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Build Interactive Dashboards from DocuSign Data in Amazon QuickSight

Create a virtual MySQL database for DocuSign data in CData Cloud Hub and import DocuSign data into Amazon QuickSight SPICE to build interactive dashboards.

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with the CData Cloud Hub, you get cloud-to-cloud access to DocuSign data for visualizations, dashboards, and more. This article shows how to create a virtual database for DocuSign in Cloud Hub and build dashboards in Amazon QuickSight with access to DocuSign data.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for DocuSign, allowing you to easily build visualizations from DocuSign data in Amazon QuickSight. By importing your DocuSign data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Create a Virtual MySQL Database for DocuSign Data

You can use any MySQL client to connect to the CData Cloud Hub and create virtual databases.

  1. Connect to the CData Cloud Hub:
    mysql --host myinstance.cdatacloud.net --user admin --password
    
  2. Once authenticated, create the virtual database for DocuSign:
    mysql> CREATE DATABASE docusign_db
        -> DRIVER = "DocuSign",
        -> DBURL = "OAuthClientId=MyClientId; OAuthClientSecret=MyClientSecret; 
    CallbackURL=http://localhost:33333;
    InitiateOAuth=GETANDREFRESH";
    

With the virtual database created, you are ready to build visualizations in Amazon QuickSight.

Import DocuSign Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual DocuSign database in Cloud Hub, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and click "Manage data."
  2. Click "New data set," select MySQL as the data source, configure the connection to your Cloud Hub instance, and click "Create data source."
  3. Select a table to visualize (or submit a custom SQL query for your data).
  4. Click "Edit/Preview data" to customize the data set.
  5. Select "Import to SPICE for quicker analytics" and click "Visualize."
  6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

  1. Navigate to the QuickSight home page.
  2. Click "Manage data."
  3. Select the data set you wish to refresh.
  4. Click "Schedule refresh."
  5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to DocuSign Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to DocuSign data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Cloud Hub page.