Analyze Cvent Data in Infragistics Reveal

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API on top of Cvent data and visualize live Cvent 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 Cvent data. In this article, we will guide you through the process of connecting to Cvent via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to Cvent from Infragistics Reveal

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

Connect to Cvent 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. Adding a Connection
  3. Select "Cvent" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Cvent.

    Before you can authenticate to Cvent, you must create a workspace and an OAuth application.

    Creating a Workspace

    To create a workspace:

    1. Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
    2. In the Admin menu, navigate to Integrations >> REST API.
    3. A new tab launches for Developer Management. Click on Manage API Access in the new tab.
    4. Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
      • Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
      • Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:
        event/attendees:readevent/attendees:writeevent/contacts:read
        event/contacts:writeevent/custom-fields:readevent/custom-fields:write
        event/events:readevent/events:writeevent/sessions:delete
        event/sessions:readevent/sessions:writeevent/speakers:delete
        event/speakers:readevent/speakers:writebudget/budget-items:read
        budget/budget-items:writeexhibitor/exhibitors:readexhibitor/exhibitors:write
        survey/surveys:readsurvey/surveys:write

    Creating an OAuth Application

    After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.

    Connecting to Cvent

    After creating an OAuth application, set the following connection properties to connect to Cvent:

    • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
    • OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
    • OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Cvent Connection page and update the User-based permissions. Updating 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 Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Cvent Endpoints for Infragistics Reveal

After connecting to Cvent, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Cvent connection (e.g. Cvent1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  5. 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 Cvent data from Infragistics Reveal.

Create a Dashboard in Reveal

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

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

More Information & Free Trial

At this point, you have created a simple dashboard from live Cvent data. For more information on creating OData feeds from Cvent (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live Cvent data in tools that consume OData APIs.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

Free Trial