How to integrate Metabase with PolarTeamPro Data

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live PolarTeamPro data and create an interactive dashboard in Metabase from PolarTeamPro data.

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect AI, users can easily create visualizations and dashboards linked to live PolarTeamPro data. This article describes how to connect to PolarTeamPro and build a simple visualization using PolarTeamPro data.

CData Connect provides a pure cloud-to-cloud interface for PolarTeamPro, allowing you to easily integrate with live PolarTeamPro data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to PolarTeamPro, leveraging server-side processing to quickly return PolarTeamPro data.

Configure PolarTeamPro Connectivity for Metabase

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

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

    Start by setting the Profile connection property to the location of the PolarTeamPro Profile on disk (e.g. C:\profiles\PolarTeamPro.apip). Next, set the ProfileSettings connection property to the connection string for PolarTeamPro (see below).

    PolarTeamPro API Profile Settings

    Create an OAuth app at admin.polaraccesslink.com by clicking Create New Application. The system will issue your Client ID and Client Secret upon registration.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add PolarTeamPro Connection page and update the User-based permissions. Updating 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. Creating a new PAT
  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 PolarTeamPro data from Metabase.

Connect to CData Connect AI from Metabase

After creating the connection in Connect AI, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect AI.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab Adding a new database connection to Metabase.
  2. Configure the connection to Connect AI and click "Save"
    • Database type: Select "SQL Server"
    • Name: Name the connection (e.g. "PolarTeamPro (Connect AI)")
    • Host: tds.cdata.com
    • Port: 14333
    • Database name: The name of the connection you just created (e.g. API1)
    • Username: A Connect AI username (e.g. [email protected])
    • Password: The PAT previously created
    • Click to Use a secure connection (SSL)
    Configuring the connection to Connect AI.

Execute PolarTeamPro Data with Metabase

Once you configure the connection to Connect AI, you can query PolarTeamPro and build visualizations.

  1. Use the "Write SQL" tool to retrieve the PolarTeamPro data Click the
  2. Write a SQL query based on the PolarTeamPro connection in CData Connect AI, e.g.

    SELECT PlayerId, Created FROM PlayerTraningSessions WHERE Sport = 'Running'
    Collected data (Salesforce is shown).
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization Collected data (Salesforce is shown).

More Information & Free Trial

At this point, you have built a simple visualization from PolarTeamPro data in Metabase. You can continue to work with live PolarTeamPro data in Metabase just like you would any SQL Server database. For more information on creating a live connection to PolarTeamPro (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live PolarTeamPro data in Metabase today.

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