Connect and Visualize Live Microsoft Planner Data in Databricks Lakehouse Federation with CData Connect Cloud

Databricks Lakehouse Federation enables organizations to query and integrate data from multiple sources without requiring data movement. It allows federated queries across databases, data warehouses, and lakehouses, providing a unified interface for data analysis and management within Databricks. When combined with CData Connect Cloud, it enables seamless access to Microsoft Planner data for data virtualization, while also supporting data lineage and fine-grained access control.

This article explains how to use CData Connect Cloud to establish a live connection to Microsoft Planner and how to access live Microsoft Planner data from the Databricks platform.

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

Configure Microsoft Planner connectivity for Databricks in CData Connect Cloud

To work with Microsoft Planner data in Databricks - Lakehouse Federation, you need to connect to Microsoft Planner from Connect Cloud and provide user access to the connection.

1. Log into Connect Cloud, click Connections and click Add Connection.
2. Select "Microsoft Planner" from the Add Connection panel.
3. Enter the necessary authentication properties to connect to Microsoft Planner.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

   1. Extracts the access token from the callback URL and authenticates requests.
   2. Obtains a new access token when the old one expires.
   3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
   

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

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT
3. Give your 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, you are ready to connect to Microsoft Planner data from Databricks.

Connecting live Microsoft Planner data in Databricks

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

1. Log into Databricks.
2. Navigate to SQL Warehouses and start any warehouse of your choice.
3. In the navigation pane, select Catalog. Click and select Create a connection.
4. In the Connection basics section (or Step 1 of Set up connection page), enter the following connection details and click Next:
   • Connection name: a user-defined connection name.
   • Connection type: select SQL Server from the drop-down list.
   • Auth type: select Username and password.
   
5. In the Authentication section (or Step 2), enter the required authentication details, and click Next:
   • Host: tds.cdata.com
   • Port: 14333
   • User: enter your CData Connect Cloud username, displayed in the top-right corner of the CData Connect Cloud interface. For example, test@cdata.com
   • Password: enter the PAT generated and copied in the previous section.
   
6. In the Connection details section (or Step 3), enable the Trust server certificate checkbox and select the appropriate Application intent. Click Create Connection.
7. In the Catalog basics section (or Step 4), enter the required details and click Create catalog:
   • Catalog name: enter a name of your choice
   • Connection: this will be the Databricks connection you defined earlier
   • Database: enter your Microsoft Planner connection name (for example, Microsoft Planner1)
   
8. In the Access section (or Step 5), assign the Workspace, User access rights, and Grant read or edit privileges to the catalog.
9. Click Next > Save to save all the details for the catalog.

Access the catalog and visualize live Microsoft Planner data in Databricks

To access the newly created catalog and create a dashboard to visualize live Microsoft Planner data in Databricks, follow these steps:

1. Select the catalog and expand it. A list of tables from Microsoft Planner will appear on the screen.
2. Choose the desired table and click the Overview tab to view the table metadata.
3. Click the Sample Data tab to view real-time data in the table.
4. Now, click Create at the top right corner and select Dashboard.
5. Manually create a visualization by selecting at least one field in the visualization editor from the widget, or choose one of the visualization options suggested by Databricks AI.
6. Once the visualization is created, edit the details in the widget settings of the dashboard.
7. Click Publish to publish the dashboard report.

Live access to Microsoft Planner data from cloud applications

At this stage, you have established a direct, cloud-to-cloud connection to live Microsoft Planner data in Databricks. 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 Databricks, visit our Connect Cloud page. As always, let us know if you have any questions during your evaluation. Our world-class CData Support Team is always available to help!