Create Interactive Metabase Dashboards that Work with Smartsheet Data

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CData Connect



Use CData Connect to create a virtual MySQL database for Smartsheet data and create an interactive dashboard in Metabase from Smartsheet data.

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

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

Create a Virtual MySQL Database for Smartsheet Data

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

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

    Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, you will need to 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.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the MySQL interface to connect to CData Connect.

  1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
  2. Configure the connection to CData Connect and click "Save"
    • Database type: Select "MySQL"
    • Name: Name the connection (e.g. "Smartsheet (CData Connect)")
    • Host: The URL of your Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the MySQL endpoint for your Connect instance (e.g. 3306)
    • Database name: The name of the virtual database you just created (e.g. Smartsheet1)
    • Username: A CData Connect username
    • Password: The password for the above CData Connect user
    • Click to Use a secure connection (SSL)

Query Smartsheet Data with Metabase

Once you configure the connection to CData Connect, you can query Smartsheet and build visualizations.

  1. Use the "Write SQL" tool to retrieve the Smartsheet data
  2. Write a SQL query based on the virtual database, e.g.

    SELECT TaskName, Progress FROM Sheet_Event_Plan_Budget
  3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Smartsheet data in Metabase. You can continue to work with live Smartsheet data in Metabase just like you would any MySQL database. For more information on creating a virtual MySQL database for Smartsheet (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Smartsheet data in Metabase today.