Build Interactive Dashboards from Typeform 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 Typeform data for visualizations, dashboards, and more. This article shows how to create a virtual database for Typeform in Connect Server and build dashboards in Amazon QuickSight with access to Typeform data.

CData Connect Server provides a pure SQL Server interface for Typeform, allowing you to easily build reports from live Typeform 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 Typeform, leveraging server-side processing to quickly return the requested Typeform data.

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 Quicksight.

Import Typeform Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Typeform 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 Typeform Data from Applications

At this point, you have a direct connection to Typeform 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.