Build Interactive Dashboards from Basecamp Data in Amazon QuickSight

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect Server, you get direct access to Basecamp data for visualizations, dashboards, and more. This article shows how to create a virtual database for Basecamp in Connect Server and build dashboards in Amazon QuickSight with access to Basecamp data.

CData Connect Server provides a pure SQL Server interface for Basecamp, allowing you to easily build reports from live Basecamp data in Quicksight — without replicating the data to a natively supported database. As you build visualizations, Quicksight generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Basecamp, leveraging server-side processing to quickly return the requested Basecamp data.

Create a Virtual SQL Server Database for Basecamp 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 "Basecamp" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Basecamp.

   Basecamp uses basic or OAuth 2.0 authentication. To use basic authentication you will need the user and password that you use for logging in to Basecamp. To authenticate to Basecamp via OAuth 2.0, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with Basecamp.

   See the Getting Started section in the help documentation for a connection guide.

   Additionally, you will need to specify the AccountId connection property. This can be copied from the URL after you log in.

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 Basecamp data from Quicksight.

Import Basecamp Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Basecamp database in Connect Server, importing the dataset into SPICE, and building a simple visualization from the data.

1. Log into Amazon QuickSight and on the left panel click "Datasets"
2. Click "New dataset," select SQL Server as the data source, configure the connection to your Connect Server instance, and click "Create data source"
3. Select a table to visualize (or submit a custom SQL query for your data) and click Select.
4. Select "Import to SPICE for quicker analytics" and click "Visualize."
5. Select fields to visualize as well as a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

1. Navigate to the QuickSight home page.
2. Click "Manage data."
3. Select the data set you wish to refresh.
4. Click "Schedule refresh."
5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Basecamp Data from Applications

At this point, you have a direct connection to Basecamp data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 250 SaaS, Big Data, and NoSQL sources from applications like Amazon QuickSight, refer to our Connect Server page.