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Build Interactive Dashboards from Microsoft CDS Data in Amazon QuickSight

Create a virtual MySQL database for Microsoft CDS data in CData Cloud Hub and import Microsoft CDS data into Amazon QuickSight SPICE to build interactive dashboards.

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with the CData Cloud Hub, you get cloud-to-cloud access to Microsoft CDS data for visualizations, dashboards, and more. This article shows how to create a virtual database for Microsoft CDS in Cloud Hub and build dashboards in Amazon QuickSight with access to Microsoft CDS data.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Microsoft CDS, allowing you to easily build visualizations from Microsoft CDS data in Amazon QuickSight. By importing your Microsoft CDS data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Create a Virtual MySQL Database for Microsoft CDS Data

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

  1. Login to Cloud Hub and click Databases.
  2. Select "Microsoft CDS" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Microsoft CDS.

    You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

    • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
    • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
    • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

    When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to build visualizations in Amazon QuickSight.

Import Microsoft CDS Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Microsoft CDS database in Cloud Hub, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and click "Manage data."
  2. Click "New data set," select MySQL as the data source, configure the connection to your Cloud Hub instance, and click "Create data source."
  3. Select a table to visualize (or submit a custom SQL query for your data).
  4. Click "Edit/Preview data" to customize the data set.
  5. Select "Import to SPICE for quicker analytics" and click "Visualize."
  6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

  1. Navigate to the QuickSight home page.
  2. Click "Manage data."
  3. Select the data set you wish to refresh.
  4. Click "Schedule refresh."
  5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Microsoft CDS Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Microsoft CDS data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Cloud Hub page.