Build OneNote-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect AI, you get access to your OneNote data directly from your datapine visualizations and dashboards. This article describes connecting to OneNote in CData Connect AI and building a simple OneNote-connected visualization in datapine.

CData Connect AI provides a pure SQL Server interface for OneNote, allowing you to query data from OneNote without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to OneNote, leveraging server-side processing to return the requested OneNote data quickly.

Configure OneNote Connectivity for datapine

Connectivity to OneNote from datapine is made possible through CData Connect AI. To work with OneNote data from datapine, we start by creating and configuring a OneNote connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "OneNote" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to OneNote.

   OneNote uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation for more information.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add OneNote Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to OneNote data from datapine.

Connecting to OneNote from datapine

Once you configure your connection to OneNote in Connect AI, you are ready to connect to OneNote from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. OneNote1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
   👁 Configuring the connection to CData Connect AI
   
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed" 👁 Selecting tables and fields to visualize (Salesforce is shown)
   
6. In the References step, define any relationships between your selected tables and click "Save and Proceed" 👁 Defining foreign key relationships
   
7. In the Data Transfer step, click "Go to Analyzer"

Visualize OneNote Data in datapine

After connecting to CData Connect AI, you are ready to visualize your OneNote data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to OneNote from datapine, you are now able to visualize and analyze real-time OneNote data no matter where you are. To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect AI today!