Create Datasets from Gmail in Domo Workbench and Build Visualizations of Gmail Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Gmail links Domo Workbench to operational Gmail data. You can build datasets from Gmail data using standard SQL queries in Workbench and then create real-time visualizations of Gmail data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Gmail data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Gmail, the driver pushes supported SQL operations, like filters and aggregations, directly to Gmail and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Gmail data using native Domo data types.

Connect to Gmail as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

There are two ways to authenticate to Gmail. Before selecting one, first ensure that you have enabled IMAP access in your Gmail account settings. See the "Connecting to Gmail" section under "Getting Started" in the installed documentation for a guide.

The User and Password properties, under the Authentication section, can be set to valid Gmail user credentials.

Alternatively, instead of providing the Password, you can use the OAuth authentication standard. To access Google APIs on behalf on individual users, you can use the embedded credentials or you can register your own OAuth app.

OAuth also enables you to use a service account to connect on behalf of users in a Google Apps domain. To authenticate with a service account, register an application to obtain the OAuth JWT values.

In addition to the OAuth values, provide the User. See the "Getting Started" chapter in the help documentation for a guide to using OAuth.

When you configure the DSN, 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.

After creating a DSN, you will need to create a dataset for Gmail in Domo Workbench using the Gmail DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Gmail Data

You can follow the steps below to build a dataset based on a table in Gmail in Domo Workbench using the CData ODBC Driver for Gmail.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Gmail Inbox), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Gmail Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Inbox

   NOTE: By connecting to Gmail data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Gmail-specific APIs or protocols.
9. Click preview. 👁 Querying Gmail Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Gmail data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Gmail data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Gmail Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Gmail Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Gmail, you can build custom datasets based on Gmail data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.