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The CData ODBC Driver for Cvent is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current Cvent data into Excel and start generating location-based insights on Cvent data in Power Map.
Create an ODBC Data Source for Cvent
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Before you can authenticate to Cvent, you must create a workspace and an OAuth application.
Creating a Workspace
To create a workspace:
- Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
- In the Admin menu, navigate to Integrations >> REST API.
- A new tab launches for Developer Management. Click on Manage API Access in the new tab.
- 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.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
Import Cvent Data into Excel
You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import Cvent data, see the "Using the ODBC Driver" section in the help documentation.
Geocode Cvent Data
After importing the Cvent data into an Excel spreadsheet or into PowerPivot, you can drag and drop Cvent entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.
In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.
Select Measures and Categories
You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.