Analyze Calendly Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Calendly data. In this article, we will guide you through the process of connecting to Calendly via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to Calendly from Infragistics Reveal

To work with live Calendly data in Infragistics Reveal, we need to connect to Calendly from Connect AI, provide user access to the connection, and create a Virtual Schema for the Calendly data.

Connect to Calendly from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Calendly" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Calendly.

   Start by setting the Profile connection property to the location of the Calendly Profile on disk (e.g. C:\profiles\CalendlyProfile.apip). Next, set the ProfileSettings connection property to the connection string for Calendly (see below).

   Calendly API Profile Settings

   To authenticate to Calendly, provide an API Key. The Calendly API Key, can be found in your Calendly account, under 'Integrations' > 'API & Webhooks' > 'Generate New Token'. Set the APIKey in the ProfileSettings connection property.

4. Click Save & Test
5. Navigate to the Permissions tab in the Add Calendly Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI 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 AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Personal Access Tokens section and click Create PAT.
3. Give the 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.

Configure Calendly Endpoints for Infragistics Reveal

After connecting to Calendly, create a virtual schema for your desired table(s).

1. Navigate to the Virtual Schemas page and click Add to create a new Virtual Schema (or select an existing virtual schemas).
2. Click Add to add new assets to the Virtual Schema.
3. Select the Calendly connection (e.g. API1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your virtual schema, e.g. https://cloud.cdata.com/api/odata/{virtual_schema_name}

With the connection, PAT, and Virtual Schema configured, you are ready to connect to Calendly data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize Calendly data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Sources -> OData Feed
3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{virtual_schema_name}
4. Select Generic Credentials and
   • Set Username to a Connect AI username (e.g. [email protected])
   • Set Password to the PAT for the user
   
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Calendly data. For more information on creating OData feeds from Calendly (and hundreds of other sources), visit the Connect AI page. Sign up for a free trial and start working live Calendly data in tools that consume OData APIs.