Visualize SharePoint Excel Services Data in TIBCO Spotfire through OData

OData is a major protocol enabling real-time communication among cloud-based, mobile, and other online applications. The CData Connect Server provides SharePoint Excel Services data to OData consumers like TIBCO Spotfire. This article shows how to use the Connect Server and Spotfire's built-in support for OData to access SharePoint Excel Services data in real time.

Configuring Connect Server

To work with live SharePoint Excel Services data in TIBCO Spotfire, we need to connect to SharePoint Excel Services from Connect Server, provide user access to the new virtual database, and create OData endpoints for the SharePoint Excel Services data.

Add a Connect Server User

Create a User to connect to SharePoint Excel Services from TIBCO Spotfire through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to SharePoint Excel Services from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "SharePoint Excel Services" from Available Data Sources
3. Enter the necessary authentication properties to connect to SharePoint Excel Services.

   The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add SharePoint Excel Services OData Endpoints in Connect Server

After connecting to SharePoint Excel Services, create OData Endpoints for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the SharePoint Excel Services database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create Data Visualizations on External SharePoint Excel Services Data

1. Open Spotfire and click Data -> Add data...
2. Then, click "Connect to" -> OData -> New Connection. In the OData Connection dialog, enter the following information:
   • Service URL: Enter the Connect Server's OData endpoint. For example: http://localhost:8080/odata.rsc
   • Authentication Method: Select Username and Password.
   • Username: Enter the username of a Connect Server user. You can create API users on the Security tab of the administration console.
   • Password: Enter the authtoken of a Connect Server user.
3. Select the tables and columns you want to add to the dashboard. This example uses Account.

4. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

   If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

5. After you have selected a table, Spotfire uses the data to detect number, time, and other categories. You are now on your way to creating new visualizations for analytics, reporting, and more.

Free Trial & More Information

If you are interested in connecting to your SharePoint Excel Services data (or data from any of our other supported data sources) from TIBCO Spotfire, sign up for a free trial of CData Connect Server today! For more information on Connect Server and to see what other data sources we support, refer to our CData Connect page.