Create Dynamic Insightly Grids Using the Infragistics XamDataGrid

Using Infragistics WPF UI controls, you can build contemporary applications reminiscent of Microsoft Office for both desktop and touch-based devices. When coupled with the CData API Driver for ADO.NET, you gain the capability to construct interactive grids, charts, and various other visual elements while directly accessing real-time data from Insightly data. This article will guide you through the process of creating a dynamic grid within Visual Studio using the Infragistics XamDataGrid control.

You will need to install the Infragistics WPF UI components to continue. Download a free trial here: https://www.infragistics.com/products/wpf.

Create a WPF Project

Open VisualStudio and create a new WPF project.

Add a TextBox for passing a SQL query to the CData ADO.NET Provider and a Button for executing the query.

The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Height="44"/>
  < /Grid>
< /Window>

Add and Configure a XamDataGrid

After adding the initial controls, add a XamDataGrid to the App. The component will appear in the Visual Studio toolbox.

Arrange the component on the designer so that it is below the TextBox & Button and linked to the boundaries of the app.

Once the XamDataGrid is placed, edit the XAML to set the XamDataGrid DataSource attribute to "{Binding}" and set the FieldSettings AllowRecordFiltering and AllowSummaries attributes to "true." Next, add an empty method as the Click event handler for the Button component. The XAML at this stage is as follows:

< Window
        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        xmlns:d="http://schemas.microsoft.com/expression/blend/2008"
        xmlns:mc="http://schemas.openxmlformats.org/markup-compatibility/2006"
        xmlns:local="clr-namespace:CDataXamDataGridGroupingListApp"
        xmlns:igWPF="http://schemas.infragistics.com/xaml/wpf" x:Class="CDataXamDataGridGroupingListApp.MainWindow"
        mc:Ignorable="d"
        Title="MainWindow" Height="450" Width="800">
  < Grid>
    < TextBox x:Name="textBox" HorizontalAlignment="Left" Height="44" TextWrapping="Wrap" Text="TextBox" VerticalAlignment="Top" Width="682" Margin="10,10,0,0"/>
    < Button x:Name="button" Content="Execute" HorizontalAlignment="Left" Margin="697,10,0,0" VerticalAlignment="Top" Width="85" Click="Button_Click" Height="44"/>

    < igWPF:XamDataGrid Margin="10,59,10,10" DataSource="{Binding}">
      < igWPF:XamDataGrid.FieldSettings>
        < igWPF:FieldSettings AllowSummaries="True" AllowRecordFiltering="True"/>
      < /igWPF:XamDataGrid.FieldSettings>
    < /igWPF:XamDataGrid>

  < /Grid>
< /Window>

Connect to and Query Insightly

The last step in building our WPG App with a dynamic DataGrid is connecting to and querying live Insightly data. First add a reference to the CData ADO.NET Provider to the project (typically found in C:\Program Files\CData[product_name]\lib).

Next, add the Provider to the namespace, along with the standard Data library:

using System.Data.CData.API;
using System.Data;

Finally, add the code to connect to Insightly and query using the text from the TextBox to the Click event handler.

Start by setting the Profile connection property to the location of the Insightly Profile on disk (e.g. C:\profiles\Insightly.apip). Next, set the ProfileSettings connection property to the connection string for Insightly (see below).

Insightly API Profile Settings

Navigate to your Insightly profile and select User Settings > API to find your API key. The Pod value (e.g.,

na1

) is derived from the subdomain of your API URL.

private void Button_Click(object sender, RoutedEventArgs e)
{
  //connecting to Insightly
  string connString = "Profile=C:\profiles\Insightly.apip;ProfileSettings='APIKey=your_api_key;Pod=na1';";
  using (var conn = new APIConnection(connString))
  {
    //using the query from the TextBox
    var dataAdapter = new APIDataAdapter(textBox.Text, conn);
    var table = new DataTable();
    dataAdapter.Fill(table);
    
    //passing the DataRowCollection to the DataContext
    //  for use in the XamDataGrid
    this.DataContext = table.Rows;
  }
}

Run the Application

With the app fully configured, we are ready to display Insightly data in our XamDataGrid. When you click "Execute," the app connects to Insightly and submits the SQL query through the CData ADO.NET Provider.

Live Insightly data is displayed in the grid.

Group the data by dragging and dropping a column name into the header.

As you add groupings and filters, the underlying SQL query is submitted directly to Insightly, making it possible to drill down into live Insightly data to find only the specific information you need.

Free Trial & More Information

At this point, you have created a dynamic WPF App with access to live Insightly data. For more information, visit the CData ADO.NET Provider page. Download a free, 30-day trial and start working live Insightly data in apps built using the Infragistics UI controls today.