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URL: https://www.cdata.com/kb/tech/msplanner-odbc-active-query-builder.rst

โ‡ฑ Rapidly Develop Microsoft Planner-Driven Apps with Active Query Builder


Rapidly Develop Microsoft Planner-Driven Apps with Active Query Builder

๐Ÿ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Leverage the Active Query Builder SQL interface and .NET data access to create data-driven WinForms and ASP.NET apps backed by Microsoft Planner.

Write standard .NET to expose Microsoft Planner data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Microsoft Planner enables standards-based access to Microsoft Planner. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Microsoft Planner 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.

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.

Use SQL to Interact with Microsoft Planner

Follow the steps below to create a WinForms visual query builder.

  1. Open Active Query Builder for .NET WinForms. ๐Ÿ‘ Opening Active Query Builder.
  2. In the new Windows Forms project go to the "File" menu and click "Connect..."
  3. Under Database Connections, click "Add..." ๐Ÿ‘ Adding a new Connection.
  4. Set your desired Connection Name (e.g. CData Microsoft Planner), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown. ๐Ÿ‘ Selecting a previously configured DSN (Amazon Athena is shown).
  5. Click "OK" to save the new connection.
  6. Back in the Database Connection wizard, select the newly created connection and click "OK." ๐Ÿ‘ A newly added Connection (Amazon Athena is shown).
  7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.

๐Ÿ‘ Building queries interactively with Active Query Builder.

Ready to get started?

Download a free trial of the Microsoft Planner ODBC Driver to get started:

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Learn more:

๐Ÿ‘ Microsoft Planner Icon
Microsoft Planner ODBC Driver

The Microsoft Planner ODBC Driver is a powerful tool that allows you to connect with live data from Microsoft Planner, directly from any applications that support ODBC connectivity.

Access Microsoft Planner data like you would a database - read, write, and update Microsoft Planner Buckets, Plans, Tasks, etc. through a standard ODBC Driver interface.