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URL: https://www.cdata.com/kb/tech/airtable-cloud-infragistics-reveal.rst

⇱ Analyze Airtable Data in Infragistics Reveal

Analyze Airtable Data in Infragistics Reveal

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create on OData API on top of Airtable data and visualize live Airtable data in Infragistics Reveal.

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Airtable data. In this article, we will guide you through the process of connecting to Airtable via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Connect to Airtable from Infragistics Reveal

To work with live Airtable data in Infragistics Reveal, we need to connect to Airtable from Connect AI, provide user access to the connection, and create a Workspace for the Airtable data.

Connect to Airtable from Connect AI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Airtable" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Airtable.

    APIKey, BaseId and TableNames parameters are required to connect to Airtable. ViewNames is an optional parameter where views of the tables may be specified.

    • APIKey : API Key of your account. To obtain this value, after logging in go to Account. In API section click Generate API key.
    • BaseId : Id of your base. To obtain this value, it is in the same section as the APIKey. Click on Airtable API, or navigate to https://airtable.com/api and select a base. In the introduction section you can find "The ID of this base is appxxN2ftedc0nEG7."
    • TableNames : A comma separated list of table names for the selected base. These are the same names of tables as found in the UI.
    • ViewNames : A comma separated list of views in the format of (table.view) names. These are the same names of the views as found in the UI.
    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Airtable Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Airtable Endpoints for Infragistics Reveal

After connecting to Airtable, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Airtable connection (e.g. Airtable1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Airtable data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize Airtable data in Reveal.

  1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
  2. Click Data Sources -> OData Feed 👁 Adding a new OData data source
  3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name} 👁 Configuring the OData URL
  4. Select Generic Credentials and
    • Set Username to a Connect AI username (e.g. [email protected])
    • Set Password to the PAT for the user
    👁 Configuring the credentials
  5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live Airtable data. For more information on creating OData feeds from Airtable (and more than 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live Airtable data in tools that consume OData APIs.