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Get the Report →Query, Visualize, and Share live Microsoft Dataverse Data in Redash
Use CData Connect Cloud to connect to live Microsoft Dataverse data in Redash for querying, visualizing, and sharing.
Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect Cloud, Redash gets access to live Microsoft Dataverse data. This article demonstrates how to connect to Microsoft Dataverse using Connect Cloud and work with live Microsoft Dataverse data in Redash.
CData Connect Cloud provides a pure SQL Server interface for Microsoft Dataverse, allowing you to query data from Microsoft Dataverse without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Microsoft Dataverse, leveraging server-side processing to return the requested Microsoft Dataverse data quickly.
Configure Microsoft Dataverse Connectivity for Redash
Connectivity to Microsoft Dataverse from Redash is made possible through CData Connect Cloud. To work with Microsoft Dataverse data in Redash, we start by creating and configuring a Microsoft Dataverse connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Microsoft Dataverse" from the Add Connection panel
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Enter the necessary authentication properties to connect to Microsoft Dataverse.
You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
- Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.
When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.
- Click Create & Test
- Navigate to the Permissions tab in the Add Microsoft Dataverse 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.
Connect to Microsoft Dataverse from Redash using Connect Cloud
To establish a connection from Redash to CData Connect Cloud using the SQL Server API, follow these steps.
- Log into Redash.
- Click the settings widget on the top right.
- Click New Data Source.
- Select Microsoft SQL Server as the Data Source Type.
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On the configuration tab, set the following properties:
- Database Name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Salesforce1).
- Server: enter the virtual SQL Server host name (tds.cdata.com)
- User: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Port: enter 14333
- Click Create.
- Click Test Connection to ensure that the connection is configured properly.
You can now work with live Microsoft Dataverse data in Redash.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Redash, try CData Connect Cloud today!