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Create REST-Connected Visualizations in Klipfolio

Use the CData Cloud Hub to connect to REST from Klipfolio and build custom visualizations using live REST data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to REST data for visualizations, reports, and more. This article shows how to create a virtual database for REST in Cloud Hub and build visualizations from REST data in Klipfolio.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for REST, allowing you to build reports from live REST data in Klipfolio — without replicating the data to a natively supported database. As you create visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc.) directly to REST, leveraging server-side processing to return the requested REST data quickly.

Create a Virtual MySQL Database for REST Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Cloud Hub and click Databases.
  2. Select "REST" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to REST.

    See the Getting Started chapter in the data provider documentation to authenticate to your data source: The data provider models REST APIs as bidirectional database tables and XML/JSON files as read-only views (local files, files stored on popular cloud services, and FTP servers). The major authentication schemes are supported, including HTTP Basic, Digest, NTLM, OAuth, and FTP. See the Getting Started chapter in the data provider documentation for authentication guides.

    After setting the URI and providing any authentication values, set Format to "XML" or "JSON" and set DataModel to more closely match the data representation to the structure of your data.

    The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

    • Document (default): Model a top-level, document view of your REST data. The data provider returns nested elements as aggregates of data.
    • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
    • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

    See the Modeling REST Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

  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 connect to REST data from Klipfolio.

Connect to REST in Klipfolio

The steps below outline connecting to the CData Cloud Hub from Klipfolio to create a new REST data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., REST1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM people)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the REST 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 Klip

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

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to REST Data from Cloud Applications

Now you have a Klip built from live REST 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 REST data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Cloud Hub.