Create Reports from Microsoft Planner Data in Google Data Studio

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Microsoft Planner data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Microsoft Planner data for visualizations, dashboards, and more. This article shows how to create a virtual database for Microsoft Planner and build reports from Microsoft Planner data in Google Data Studio.

CData Connect Cloud provides a pure cloud-to-cloud interface for Microsoft Planner, allowing you to easily build reports from live Microsoft Planner data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Microsoft Planner, leveraging server-side processing to quickly return Microsoft Planner data.

This article requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Google Data Studio. Get more information on the CData Connect Cloud and sign up for a free trial at https://www.cdata.com/connect.


Connect to Microsoft Planner from Connect Cloud

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

  1. Log into Connect Cloud and click Databases.
  2. Select "Microsoft Planner" from Available Data Sources.
  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 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 connect to Microsoft Planner data from Google Data Studio.

Visualize Live Microsoft Planner Data in Google Data Studio

The steps below outline connecting to CData Connect Cloud from Google Data Studio to create a new Microsoft Planner data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.
  2. Authorize the Connector to connect to an external service (your Connect Cloud instance).
  3. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Connect Cloud instance.
    • Username: myinstance/username
    • Password: your Connect Cloud password
  4. Select a Database (e.g. MicrosoftPlanner1) and click Next.
  5. Select a Table (e.g. Tasks) and click Next.
  6. Click Connect.
  7. If needed, modify columns, click Create Report, and add the data source to the report.
  8. Select a visualization style and add it to the report.
  9. Select Dimensions and Measures to customize your visualization.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Connect Cloud instance (server address, port, username, and password).

SQL Access to Microsoft Planner Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Microsoft Planner data from your Google Data Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Microsoft Planner data.

Try CData Connect Cloud and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.