How to Visualize Elasticsearch Data in Python with pandas via CData Connect AI

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Connect AI Python SDK with pandas and Matplotlib to analyze and visualize live Elasticsearch data in Python.

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Connect AI Python SDK, the pandas and Matplotlib modules, you can build Elasticsearch-connected Python applications and scripts for visualizing Elasticsearch data. This article shows how to connect to Connect AI and use the pandas and Matplotlib built-in functions to query Elasticsearch data and visualize the results.

The Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client, so pandas can read query results directly from the SDK connection object. There is no driver to install per source and no SQLAlchemy engine to configure: connect with a Personal Access Token and pass the connection straight to pandas.read_sql.

About Elasticsearch Data Integration

Accessing and integrating live data from Elasticsearch has never been easier with CData. Customers rely on CData connectivity to:

  • Access both the SQL endpoints and REST endpoints, optimizing connectivity and offering more options when it comes to reading and writing Elasticsearch data.
  • Connect to virtually every Elasticsearch instance starting with v2.2 and Open Source Elasticsearch subscriptions.
  • Always receive a relevance score for the query results without explicitly requiring the SCORE() function, simplifying access from 3rd party tools and easily seeing how the query results rank in text relevance.
  • Search through multiple indices, relying on Elasticsearch to manage and process the query and results instead of the client machine.

Users frequently integrate Elasticsearch data with analytics tools such as Crystal Reports, Power BI, and Excel, and leverage our tools to enable a single, federated access layer to all of their data sources, including Elasticsearch.

For more information on CData's Elasticsearch solutions, check out our Knowledge Base article: CData Elasticsearch Driver Features & Differentiators.


Getting Started


Connect to Elasticsearch in 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 "Elasticsearch" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Elasticsearch.

    Set the Server and Port connection properties to connect. To authenticate, set the User and Password properties, PKI (public key infrastructure) properties, or both. To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

    The data provider uses X-Pack Security for TLS/SSL and authentication. To connect over TLS/SSL, prefix the Server value with 'https://'. Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

    Once the data provider is connected, X-Pack will then perform user authentication and grant role permissions based on the realms you have configured.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab and update the user-based permissions. Updating permissions

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

  1. Click 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 PAT is only visible at creation, so copy it and store it securely.

Install Required Modules

Install the SDK (with the pandas extra) and Matplotlib using the pip utility:

pip install "cdata-connect-ai[full]"
pip install matplotlib

Visualize Elasticsearch Data in Python

Import the modules, then connect to Connect AI with your account email and PAT. Identifiers are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, Elasticsearch1).

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

Query Elasticsearch with pandas

Use the read_sql function from pandas to execute a SQL statement and store the result set in a DataFrame. Pass the SDK connection directly, no engine required.

df = pandas.read_sql(
    "SELECT OrderName, Freight "
    "FROM [Elasticsearch1].[Elasticsearch].[Orders] "
    "WHERE ShipCity = 'New York'",
    conn,
)

Note: pandas may print a UserWarning stating that it only officially supports SQLAlchemy connectables. This is expected when passing a DB-API connection directly—the query runs correctly and the warning is safe to ignore.

Visualize Elasticsearch Data

With the query results stored in a DataFrame, use the plot function to build a chart. The show method displays the chart in a new window.

df.plot(kind="bar", x="OrderName", y="Freight")
plt.show()

conn.close()
The Matplotlib chart of the query results (Salesforce is shown)

More Information and Free Trial

Now you can read live Elasticsearch data into pandas through the CData Connect AI Python SDK. For more information on connecting to Elasticsearch (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Elasticsearch data in Python.



Full Source Code

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

df = pandas.read_sql(
    "SELECT OrderName, Freight "
    "FROM [Elasticsearch1].[Elasticsearch].[Orders] "
    "WHERE ShipCity = 'New York'",
    conn,
)

df.plot(kind="bar", x="OrderName", y="Freight")
plt.show()

conn.close()

Ready to get started?

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

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