DataBind Charts to Clio Data

DataBinding facilitates two-way interaction with data through UI controls. Using the CData ADO.NET Provider for Clio streamlines the process of binding Clio data to Windows Forms and Web controls within Visual Studio. In this article, we will demonstrate using wizards to establish a binding between Clio data and a chart that dynamically updates. Additionally, the code walk-through section will guide you through the creation of a chart using just 10 lines of code.

Binding Data to a Chart

DataBinding to a Chart consists of three steps: Instantiate the control, configure the data source, and databind.

Configure the Connection and Select Database Objects

To create a chart control and establish a connection to Clio, follow the steps outlined below using the Data Source Configuration Wizard. Within the wizard, you'll have the option to choose the specific Clio entities you wish to bind to.

1. In a Windows Forms project, drag and drop a Chart control from the toolbox to the form. In the Data section of the Chart properties, select DataSource and then select Add Project Data Source from the menu. 👁 Add a data source to be bound to the chart.
   
2. In the Data Source Configuration Wizard that appears, select Database -> Dataset.
3. In the Choose Your Data Connection step, click New Connection.

4. In the Add Connection dialog, click Change to select the CData Clio Data Source.

   Below is a typical connection string:

   Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

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

   Clio API Profile Settings

   Clio uses OAuth-based authentication.

   First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally set the Region in ProfileSettings connection property.

   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 you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI that is specified in your app settings.
   • Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

   When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   👁 Connection properties for the selected data source in the Add Connection dialog. (Salesforce is shown.)
   
5. Choose the database objects you want to work with. This example uses the Bills table. 👁 Select database objects. (Salesforce is shown.)
   

DataBind

After adding the data source and selecting database objects, you can bind the objects to the chart. This example assigns the x-axis to Id and the y-axis to Total.

1. In the Chart properties, click the button in the Series property to open the Series Collection Editor.
2. In the Series properties, select the columns you want for the x- and y-axes: Select columns from the menu in the XValueMember and YValueMember properties.

The chart is now databound to the Clio data. Run the chart to display the current data. 👁 The chart, filled with data at run time.

Code Walk-through

DataBinding to Clio data requires only a few lines of code and can be completed in three easy steps.

1. Connect to Clio.
2. Create the APIDataAdapter to execute the query and create a DataSet to be filled with its results.
3. DataBind the result set to the chart.

Below is the complete code:

APIConnection conn = new APIConnection("Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;");
APICommand comm = new APICommand("SELECT Id, Total FROM Bills WHERE State = 'awaiting_payment'", conn);
APIDataAdapter da = new APIDataAdapter(comm);
DataSet dataset = new DataSet();
da.Fill(dataset);

chart1.DataSource = dataset; 
chart1.Series[0].XValueMember = "Id";
chart1.Series[0].YValueMembers = "Total";
// Insert code for additional chart formatting here.
chart1.DataBind();