Build JotForm-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your JotForm data directly from your datapine visualizations and dashboards. This article describes connecting to JotForm in CData Connect AI and building a simple JotForm-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for JotForm, allowing you to query data from JotForm without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to JotForm, leveraging server-side processing to return the requested JotForm data quickly.

Configure JotForm Connectivity for datapine

Connectivity to JotForm from datapine is made possible through CData Connect AI. To work with JotForm data from datapine, we start by creating and configuring a JotForm connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "JotForm" from the Add Connection panel

3. Enter the necessary authentication properties to connect to JotForm.

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

   JotForm API Profile Settings

   Find your JotForm API Key in order to authenticate. To obtain an API Key, go to 'My Account' > 'API Section' > 'Create a New API Key'. Once you've created your new API Key, you can set it in the ProfileSettings connection property.

   Custom Enterprise API Domains

   Enterprise customers of JotForm are given custom API domains to connect to, rather than the default 'api.jotform.com' domain. If you are an enterprise JotForm customer, then set Domain to you custom API hostname, such as 'your-domain.com' or 'subdomain.jotform.com', inside the ProfileSettings connection property. Conversely, if you do not have a custom domain and still need to connect to 'api.jotform.com', then leave Domain undefined and set only APIKey.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add JotForm Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on 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 Personal Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to JotForm data from datapine.

Connecting to JotForm from datapine

Once you configure your connection to JotForm in Connect AI, you are ready to connect to JotForm from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. API1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
   
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize JotForm Data in datapine

After connecting to CData Connect AI, you are ready to visualize your JotForm data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to JotForm from datapine, you are now able to visualize and analyze real-time JotForm data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!