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Analyze Smartsheet Data in Infragistics Reveal
Use CData Connect Cloud to create on OData API on top of Smartsheet data and visualize live Smartsheet 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 Smartsheet data. In this article, we will guide you through the process of connecting to Smartsheet via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.
About Smartsheet Data Integration
CData provides the easiest way to access and integrate live data from Smartsheet. Customers use CData connectivity to:
- Read and write attachments, columns, comments and discussions.
- View the data in individuals cells, report on cell history, and more.
- Perform Smartsheet-specific actions like deleting or downloading attachments, creating, copying, deleting, or moving sheets, and moving or copying rows to another sheet.
Users frequently integrate Smartsheet with analytics tools such as Tableau, Crystal Reports, and Excel. Others leverage our tools to replicate Smartsheet data to databases or data warehouses.
Getting Started
Connect to Smartsheet from Infragistics Reveal
To work with live Smartsheet data in Infragistics Reveal, we need to connect to Smartsheet from Connect Cloud, provide user access to the connection, and create a Workspace for the Smartsheet data.
Connect to Smartsheet from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Smartsheet" from the Add Connection panel
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Enter the necessary authentication properties to connect to Smartsheet.
Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, register an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.
However, for testing purposes you can instead use the Personal Access Token you get when you create an application; set this to the OAuthAccessToken connection property.
- Click Create & Test
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Navigate to the Permissions tab in the Add Smartsheet 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.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the 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.
Configure Smartsheet Endpoints for Infragistics Reveal
After connecting to Smartsheet, create a workspace for your desired table(s).
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Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
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Select the Smartsheet connection (e.g. Smartsheet1) and click Next.
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Select the table(s) you wish to work with and click Confirm.
- 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 Smartsheet data from Infragistics Reveal.
Create a Dashboard in Reveal
With Connect Cloud configured, we can visualize Smartsheet data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Sources -> OData Feed
- Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name}
- Select Generic Credentials and
- Set Username to a Connect Cloud username (e.g. [email protected])
- Set Password to the PAT for the user
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Smartsheet data. For more information on creating OData feeds from Smartsheet (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Smartsheet data in tools that consume OData APIs.
