Analyze Greenhouse Data in Infragistics Reveal

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Greenhouse data. The CData API Server generates an OData API for Greenhouse, which is natively consumable in Reveal. In this article, we walk through connecting to Greenhouse in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

Connect to Greenhouse from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
   
2. Select "Greenhouse" 👁 Selecting a Connector (Salesforce is shown).
   
3. Enter the necessary authentication properties to connect to Greenhouse.

   You need an API key to connect to Greenhouse. To create an API key, follow the steps below:

   1. Click the Configure icon in the navigation bar and locate Dev Center on the left.
   2. Select API Credential Management.
   3. Click Create New API Key.
   • Set "API Type" to Harvest.
   • Set "Partner" to custom.
   • Optionally, provide a description.
   4. Proceed to Manage permissions and select the appropriate permissions based on the resources you want to access through the driver.
   5. Copy the created key and set APIKey to that value.
   👁 Configuring a connection (Salesforce is shown).
   

Add Greenhouse Resource Definitions in API Server

After connecting to Greenhouse, create Resources, which represent API endpoints for Greenhouse data.

1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
   
2. Select the Greenhouse connection 👁 Selecting a connection (Salesforce is shown)
   
3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
   
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

Add an API Server User

Create a User to connect to Greenhouse from Reveal through API Server.

1. Click Settings -> Users
2. Click Add
3. Configure a User with access to the Greenhouse Connection and Resource(s) 👁 Creating a new user
   

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With the API Server configured, we can visualize Greenhouse data in Reveal.

1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
   
2. Click Data Source -> OData Feed 👁 Adding a new OData data source
   
3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
   
4. Select Generic Credentials and specify the API Server username and authentication token 👁 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 Greenhouse data. For more information on creating OData feeds from Greenhouse (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Greenhouse data in tools that consume OData APIs.