Build Microsoft Planner Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Microsoft Planner data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. 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 Tableau Online.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Microsoft Planner, allowing you to easily build visualizations from live Microsoft Planner data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online 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. Login to 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 Live Microsoft Planner Data in Tableau Online

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

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the MySQL Connector from the data wizard and fill in the values for your Connect Cloud instance.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to Microsoft Planner Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Microsoft Planner data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Connect Cloud page.