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Create Confluence-Connected Visualizations in Klipfolio

Use the CData Cloud Hub to connect to Confluence from Klipfolio and build custom visualizations using live Confluence data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Confluence data for visualizations, reports, and more. This article shows how to create a virtual database for Confluence in Cloud Hub and build visualizations from Confluence data in Klipfolio.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Confluence, allowing you to build reports from live Confluence data in Klipfolio — without replicating the data to a natively supported database. As you create visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to Confluence, leveraging server-side processing to return the requested Confluence data quickly.

Create a Virtual MySQL Database for Confluence Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Cloud Hub and click Databases.
  2. Select "Confluence" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Confluence.

    Obtaining an API Token

    An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

    Connect Using a Confluence Cloud Account

    To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

    • User: The user which will be used to authenticate with the Confluence server.
    • APIToken: The API Token associated with the currently authenticated user.
    • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

    Connect Using a Confluence Server Instance

    To connect to a Server instance, provide the following:

    • User: The user which will be used to authenticate with the Confluence instance.
    • Password: The password which will be used to authenticate with the Confluence server.
    • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Confluence data from Klipfolio.

Connect to Confluence in Klipfolio

The steps below outline connecting to the CData Cloud Hub from Klipfolio to create a new Confluence data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., Confluence1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM Pages)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Confluence 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 Klip

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

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to Confluence Data from Cloud Applications

Now you have a Klip built from live Confluence 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 Confluence data.

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