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Query, Visualize, and Share live Smartsheet Data in Redash
Use CData Connect Cloud to connect to live Smartsheet data in Redash for querying, visualizing, and sharing.
Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect Cloud, Redash gets access to live Smartsheet data. This article demonstrates how to connect to Smartsheet using Connect Cloud and work with live Smartsheet data in Redash.
CData Connect Cloud provides a pure SQL Server interface for Smartsheet, allowing you to query data from Smartsheet without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Smartsheet, leveraging server-side processing to return the requested Smartsheet data quickly.
About Smartsheet Data Integration
CData provides the easiest way to access and integrate live data from Smartsheet. Customers use CData connectivity to:
- Read and write attachments, columns, comments and discussions.
- View the data in individuals cells, report on cell history, and more.
- Perform Smartsheet-specific actions like deleting or downloading attachments, creating, copying, deleting, or moving sheets, and moving or copying rows to another sheet.
Users frequently integrate Smartsheet with analytics tools such as Tableau, Crystal Reports, and Excel. Others leverage our tools to replicate Smartsheet data to databases or data warehouses.
Getting Started
Configure Smartsheet Connectivity for Redash
Connectivity to Smartsheet from Redash is made possible through CData Connect Cloud. To work with Smartsheet data in Redash, we start by creating and configuring a Smartsheet connection.
- Log into Connect Cloud, click Sources, and then click Add Connection
- Select "Smartsheet" from the Add Connection panel
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Enter the necessary authentication properties to connect to Smartsheet.
Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, register an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.
However, for testing purposes you can instead use the Personal Access Token you get when you create an application; set this to the OAuthAccessToken connection property.
- Click Create & Test
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Navigate to the Permissions tab in the Add Smartsheet Connection page and update the User-based permissions.
Add a Personal Access Token
When connecting to Connect Cloud 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 Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.
- Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
- On the Settings page, go to the Access Tokens section and click Create PAT.
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Give the PAT a name and click Create.
- 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 Smartsheet data from Redash.
Connect to Smartsheet from Redash using Connect Cloud
To establish a connection from Redash to CData Connect Cloud using the Virtual SQL Server, follow these steps:
- Log into Redash.
- Click the settings widget on the top right.
- Click New Data Source.
- Select Microsoft SQL Server as the Data Source Type.
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On the configuration tab, set the following properties:
- Database Name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Salesforce1).
- Server: enter the virtual SQL Server host name (tds.cdata.com)
- User: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Port: enter 14333
- Click Create.
- Click Test Connection to ensure that the connection is configured properly.
You can now work with live Smartsheet data in Redash.
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Redash, try CData Connect Cloud today!
