Create Microsoft Planner-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Server, you get instant access to Microsoft Planner data for visualizations, reports, and more. This article shows how to create a virtual database for Microsoft Planner in Connect Server and build visualizations from Microsoft Planner data in Klipfolio.

CData Connect Server provides a pure SQL Server interface for Microsoft Planner, allowing you to easily build reports from live Microsoft Planner data in Klipfolio — without replicating the data to a natively supported database. As you build visualizations, Klipfolio 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 Microsoft Planner, leveraging server-side processing to quickly return the requested Microsoft Planner data.

Create a Virtual SQL Server Database for Microsoft Planner 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 "Microsoft Planner" from Available Data Sources.
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 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 Microsoft Planner data from Klipfolio.

Connect to Microsoft Planner in Klipfolio

The steps below outline connecting to CData Connect Server from Klipfolio to create a new Microsoft Planner data source.

1. Open Klipfolio
2. Click in Data Feeds on the left panel to add a new data source.
3. Search for and select MS SQL as the Service.
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the SQL Server connection properties:
   • Host: your instance (e.g., CONNECT_SERVER_URL)
   • Port: 1433
   • Database: your database (e.g., MicrosoftPlanner1)
   • Driver: MS SQL
   • Username: your Connect Server username
   • Password: your Connect Server password
   • SQL Query: any query to retrieve data (e.g., SELECT * FROM Tasks)
   • Select the checkbox to "Include column headers"
6. Click "Get data" to preview the Microsoft Planner data before building a data model.

Build a Data Model

After retrieving the data, click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save data feed"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Add Metric"
2. Select a measure, placed on the y-axis, to track.
3. Select up to five dimensions/columns, for the x-axis, that you wish to visualize.
4. Click "Save metric"

SQL Access to Microsoft Planner Data from Applications

Now you have a Klip built from live Microsoft Planner data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Microsoft Planner data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect Server.