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Learn More →Create Microsoft Planner-Connected Business Apps in AppSheet
Use CData Connect Server to connect to Microsoft Planner from AppSheet and build custom business apps using live Microsoft Planner data.
AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Server, you get instant access to Microsoft Planner data for business applications. This article shows how to create a virtual database for Microsoft Planner in Connect Server and build a simple app from Microsoft Planner data in AppSheet.
CData Connect Server provides a pure MySQL interface for Microsoft Planner, allowing you to build reports from live Microsoft Planner data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc.) directly to Microsoft Planner, leveraging server-side processing to quickly return the requested Microsoft Planner data.
Create a Virtual MySQL Database for Microsoft Planner Data
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Log into Connect Server and click Connections.
- Select "Microsoft Planner" from Available Data Sources.
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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 Save Changes
- 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 connect to Microsoft Planner data from AppSheet.
Connect to Microsoft Planner in AppSheet
The steps below outline connecting to CData Connect Server 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: MySQL
- Server: the endpoint for your instance, including port, for example, CONNECT_SERVER_URL:3306
- Database: the virtual database, for example, MicrosoftPlanner1
- Username: a Connect Server user with permissions for the database
- Password: the password for the above Connect Server 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 (e.g., database-1)
- 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 SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try the CData Connect Server.