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Analyze SharePoint Excel Services Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of SharePoint Excel Services data and visualize live SharePoint Excel Services data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and SharePoint Excel Services ADO.NET Provider to build dynamic dashboards from live SharePoint Excel Services data. The CData API Server generates an OData API for SharePoint Excel Services, which is natively consumable in Reveal. In this article, we walk through connecting to SharePoint Excel Services in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to SharePoint Excel Services 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 "SharePoint Excel Services"
- Enter the necessary authentication properties to connect to SharePoint Excel Services.
The URL, User, and Password properties, under the Authentication section, must be set to valid credentials for SharePoint Online, SharePoint 2010, or SharePoint 2013. Additionally, the Library property must be set to a valid SharePoint Document Library and the File property must be set to a valid .xlsx file in the indicated Library.
Add SharePoint Excel Services Resource Definitions in API Server
After connecting to SharePoint Excel Services, create Resources, which represent API endpoints for SharePoint Excel Services data.
- Click Settings -> Resources -> Add Resource
- Select the SharePoint Excel Services 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 SharePoint Excel Services from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the SharePoint Excel Services 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 SharePoint Excel Services 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 SharePoint Excel Services data. For more information on creating OData feeds from SharePoint Excel Services (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live SharePoint Excel Services data in tools that consume OData APIs.
