Connect to Live Typeform Data in MicroStrategy through CData Connect Server

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Server, you gain database-like access to live Typeform data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a virtual database for Typeform in Connect Server and connecting to Connect Server in MicroStrategy to create a simple visualization of Typeform data.

As a hosted integration platform, Connect Server is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a virtual database for Typeform and connect from MicroStrategy to start performing analytics based on live Typeform data.

Connect to Typeform from MicroStrategy

To work with live Typeform data in MicroStrategy, we need to create a virtual database for Typeform in Connect Server.

Create a Virtual SQL Server Database for Typeform Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Typeform" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Typeform.

   Start by setting the Profile connection property to the location of the TypeForm Profile on disk (e.g. C:\profiles\TypeForm.apip). Next, set the ProfileSettings connection property to the connection string for TypeForm (see below).

   TypeForm API Profile Settings

   Authentication to TypeForm uses the OAuth standard.

   To authenticate to TypeForm, you must first register and configure an OAuth application with TypeForm here: https://admin.typeform.com/account#/section/tokens. Your app will be assigned a client ID and a client secret which can be set in the connection string. More information on setting up an OAuth application can be found at https://developer.typeform.com/get-started/.

   Note that there are several different use scenarios which all require different redirect URIs:

   • CData Desktop Applications: CData desktop applications (Sync, API Server, ArcESB) accept OAuth tokens at /src/oauthCallback.rst. The host and port is the same as the default port used by the application. For example, if you use http://localhost:8019/ to access CData Sync then the redirect URI will be http://localhost:8019/src/oauthCallback.rst.
   • CData Cloud Applications: CData cloud applications are similar to their desktop counterparts. If you access Connect Cloud at https://1.2.3.4/ then you should use the redirect https://1.2.3.4/src/oauthCallback.rst.
   • Desktop Application: When using a desktop application, the URI https://localhost:33333 is recommended.
   • Web Application: When developing a web application using the driver, use your own URI here such as https://my-website.com/oauth.

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the Client Id that is specified in your app settings.
   • OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Typeform data from MicroStrategy.

Connect to and Visualize Typeform Data Using MicroStrategy

You can connect to Typeform in MicroStrategy by adding a data source based on the native SQL Server functionality. Once you have created a data source, you can build dynamic visualizations of Typeform data in MicroStrategy.

1. Open MicroStrategy and select your account.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
5. Sat the connection properties as follows:
   • Server Name: e.g. connect_server_url
   • Port Number: 1433
   • Database Name: the name of your Typeform connection (e.g. API1)
   • User: a Connect Server user
   • Password: a Connect Server password
   • Data Source Name: a name for the new external data source, like "CData Connect Typeform"
6. Expand the menu for the new data source and choose "Edit Catalog Options"
7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
   
   

   SELECT DISTINCT 
     TABLE_SCHEMA NAME_SPACE, 
     TABLE_NAME TAB_NAME, 
     COLUMN_NAME COL_NAME, 
     (CASE 
       WHEN 
         (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2')) 
       THEN 
         CONCAT('a',DATA_TYPE) 
       ELSE 
         DATA_TYPE 
     END) DATA_TYPE, 
     CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
     NUMERIC_PRECISION DATA_PREC, 
     NUMERIC_SCALE DATA_SCALE 
   FROM 
     INFORMATION_SCHEMA.COLUMNS 
   WHERE 
     TABLE_NAME 
   IN 
     (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
   ORDER BY 
     1,2,3
   

8. Select the new data source and select the Namespace that corresponds to your virtual Typeform database (like API1).
9. Drag tables into the pane to insert then. Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Cloud.
11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Typeform data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Typeform, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Cloud.
12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Server with MicroStrategy, you can easily create robust visualizations and reports on Typeform data. For more information on creating virtual databases for Typeform (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Typeform data in MicroStrategy.