Viewing Microsoft Planner Data in RAD Studio Data Explorer

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Microsoft Planner FireDAC Components

Rapidly create and deploy powerful Delphi & C++Builder Apps that integrate with Microsoft Planner.



How to view Microsoft Planner data in RAD Studio Data Explorer using the CData FireDAC Components for Microsoft Planner.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Microsoft Planner, you gain access to live Microsoft Planner data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Microsoft Planner data. This article will walk through connecting to Microsoft Planner using the Data Explorer.

Connecting to Microsoft Planner Data Using Data Explorer

You can create a simple application for displaying Microsoft Planner data by utilizing the CData FireDAC Components for Microsoft Planner and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click on CData Microsoft Planner Data Source and click Add New Connection.

  3. Name the connection.
  4. Fill in the necessary connection parameters and click OK.

    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.

  5. Back in the Data Explorer, expand the tables for the connection.
  6. Create a new VCL Forms application and drag a table (for example: Tasks) onto the form.

  7. Select the TasksTable object on the form and set the Active property to true.
  8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  9. Arrange the TStringGrid on the form and run the application to see the Tasks data.