Create Neo4J-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Neo4J data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Neo4J within Connect AI and creating visualizations using Neo4J data in Klipfolio.

CData Connect AI offers a direct cloud-to-cloud interface for Neo4J, enabling you to construct reports from real-time Neo4J data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect AI efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Neo4J, harnessing server-side processing to swiftly retrieve the requested Neo4J data data.

Configure Neo4J Connectivity for Klipfolio

Connectivity to Neo4J from Klipfolio is made possible through CData Connect AI. To work with Neo4J data from Klipfolio, we start by creating and configuring a Neo4J connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Neo4J" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Neo4J.

   To connect to Neo4j, set the following connection properties:

   • Server: The server hosting the Neo4j instance.
   • Port: The port on which the Neo4j service is running. The provider connects to port 7474 by default.
   • User: The username of the user using the Neo4j instance.
   • Password: The password of the user using the Neo4j instance.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Neo4J Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Neo4J data from Klipfolio.

Connect to Neo4J from Klipfolio

The steps below outline connecting to CData Connect AI from Klipfolio to create a new Neo4J data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MSSQL as the Service
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the MSSQL connection properties:
   • Host: tds.cdata.com
   • Port: 14333
   • Database: your database (e.g., Neo4j1)
   • Driver: MS SQL
   • Username: a Connect AI user (e.g. [email protected])
   • Password: the above user's PAT
   • SQL Query: any query to retrieve data (e.g. SELECT * FROM ProductCategory )
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
   
6. Click "Get data" to preview the Neo4J data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit"

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create metrics"
2. Select a Data source
3. Select a Metric value and default aggregation
4. Select Segmentation(s)
5. Select a Date & time
6. Select a Data shape
7. Configure the Display settings
8. Click Save
9. Navigate to your Metric and further configure the visualization

SQL Access to Neo4J Data from Cloud Applications

Now you have a Metric built from live Neo4J data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Neo4J data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI.