Integrate Cvent Data in the Pentaho Report Designer

The CData JDBC driver for Cvent data enables access to live data from dashboards and reports. This article shows how to connect to Cvent data as a JDBC data source and publish reports based on Cvent data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Cvent connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:cvent: and is followed by a semicolon-separated list of connection properties.

     Before you can authenticate to Cvent, you must create a workspace and an OAuth application.

     Creating a Workspace

     To create a workspace:

     1. Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
     2. In the Admin menu, navigate to Integrations >> REST API.
     3. A new tab launches for Developer Management. Click on Manage API Access in the new tab.
     4. Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
        • Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
        • Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:

          event/attendees:read	event/attendees:write	event/contacts:read
          event/contacts:write	event/custom-fields:read	event/custom-fields:write
          event/events:read	event/events:write	event/sessions:delete
          event/sessions:read	event/sessions:write	event/speakers:delete
          event/speakers:read	event/speakers:write	budget/budget-items:read
          budget/budget-items:write	exhibitor/exhibitors:read	exhibitor/exhibitors:write
          survey/surveys:read	survey/surveys:write

     Creating an OAuth Application

     After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.

     Connecting to Cvent

     After creating an OAuth application, set the following connection properties to connect to Cvent:

     • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
     • OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
     • OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Cvent JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.cvent.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     When you configure the JDBC URL, 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.

     Below is a typical JDBC URL:

     jdbc:cvent:OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;InitiateOAuth=GETANDREFRESH;

   • Custom Driver Class Name: Enter cdata.jdbc.cvent.CventDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.
   👁 Required connection properties defined in the JDBC URL. (Salesforce is shown.)
   

Add Cvent Data to a Report

You are now ready to create a report with Cvent data.

1. Add the Cvent source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT Id, Title FROM Events WHERE Virtual = 'true'

   👁 The query to retrieve data, specified in the JDBC data source configuration wizard. (Salesforce is shown.)
   
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Events table.
4. Finally, run the report to see the chart.