Build Microsoft Planner-Connected Dashboards in Redash

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Microsoft Planner data and build visualizations and dashbaords from Microsoft Planner data in Redash.

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. 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 visualizations from Microsoft Planner data in Redash.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Microsoft Planner, allowing you to easily build visualizations from Microsoft Planner data in Redash. As you build visualizations, Redash 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 Microsoft Planner data.

Create a Virtual MySQL Database for Microsoft Planner Data

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 build visualizations in Tableau Online.

Visualize Microsoft Planner Data in Tableau Online

The steps below outline creating a new data source in Redash based on the virtual Microsoft Planner database in Connect Cloud and building a simple visualization from the data.

Create a New Data Source

  1. Log into Redash, click on your profile and click "Data Sources"
  2. Click the " New Data Source" button
  3. Select "MySQL (Amazon RDS)" as the Data Source Type (CData Connect uses SSL, which the standard MySQL connection in Redash does not support)
  4. On the configuration tab, set the following properties:
    • Name: Name the data source (e.g. Microsoft Planner (CData Connect))
    • Host: The full URL to your CData Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the CData Connect MySQL endpoint (e.g. 3306)
    • User: A CData Connect user
    • Password: The password for the above user
    • Database name: The name of the virtual database for Microsoft Planner (e.g. MicrosoftPlanner1)
    • Click the checkbox to Use SSQL
  5. Click Create
  6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Microsoft Planner data.

Create a Microsoft Planner Data Visualization

  1. Click Create -> New Query
  2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
  3. Write a SQL statement to retrieve the data, for example:
    SELECT TaskId, startDateTime FROM Tasks WHERE TaskId = 'BCrvyMoiLEafem-3RxIESmUAHbLK'
  4. Click the "Execute" button to load Microsoft Planner data into Redash via CData Connect
  5. Use the Visualization Editor to create and analyze graphs from Microsoft Planner data
  6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Microsoft Planner Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Microsoft Planner data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Cloud page.