Create Dashboards and Visualize Live XML Data in Geckoboard

Geckoboard is a business intelligence tool that simplifies the visualization of key performance indicators (KPIs) by creating live dashboards. It allows teams to consolidate data from various sources - such as Salesforce, Snowflake, Google Analytics, and spreadsheets - and display it in a visually engaging and easy-to-understand format. Designed for simplicity and clarity, Geckoboard helps businesses monitor performance, track goals, and make data-driven decisions.

When used with CData Connect AI, you gain instant, cloud-to-cloud access to XML data from Geckoboard for dashboards, monitoring, visualizations, and more. This article explains how to connect to XML and create visualizations using XML data in Geckoboard.

CData Connect AI offers a seamless SQL Server, cloud-to-cloud interface for XML, enabling you to effortlessly create dashboards and visualizations using live XML data in Geckoboard. While building visualizations, Geckoboard requires SQL queries to retrieve the necessary data. With built-in optimized data processing, CData Connect AI pushes all supported SQL operations (such as filters and JOINs) directly to XML, utilizing server-side processing for fast and efficient data retrieval of XML data.

Configure XML connectivity for Geckoboard

Connectivity to XML from Geckoboard is made possible through CData Connect AI. To work with XML data from Geckoboard, we start by creating and configuring a XML connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "XML" from the Add Connection panel

3. Enter the necessary authentication properties to connect to XML.

   Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) XML Files

   CData Drivers let you work with XML files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

   Setting connection properties for local files

   Set the URI property to local folder path.

   Setting connection properties for files stored in Amazon S3

   To connect to XML file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended XML files exist. In addition, at least set these properties:

   • AWSAccessKey: AWS Access Key (username)
   • AWSSecretKey: AWS Secret Key

   Setting connection properties for files stored in Box

   To connect to XML file(s) within Box, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Box.

   Dropbox

   To connect to XML file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

   SharePoint Online (SOAP)

   To connect to XML file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. Set User, Password, and StorageBaseURL.

   SharePoint Online REST

   To connect to XML file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

   Google Drive

   To connect to XML file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

   The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

   • Document (default): Model a top-level, document view of your XML data. The data provider returns nested elements as aggregates of data.
   • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
   • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

   See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add XML Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI 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 AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. 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 XML data from Geckoboard.

Connect live XML data in Geckoboard

Follow these steps to establish a connection from Geckoboard to the CData Connect AI Virtual SQL Server API.

1. Log into Geckoboard
2. Add a custom dashboard name and click Add widget
3. Search for "Databases" in the Connect your data search bar
4. Select SQL Server as the Database type
5. Fill in the connection details:
   • Connection name: enter a name for the connection to CData Connect AI
   • Host: enter the Virtual SQL Server endpoint: tds.cdata.com
   • Port: : enter 14333
   • Database name: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, XML1)
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
   • Password: enter the PAT you generated on the Settings page
   
6. Click Connect

After successfully configuring your connection, you can query and visualize your XML data.

Visualize live XML data in Geckoboard

To visualize live XML data in Geckoboard, follow these steps:

1. Write an SQL query to select the specific XML data needed for visualization in Paste your SQL query compiler screen

Depending on your use case, you can also generate the desired SQL query using the Playground or Query Builder features of CData Connect AI


2. Choose the visualization type (Line Chart, Bar Chart, or Column Chart) that best suits your business requirements
3. The selected chart will be displayed on Geckoboard
4. Click the menu (three dots in the top-right corner of the graph) and select Edit to modify the SQL query or set a refresh interval for the chart

Live access to XML data from cloud applications

At this stage, you have established a direct, cloud-to-cloud connection to live XML data in Geckoboard. This enables you to create dashboards to monitor and visualize your data seamlessly.

For more details on accessing live data from over 100 SaaS, Big Data, and NoSQL sources through cloud applications like Geckoboard, visit our Connect AI page.