Operational Reporting on Smartsheet Data from Spotfire Server



Create and share Spotfire data visualizations with real-time connectivity to remote Smartsheet data.

You can gain real-time access to Smartsheet data from your enterprise reporting solution with the CData JDBC Driver for Smartsheet's drop-in install into your Java reporting server. Use the data source template in this article to expand your Spotfire library to include remote Smartsheet data. You can then create and share real-time data visualizations that reflect any changes to Smartsheet data.

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


Connect to Smartsheet as a JDBC Data Source

To install the CData JDBC Driver for Smartsheet on Spotfire Server, drop the driver JAR into the classpath and use the data source template in this section.

  1. To add the driver to Spotfire Server's classpath, copy the driver JAR from the lib subfolder in the driver installation folder to the lib subfolder for your Spotfire Server installation: For example, MySpotfireServerHomeDirectory/tomcat/lib.

    Note that the .lic file must be located in the same folder as the JAR.

  2. In the TIBCO Spotfire Server Configuration Tool, click the Configuration tab and select data source templates in the Configuration Start node.
  3. Create a new data source template with the following:

    
    <jdbc-type-settings>
      <type-name>smartsheet</type-name>
      <driver>cdata.jdbc.smartsheet.SmartsheetDriver</driver>
      <connection-url-pattern>jdbc:smartsheet:</connection-url-pattern>
      <ping-command>SELECT * FROM Projects LIMIT 1</ping-command>
      <connection-properties>
        <connection-property>
          <key>OAuthClientId</key>
          <value>MyOauthClientId</value>
        </connection-property>
        <connection-property>
          <key>OAuthClientSecret</key>
          <value>MyOAuthClientSecret</value>
        </connection-property>
        <connection-property>
          <key>CallbackURL</key>
          <value>http://localhost:33333</value>
        </connection-property>
        <connection-property>
          <key>InitiateOAuth</key>
          <value>GETANDREFRESH</value>
        </connection-property>
      </connection-properties>
      <fetch-size>10000</fetch-size>
      <batch-size>100</batch-size>
      <max-column-name-length>32</max-column-name-length>
      <table-types>TABLE, VIEW</table-types>
      <supports-catalogs>true</supports-catalogs>
      <supports-schemas>true</supports-schemas>
      <supports-procedures>false</supports-procedures>
      <supports-distinct>true</supports-distinct>
      <supports-order-by>true</supports-order-by>
      <column-name-pattern>"$$name$$"</column-name-pattern>
      <table-name-pattern>"$$name$$"</table-name-pattern>
      <schema-name-pattern>"$$name$$"</schema-name-pattern>
      <catalog-name-pattern>"$$name$$"</catalog-name-pattern>
      <procedure-name-pattern>"$$name$$"</procedure-name-pattern>
      <column-alias-pattern>"$$name$$"</column-alias-pattern>
      <string-literal-quote>'</string-literal-quote>
      <max-in-clause-size>1000</max-in-clause-size>
      <condition-list-threshold>10000</condition-list-threshold>
      <expand-in-clause>false</expand-in-clause>
      <table-expression-pattern>[$$catalog$$.][$$schema$$.]$$table$$</table-expression-pattern>
      <procedure-expression-pattern>[$$catalog$$.][$$schema$$.]$$procedure$$</procedure-expression-pattern>
      <procedure-table-jdbc-type>0</procedure-table-jdbc-type>
      <procedure-table-type-name></procedure-table-type-name>
      <date-format-expression>$$value$$</date-format-expression>
      <date-literal-format-expression>'$$value$$'</date-literal-format-expression>
      <time-format-expression>$$value$$</time-format-expression> 
      <time-literal-format-expression>'$$value$$'</time-literal-format-expression>
      <date-time-format-expression>$$value$$</date-time-format-expression>
      <date-time-literal-format-expression>'$$value$$'</date-time-literal-format-expression>
      <java-to-sql-type-conversions>VARCHAR($$value$$) VARCHAR(255) INTEGER BIGINT REAL DOUBLE PRECISION DATE TIME TIMESTAMP</java-to-sql-type-conversions>
      <temp-table-name-pattern>$$name$$#TEMP</temp-table-name-pattern>
      <create-temp-table-command>CREATE TABLE $$name$$#TEMP $$column_list$$</create-temp-table-command>
      <drop-temp-table-command>DROP TABLE $$name$$#TEMP</drop-temp-table-command>
      <data-source-authentication>false</data-source-authentication>
      <lob-threshold>-1</lob-threshold>
      <use-ansii-style-outer-join>false</use-ansii-style-outer-join>
      <credentials-timeout>86400</credentials-timeout>
    </jdbc-type-settings>
    
  4. Restart the Spotfire Server service.

The driver's support for standard SQL integrates real-time connectivity to Smartsheet data into the familiar interfaces of the Spotfire Platform. To access Smartsheet data from Spotfire Professional and other applications, including Jaspersoft Studio, create information links in the Information Designer.

As you select columns and filters, Spotfire Server builds the information link's underlying SQL query. Click Open Data to load the data into Spotfire.

Report authors can then build Smartsheet visualizations based on Spotfire data tables without writing SQL queries by hand. Report viewers can rely on accurate and current Smartsheet data.

Ready to get started?

Download a free trial of the Smartsheet Driver to get started:

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Learn more:

Smartsheet Icon Smartsheet JDBC Driver

Easy-to-use Smartsheet client enables Java-based applications to easily consume Smartsheet Sheets, Contacts, Folders, Groups, Users, etc.