How to Visualize OData Services in Python with pandas via CData Connect AI

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Connect AI Python SDK with pandas and Matplotlib to analyze and visualize live OData services in Python.

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Connect AI Python SDK, the pandas and Matplotlib modules, you can build OData-connected Python applications and scripts for visualizing OData services. This article shows how to connect to Connect AI and use the pandas and Matplotlib built-in functions to query OData services and visualize the results.

The Connect AI Python SDK (cdata-connect-ai) is a DB-API 2.0 (PEP 249) compliant client, so pandas can read query results directly from the SDK connection object. There is no driver to install per source and no SQLAlchemy engine to configure: connect with a Personal Access Token and pass the connection straight to pandas.read_sql.

About OData Data Integration

CData simplifies access and integration of live OData services data. Our customers leverage CData connectivity to:

  • Access OData versions 2.0, 3.0, and 4.0, working with legacy services and the latest features and capabilities.
  • Leverage advanced query options, including $filter, $select, and $expand, enhancing data retrieval from 3rd party tools.
  • Use Server-side execution of aggregation and grouping to minimize data transfer and boost performance.
  • Authenticate securely using a variety of schemes, including Azure AD, digest, negotiate, NTLM, OAuth, and more means secure authentication with every connection.
  • Use SQL stored procedures to manage OData service entities - listing, creating, and removing associations between entities.

Customers use CData's solutions to regularly integrate their OData services with preferred tools, such as Power BI, MicroStrategy, or Tableau, and to replicate data from OData services to their databases or data warehouses.


Getting Started


Connect to OData in Connect AI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "OData" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to OData.

    The User and Password properties, under the Authentication section, must be set to valid OData user credentials. In addition, specify a URL to a valid OData server organization root or OData services file.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab and update the user-based permissions. Updating permissions

Generate a Personal Access Token (PAT)

The Python SDK authenticates to Connect AI with your account email and a Personal Access Token (PAT). It is best practice to create a separate PAT for each application to maintain granularity of access.

  1. Click 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. Creating a new PAT
  4. The PAT is only visible at creation, so copy it and store it securely.

Install Required Modules

Install the SDK (with the pandas extra) and Matplotlib using the pip utility:

pip install "cdata-connect-ai[full]"
pip install matplotlib

Visualize OData Services in Python

Import the modules, then connect to Connect AI with your account email and PAT. Identifiers are three-part: <Connection>.<Schema>.<Table>, where the connection name defaults to the source name (for example, OData1).

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

Query OData with pandas

Use the read_sql function from pandas to execute a SQL statement and store the result set in a DataFrame. Pass the SDK connection directly, no engine required.

df = pandas.read_sql(
    "SELECT OrderName, Freight "
    "FROM [OData1].[OData].[Orders] "
    "WHERE ShipCity = 'New York'",
    conn,
)

Note: pandas may print a UserWarning stating that it only officially supports SQLAlchemy connectables. This is expected when passing a DB-API connection directly—the query runs correctly and the warning is safe to ignore.

Visualize OData Services

With the query results stored in a DataFrame, use the plot function to build a chart. The show method displays the chart in a new window.

df.plot(kind="bar", x="OrderName", y="Freight")
plt.show()

conn.close()
The Matplotlib chart of the query results (Salesforce is shown)

More Information and Free Trial

Now you can read live OData services into pandas through the CData Connect AI Python SDK. For more information on connecting to OData (and hundreds of other data sources), visit the Connect AI page. Sign up for a free trial and start working with live OData services in Python.



Full Source Code

import pandas
import matplotlib.pyplot as plt
import cdata_connect_ai

conn = cdata_connect_ai.connect(
    username="[email protected]",
    password="<your_pat>",
)

df = pandas.read_sql(
    "SELECT OrderName, Freight "
    "FROM [OData1].[OData].[Orders] "
    "WHERE ShipCity = 'New York'",
    conn,
)

df.plot(kind="bar", x="OrderName", y="Freight")
plt.show()

conn.close()

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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