Create Trello-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Trello data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Trello within Connect Cloud and creating visualizations using Trello data in Klipfolio.

CData Connect Cloud offers a direct cloud-to-cloud interface for Trello, enabling you to construct reports from real-time Trello data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Trello, harnessing server-side processing to swiftly retrieve the requested Trello data data.

Configure Trello Connectivity for Klipfolio

Connectivity to Trello from Klipfolio is made possible through CData Connect Cloud. To work with Trello data from Klipfolio, we start by creating and configuring a Trello connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Trello" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Trello.

   Trello uses token-based authentication to grant third-party applications access to their API. When a user has granted an application access to their data, the application is given a token that can be used to make requests to Trello's API.

   Trello's API can be accessed in 2 different ways. The first is using Trello's own Authorization Route, and the second is using OAuth1.0.

   • Authorization Route: At the moment of registration, Trello assigns an API key and Token to the account. See the Help documentation for information on how to connect via the Authorization route.
   • OAuth Route: Similar to using Authorization, OAuth creates an Application Id and Secret when you create your account. See the Help documentation for information on how to to connect.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Trello 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.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. 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 Trello data Klipfolio.

Connect to Trello from Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Trello data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MSSQL as the Service
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the MSSQL connection properties:
   • Host: tds.cdata.com
   • Port: 14333
   • Database: your database (e.g., Trello1)
   • Driver: MS SQL
   • Username: a Connect Cloud user (e.g. user@mydomain.com)
   • Password: the above user's PAT
   • SQL Query: any query to retrieve data (e.g. SELECT * FROM Boards )
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
6. Click "Get data" to preview the Trello data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit"

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create metrics"
2. Select a Data source
3. Select a Metric value and default aggregation
4. Select Segmentation(s)
5. Select a Date & time
6. Select a Data shape
7. Configure the Display settings
8. Click Save
9. Navigate to your Metric and further configure the visualization

SQL Access to Trello Data from Cloud Applications

Now you have a Metric built from live Trello data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Trello data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.