Build Visualizations of Talkdesk Data in Birst

Birst is a cloud business intelligence (BI) tool and analytics platform that helps organizations quickly understand and optimize complex processes. When paired with the CData JDBC Driver for Talkdesk, you can connect to live Talkdesk data through the Birst Cloud Agent and build real-time visualizations. In this article, we walk you through, step-by-step, how to connect to Talkdesk using the Cloud Agent and create dynamic reports in Birst.

With powerful data processing capabilities, the CData JDBC driver offers unmatched performance for live Talkdesk data operations in Birst. When you issue complex SQL queries from Birst to Talkdesk, the driver pushes supported SQL operations, like filters and aggregations, directly to Talkdesk and utilizes the embedded SQL Engine to process unsupported operations client-side (often SQL functions and JOIN operations). With built-in dynamic metadata querying, the JDBC driver enables you to visualize and analyze Talkdesk data using native Birst data types.

Configure a JDBC Connection to Talkdesk Data in Birst

Before creating the Birst project, you will need to install the Birst Cloud Agent (in order to work with the installed JDBC Driver). Also, copy the JAR file for the JDBC Driver (and the LIC file, if it exists) to the /drivers/ directory in the installation location for the Cloud Agent.

With the driver and Cloud Agent installed, you are ready to begin.

1. Create a new project in Birst.
2. Name the connection (e.g. CDataTalkdesk).
3. Choose Live Access.
4. Select an agent.
5. Set Database Type to Other.

6. Set SQL Type to MSSQL
7. Set the Connection string.

   Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

   Set the following connection properties:

   • AccountName: The name of your Talkdesk account.
   • Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
   • OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

   Creating a Custom OAuth Application

   1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
   2. Click Create OAuth Client and give the client a descriptive name.
   3. Set Grant Type to Client Credentials.
   4. Click Add scopes and select the scopes for the data you want to access.
   5. Click Create and copy the Client Id and Client Secret.

   When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Talkdesk JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   
   java -jar cdata.jdbc.talkdesk.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   Below is a typical JDBC connection string for Talkdesk:

   
   jdbc:talkdesk:AccountName=myAccount;Region=US;OAuthClientId=myClientId;OAuthClientSecret=myClientSecret;
   
   

8. Set the Driver Name: cdata.jdbc.talkdesk.TalkdeskDriver and click Save.

NOTE: Since authentication to Talkdesk is managed from the connection string, you can leave Security Credentials blank.

Configure Talkdesk Data Objects

Now that the connection is configured, we are ready to configure the schema for the dataset, choosing the tables, views, and columns we wish to visualize.

1. Select the Schema (e.g. Talkdesk).
2. Click on Tables and/or Views to connect to those entities and click Apply.
3. Select the Tables and Columns you want to access and click Done.

With the objects configured, you can perform any data preparation and discover any relationships in your data using the Pronto Prepare and Relate tools.

Build a Visualization

After you prepare your data and define relationships between the connected objects, you are ready to build your visualization.

1. Select the Visualizer tool from the menu.

2. Select Measures & Categories from your objects
3. Select and configure the appropriate visualization for the Measure(s) you selected.

Using the CData JDBC Driver for Talkdesk with the Cloud Agent and Birst, you can easily create robust visualizations and reports on Talkdesk data. Download a free, 30-day trial and start building Birst visualizations today.