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Get the Report →Create Microsoft Planner-Connected Business Apps in AppSheet
Connect to Microsoft Planner Data via CData Connect Cloud in Google AppSheet and create custom business applications with real-time access to Microsoft Planner data.
Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Microsoft Planner data for business applications. This article outlines the process of connecting to Microsoft Planner using Connect Cloud and constructing a basic app from Microsoft Planner data within AppSheet.
CData Connect Cloud offers a dedicated cloud-to-cloud interface for Microsoft Planner, enabling the creation of reports directly from live Microsoft Planner data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Microsoft Planner. This leverages server-side processing to swiftly deliver the requested Microsoft Planner data.
Configure Microsoft Planner Connectivity for AppSheet
Connectivity to Microsoft Planner from AppSheet is made possible through CData Connect Cloud. To work with Microsoft Planner data from AppSheet, we start by creating and configuring a Microsoft Planner connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Microsoft Planner" from the Add Connection panel
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Enter the necessary authentication properties to connect to Microsoft Planner.
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.
- 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 Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.
- Extracts the access token from the callback URL and authenticates requests.
- Obtains a new access token when the old one expires.
- Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
- Click Create & Test
- Navigate to the Permissions tab in the Add Microsoft Planner Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- 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, you are ready to connect to Microsoft Planner data from AppSheet.
Connect to Microsoft Planner from AppSheet
The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Microsoft Planner data source.
- Log into AppSheet
- Click "My account" in the menu
- Click the Sources tab and add a new data source
- Select Cloud Database and set the connection information
- Type: Sql Server
- Server: tds.cdata.com,14333
- Database: the Microsoft Planner connection, for example, MicrosoftPlanner1
- Username: a Connect Cloud user, for example, [email protected]
- Password: the PAT for the above Connect Cloud user
- SSL: Require SSL
- Click "Test Connection"
- Click "Authorize Access"
Create an App
Once you create the data source for Microsoft Planner, you can start building apps on Microsoft Planner data. Start by clicking "My apps" in the menu.
- Click to create a new app and select "Start with your own data"
- Name the app and select an appropriate category, based on your data
- Select the newly created data source
- Select the table or view with the data you want
At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!