

  • Module - The MYOB AccountRight module where the table is used in MYOB AccountRight.

  • Relationships - Shows source tables that share a relationship with the current table. These relationships join the tables, allowing for easier report building.

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