Analyze Cvent Data in Looker

Looker is a business intelligence and big data analytics platform that helps you explore, analyze and share real-time business analytics. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Cvent data for business applications. This article shows how to connect to Cvent in Connect AI and then connect to Cvent data in Looker.

CData Connect AI provides a pure cloud-to-cloud interface for Cvent, allowing you to build reports from live Cvent data in Looker — without replicating the data to a natively supported database. As you create applications to work with data, Looker generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Cvent, leveraging server-side processing to quickly return the requested Cvent data.

Configure Cvent Connectivity for Looker

Connectivity to Cvent from Looker is made possible through CData Connect AI. To work with Cvent data from Looker, we start by creating and configuring a Cvent connection.

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

2. Select "Cvent" from the Add Connection panel

3. 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:read	event/attendees:write	event/contacts:read
        event/contacts:write	event/custom-fields:read	event/custom-fields:write
        event/events:read	event/events:write	event/sessions:delete
        event/sessions:read	event/sessions:write	event/speakers:delete
        event/speakers:read	event/speakers:write	budget/budget-items:read
        budget/budget-items:write	exhibitor/exhibitors:read	exhibitor/exhibitors:write
        survey/surveys:read	survey/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.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Cvent 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 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.

With the connection configured and a PAT generated, you are ready to connect to Cvent data from Looker.

Connect to Cvent in Looker

The steps below outline connecting to CData Connect AI from Looker to create a new Cvent data source.

1. Log-in to Looker
2. In the navigation pane, select Admin.
3. Under the Database category, select Connections.
4. On the Connections page, click Add Connection.
5. Enter the connection settings:
   • Name: the name for the connection in models.
   • Dialect: select Microsoft SQL Server 2017+.
   • SSH Server: leave this disabled.
   • Remote Host:Port: enter tds.cdata.com in the first field and 14333 in the second field.
   • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, QuickBooksOnline1).
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
   • Password: enter the PAT you generated on the Settings page
   Leave the rest of the connection settings at their default values unless you need to modify them.
6. At the bottom of the page, click Test These Settings to ensure that you can connect to CData Connect AI.
7. Click Add Connection to create the connection and return to the Connections page.

Your connection is now available for use in Looker. To connect to additional data sources from your CData Connect AI account, repeat the setup steps above, changing the value for Database for each data source.

Creating A Looker Visualization From The SQL Runner and Explore Features

To create a visualization in Looker using the SQL Runner, follow these steps:

1. In the Looker interface, select Develop -> SQL Runner from the left navigation pane.
2. On the SQL Runner interface, select the connection you made in the previous steps.
3. Now, click the gear symbol next to a table and then select Explore Table.
4. Next, on the left menu, select fields from the table and click Run. You can now expand the Visualization accordion, and see a bar chart, by default.

   We have now created a visualization of Cvent data in Looker using CData Connect AI!

Get CData Connect AI

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