Use Dash to Build to Web Apps on Instantly Data

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create Python applications that use pandas and Dash to build Instantly-connected web apps.

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python, the pandas module, and the Dash framework, you can build Instantly-connected web applications for Instantly data. This article shows how to connect to Instantly with the CData Connector and use pandas and Dash to build a simple web app for visualizing Instantly data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Instantly data in Python. When you issue complex SQL queries from Instantly, the driver pushes supported SQL operations, like filters and aggregations, directly to Instantly and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Instantly Data

Connecting to Instantly data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

Using API Key Authentication

Instantly uses API keys to authenticate requests. You can find or create your API key in the Instantly workspace settings under API & Webhooks.

After setting the following connection properties, you are ready to connect:

  • AuthScheme: Set this to APIKey.
  • APIKey: Set this to your Instantly API key (Bearer token for API v2).

Example connection string

Profile=C:\profiles\Instantly.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";

After installing the CData Instantly Connector, follow the procedure below to install the other required modules and start accessing Instantly through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize Instantly Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Instantly Connector to create a connection for working with Instantly data.

cnxn = mod.connect("Profile=C:\profiles\Instantly.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";")

Execute SQL to Instantly

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT ,  FROM AccountCampaignMappings WHERE  = ''", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-apiedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our Instantly data and configure the app layout.

trace = go.Bar(x=df., y=df., name='')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Instantly AccountCampaignMappings Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the Instantly data.

python api-dash.py

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps with connectivity to Instantly data. Reach out to our Support Team if you have any questions.



Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

cnxn = mod.connect("Profile=C:\profiles\Instantly.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your_api_key";")

df = pd.read_sql("SELECT ,  FROM AccountCampaignMappings WHERE  = ''", cnxn)
app_name = 'dash-apidataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df., y=df., name='')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Instantly AccountCampaignMappings Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)

Ready to get started?

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