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Analyze Smartsheet Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Smartsheet data and visualize live Smartsheet data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Smartsheet data. The CData API Server generates an OData API for Smartsheet, which is natively consumable in Reveal. In this article, we walk through connecting to Smartsheet in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
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 from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Smartsheet"
- 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.
Add Smartsheet Resource Definitions in API Server
After connecting to Smartsheet, create Resources, which represent API endpoints for Smartsheet data.
- Click Settings -> Resources -> Add Resource
- Select the Smartsheet connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Smartsheet from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Smartsheet Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Smartsheet data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Smartsheet data. For more information on creating OData feeds from Smartsheet (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Smartsheet data in tools that consume OData APIs.
