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Visualize Smartsheet Data in TIBCO Spotfire through OData
Integrate Smartsheet data into dashboards in TIBCO Spotfire.
OData is a major protocol enabling real-time communication among cloud-based, mobile, and other online applications. The CData API Server, when paired with the ADO.NET Provider for Smartsheet, provides Smartsheet data (or data from 200+ other ADO.NET Providers) to OData consumers like TIBCO Spotfire. This article shows how to use the API Server and Spotfire's built-in support for OData to access Smartsheet data in real time.
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
Set Up the API Server
Follow the steps below to begin producing secure Smartsheet OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to Smartsheet
After you deploy the API Server and the ADO.NET Provider for Smartsheet, provide authentication values and other connection properties needed to connect to Smartsheet by clicking Settings -> Connections and adding a new connection in the API Server administration console.
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.
When you configure the connection, 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.
You can then choose the Smartsheet entities you want to allow the API Server access to by clicking Settings -> Resources.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create Data Visualizations on External Smartsheet Data
- Open Spotfire and click Add Data Tables -> OData.
- In the OData Connection dialog, enter the following information:
- Service URL: Enter the API Server's OData endpoint. For example:
http://localhost:8032/api.rsc - Authentication Method: Select Username and Password.
- Username: Enter the username of an API Server user. You can create API users on the Security tab of the administration console.
- Password: Enter the authtoken of an API Server user.
- Service URL: Enter the API Server's OData endpoint. For example:
- Select the tables and columns you want to add to the dashboard. This example uses Sheet_Event_Plan_Budget.
- If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.
If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.
- After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Progress in the Numbers section and TaskName in the Categories section.
After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.
