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URL: https://www.cdata.com/kb/tech/cosmosdb-cloud-appsheet.rst

⇱ Create Cosmos DB-Connected Business Apps in AppSheet


Create Cosmos DB-Connected Business Apps in AppSheet

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Cosmos DB Data via CData Connect AI in Google AppSheet and create custom business applications with real-time access to Cosmos DB data.

Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Cosmos DB data for business applications. This article outlines the process of connecting to Cosmos DB using Connect AI and constructing a basic app from Cosmos DB data within AppSheet.

CData Connect AI offers a dedicated cloud-to-cloud interface for Cosmos DB, enabling the creation of reports directly from live Cosmos DB data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Cosmos DB. This leverages server-side processing to swiftly deliver the requested Cosmos DB data.

Configure Cosmos DB Connectivity for AppSheet

Connectivity to Cosmos DB from AppSheet is made possible through CData Connect AI. To work with Cosmos DB data from AppSheet, we start by creating and configuring a Cosmos DB connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Cosmos DB" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Cosmos DB.

    To obtain the connection string needed to connect to a Cosmos DB account using the SQL API, log in to the Azure Portal, select Azure Cosmos DB, and select your account. In the Settings section, click Connection String and set the following values:

    • AccountEndpoint: The Cosmos DB account URL from the Keys blade of the Cosmos DB account
    • AccountKey: In the Azure portal, navigate to the Cosmos DB service and select your Azure Cosmos DB account. From the resource menu, go to the Keys page. Find the PRIMARY KEY value and set AccountKey to this value.
    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Cosmos DB Connection page and update the User-based permissions. πŸ‘ 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. πŸ‘ 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.

With the connection configured and a PAT generated, you are ready to connect to Cosmos DB data from AppSheet.

Connect to Cosmos DB from AppSheet

The steps below outline connecting to CData Connect AI from AppSheet to create a new Cosmos DB data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source πŸ‘ Creating a new data source
  4. Select Cloud Database and set the connection information
    • Type: Sql Server
    • Server: tds.cdata.com,14333
    • Database: the Cosmos DB connection, for example, CosmosDB1
    • Username: a Connect AI user, for example, [email protected]
    • Password: the PAT for the above Connect AI user
    • SSL: Require SSL
    πŸ‘ Connecting to Connect AI
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Cosmos DB, you can start building apps on Cosmos DB data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source
  4. Select the table or view with the data you want πŸ‘ Selecting a table

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

πŸ‘ Configuring an app connected to Connect AI.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect AI today!