How to Visualize MongoDB Data in Python with pandas via CData Connect AI

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Connect AI Python SDK with pandas and Matplotlib to analyze and visualize live MongoDB data in Python.

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Connect AI Python SDK, the pandas and Matplotlib modules, you can build MongoDB-connected Python applications and scripts for visualizing MongoDB data. This article shows how to connect to Connect AI and use the pandas and Matplotlib built-in functions to query MongoDB data and visualize the results.

The Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client, so pandas can read query results directly from the SDK connection object. There is no driver to install per source and no SQLAlchemy engine to configure: connect with a Personal Access Token and pass the connection straight to pandas.read_sql.

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


Connect to MongoDB in Connect AI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "MongoDB" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to MongoDB.

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab and update the user-based permissions. Updating permissions

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

  1. Click 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 Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The PAT is only visible at creation, so copy it and store it securely.

Install Required Modules

Install the SDK (with the pandas extra) and Matplotlib using the pip utility:

pip install "cdata-connect-ai[full]"
pip install matplotlib

Visualize MongoDB Data in Python

Import the modules, then connect to Connect AI with your account email and PAT. Identifiers are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, MongoDB1).

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

Query MongoDB with pandas

Use the read_sql function from pandas to execute a SQL statement and store the result set in a DataFrame. Pass the SDK connection directly, no engine required.

df = pandas.read_sql(
    "SELECT borough, cuisine "
    "FROM [MongoDB1].[MongoDB].[restaurants] "
    "WHERE Name = 'Morris Park Bake Shop'",
    conn,
)

Note: pandas may print a UserWarning stating that it only officially supports SQLAlchemy connectables. This is expected when passing a DB-API connection directly—the query runs correctly and the warning is safe to ignore.

Visualize MongoDB Data

With the query results stored in a DataFrame, use the plot function to build a chart. The show method displays the chart in a new window.

df.plot(kind="bar", x="borough", y="cuisine")
plt.show()

conn.close()
The Matplotlib chart of the query results (Salesforce is shown)

More Information and Free Trial

Now you can read live MongoDB data into pandas through the CData Connect AI Python SDK. For more information on connecting to MongoDB (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live MongoDB data in Python.



Full Source Code

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

df = pandas.read_sql(
    "SELECT borough, cuisine "
    "FROM [MongoDB1].[MongoDB].[restaurants] "
    "WHERE Name = 'Morris Park Bake Shop'",
    conn,
)

df.plot(kind="bar", x="borough", y="cuisine")
plt.show()

conn.close()

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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