Visualize Microsoft Planner Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Microsoft Planner makes it easy to integrate with Microsoft Planner data in Sisense. This article shows how to create an ElastiCube that connects to Microsoft Planner data and use the ElastiCube to visualize Microsoft Planner data in Sisense.

Configure the Connection to Microsoft Planner

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Microsoft Planner 20XX\lib) or copy the jar file (cdata.jdbc.microsoftplanner.MicrosoftPlanner.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings. 👁 Connecting via JDBC
   
4. Set the connection string property to the JDBC URL for Microsoft Planner, adding required properties.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

   1. Extracts the access token from the callback URL and authenticates requests.
   2. Obtains a new access token when the old one expires.
   3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.microsoftplanner.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.

   A typical example follows:

   jdbc:microsoftplanner:OAuthClientId=MyApplicationId;OAuthClientSecret=MySecretKey;CallbackURL=http://localhost:33333;InitiateOAuth=GETANDREFRESH;
   

5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.microsoftplanner.MicrosoftPlannerDriver
7. Leave the username and password properties blank.
8. Click Next. 👁 A configured connection in Sisense (HubSpot is shown).
   

Add Microsoft Planner Data to an ElastiCube

Once you are connected to Microsoft Planner, you can add tables and views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done. 👁 Selected tables to add to the ElastiCube
   
4. Click Build to build the ElastiCube for analytics.

Visualize Microsoft Planner Data

With Microsoft Planner tables added to your ElastiCube, you can perform analytics on your Microsoft Planner data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create 👁 Selecting the newly created ElastiCube
   
4. Click "+ Select Data" and choose fields to add to your visualization. 👁 Visualizing data in Sisense (HubSpot is shown).
   

With the CData JDBC Driver for Microsoft Planner, you can access Microsoft Planner data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Microsoft Planner data in Sisense today!