How to Visualize PivotalTracker Data in Python with pandas

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python, the pandas & Matplotlib modules, and the SQLAlchemy toolkit, you can build PivotalTracker-connected Python applications and scripts for visualizing PivotalTracker data. This article shows how to use the pandas, SQLAlchemy, and Matplotlib built-in functions to connect to PivotalTracker data, execute queries, and visualize the results.

With built-in optimized data processing, the CData Python Connector offers unmatched performance for interacting with live PivotalTracker data in Python. When you issue complex SQL queries from PivotalTracker, the driver pushes supported SQL operations, like filters and aggregations, directly to PivotalTracker and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to PivotalTracker Data

Connecting to PivotalTracker data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

Start by setting the Profile connection property to the location of the PivotalTracker Profile on disk (e.g. C:\profiles\PivotalTracker.apip). Next, set the ProfileSettings connection property to the connection string for PivotalTracker (see below).

PivotalTracker API Profile Settings

Navigate to your Pivotal Tracker Profile settings and locate the API token section to copy your unique API token.

Follow the procedure below to install the required modules and start accessing PivotalTracker through Python objects.

Install Required Modules

Use the pip utility to install the pandas & Matplotlib modules and the SQLAlchemy toolkit:

pip install pandas
pip install matplotlib
pip install sqlalchemy

Be sure to import the module with the following:

import pandas
import matplotlib.pyplot as plt
from sqlalchemy import create_engine

Visualize PivotalTracker Data in Python

You can now connect with a connection string. Use the create_engine function to create an Engine for working with PivotalTracker data.

engine = create_engine("api:///?Profile=C:\profiles\PivotalTracker.apip&ProfileSettings='APIKey=your_api_token'")

Execute SQL to PivotalTracker

Use the read_sql function from pandas to execute any SQL statement and store the resultset in a DataFrame.

df = pandas.read_sql("SELECT AccountId, Id FROM AccountMemberships WHERE Admin = 'true'", engine)

Visualize PivotalTracker Data

With the query results stored in a DataFrame, use the plot function to build a chart to display the PivotalTracker data. The show method displays the chart in a new window.

df.plot(kind="bar", x="AccountId", y="Id")
plt.show()

👁 PivotalTracker data in a Python plot (Salesforce is shown).

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps and scripts with connectivity to PivotalTracker data. Reach out to our Support Team if you have any questions.

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Full Source Code

import pandas
import matplotlib.pyplot as plt
from sqlalchemy import create_engin

engine = create_engine("api:///?Profile=C:\profiles\PivotalTracker.apip&ProfileSettings='APIKey=your_api_token'")
df = pandas.read_sql("SELECT AccountId, Id FROM AccountMemberships WHERE Admin = 'true'", engine)

df.plot(kind="bar", x="AccountId", y="Id")
plt.show()