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URL: https://www.cdata.com/kb/tech/servicenow-cloud-qlikcloud.rst

⇱ Create Apps from ServiceNow Data in Qlik Sense Cloud


Create Apps from ServiceNow Data in Qlik Sense Cloud

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to ServiceNow Data and build apps from live ServiceNow data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. CData Connect AI creates a live connection to ServiceNow. By pairing Qlik Sense Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources β€” no need to migrate your data or write your integrations. Simply connect to Connect AI from Qlik Sense Cloud and get instant, live access to your ServiceNow data.

In this article, we walk through two connections:

  1. Connecting to ServiceNow in Connect AI
  2. Connecting to Connect AI from Qlik Sense Cloud to create a model and build a simple dashboard

About ServiceNow Data Integration

CData simplifies access and integration of live ServiceNow data. Our customers leverage CData connectivity to:

  • Get optimized performance since CData uses the REST API for data and the SOAP API for schema.
  • Read, write, update, and delete ServiceNow objects like Schedules, Timelines, Questions, Syslogs and more.
  • Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
  • Securely authenticate with ServiceNow, including basic (username and password), OKTA, ADFS, OneLogin, and PingFederate authentication schemes.

Many users access live ServiceNow data from preferred analytics tools like Tableau, Power BI, and Excel, and use CData solutions to integrate ServiceNow data with their database or data warehouse.


Getting Started


Configure ServiceNow Connectivity for Qlik Sense Cloud

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "ServiceNow" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to ServiceNow.

    ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, specify the Instance, Username, and Password connection properties.

    See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add ServiceNow Connection page and update the User-based permissions. πŸ‘ 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. πŸ‘ 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 ServiceNow data from Qlik Sense Cloud.

Create a Qlik Sense App from ServiceNow Data

This section explains how to add ServiceNow data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app πŸ‘ Creating a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources πŸ‘ Selecting a connector
  5. Select the Microsoft SQL Server connector and set the configuration properties.
    • Set Server to tds.cdata.com
    • Set Port to 14333
    • Set Database to the connection you created (e.g. ServiceNow1)
    • Set User name to the Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    πŸ‘ Configuring the connection
  6. Select an owner for the connection
  7. Select a ServiceNow entity (Table) to view πŸ‘ Adding data to the app (Salesforce is shown.)
  8. Click Next, configure the model, and load the data into Qlik Sense.

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. You can build custom visualizations, reports, and dashboards engineered to gain actionable insights into your ServiceNow data.

πŸ‘ Generating insights on live data (Salesforce is shown.)

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live ServiceNow data. For more information on creating OData feeds from ServiceNow (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live ServiceNow data in Qlik Sense Cloud.