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Analyze Microsoft Planner Data in Looker



Use CData Connect Cloud to connect to Microsoft Planner Data from Looker and build custom apps using live Microsoft Planner data.

Looker is a business intelligence and big data analytics platform that helps you explore, analyze and share real-time business analytics. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Microsoft Planner data for business applications. This article shows how to connect to Microsoft Planner in Connect Cloud and then connect to Microsoft Planner data in Looker.

CData Connect Cloud provides a pure cloud-to-cloud interface for Microsoft Planner, allowing you to build reports from live Microsoft Planner data in Looker — without replicating the data to a natively supported database. As you create applications to work with data, Looker generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Microsoft Planner, leveraging server-side processing to quickly return the requested Microsoft Planner data.

Configure Microsoft Planner Connectivity for Looker

Connectivity to Microsoft Planner from Looker is made possible through CData Connect Cloud. To work with Microsoft Planner data from Looker, we start by creating and configuring a Microsoft Planner connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Microsoft Planner" from the Add Connection panel
  3. 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.

    1. Extracts the access token from the callback URL and authenticates requests.
    2. Obtains a new access token when the old one expires.
    3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
  4. Click Create & Test
  5. 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.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your 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, you are ready to connect to Microsoft Planner data from Looker.

Connect to Microsoft Planner in Looker

The steps below outline connecting to CData Connect Cloud from Looker to create a new Microsoft Planner data source.

  1. Log-in to Looker
  2. In the navigation pane, select Admin.
  3. Under the Database category, select Connections.
  4. On the Connections page, click Add Connection.
  5. Enter the connection settings:
    • Name: the name for the connection in models.
    • Dialect: select Microsoft SQL Server 2017+.
    • SSH Server: leave this disabled.
    • Remote Host:Port: enter tds.cdata.com in the first field and 14333 in the second field.
    • Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, QuickBooksOnline1).
    • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected]
    • Password: enter the PAT you generated on the Settings page
    Leave the rest of the connection settings at their default values unless you need to modify them.
  6. At the bottom of the page, click Test These Settings to ensure that you can connect to CData Connect Cloud.
  7. Click Add Connection to create the connection and return to the Connections page.

Your connection is now available for use in Looker. To connect to additional data sources from your CData Connect Cloud account, repeat the setup steps above, changing the value for Database for each data source.

Creating A Looker Visualization From The SQL Runner and Explore Features

To create a visualization in Looker using the SQL Runner, follow these steps:

  1. In the Looker interface, select Develop -> SQL Runner from the left navigation pane.
  2. On the SQL Runner interface, select the connection you made in the previous steps.
  3. Now, click the gear symbol next to a table and then select Explore Table.
  4. Next, on the left menu, select fields from the table and click Run. You can now expand the Visualization accordion, and see a bar chart, by default.

    We have now created a visualization of Microsoft Planner data in Looker using CData Connect Cloud!

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