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URL: https://www.cdata.com/kb/tech/smartsheet-odata-infragistics-reveal.rst

⇱ Analyze Smartsheet Data in Infragistics Reveal

Analyze Smartsheet Data in Infragistics Reveal

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData API Server to create an OData API on top of Smartsheet data and visualize live Smartsheet data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Smartsheet data. The CData API Server generates an OData API for Smartsheet, which is natively consumable in Reveal. In this article, we walk through connecting to Smartsheet in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

About Smartsheet Data Integration

CData provides the easiest way to access and integrate live data from Smartsheet. Customers use CData connectivity to:

  • Read and write attachments, columns, comments and discussions.
  • View the data in individuals cells, report on cell history, and more.
  • Perform Smartsheet-specific actions like deleting or downloading attachments, creating, copying, deleting, or moving sheets, and moving or copying rows to another sheet.

Users frequently integrate Smartsheet with analytics tools such as Tableau, Crystal Reports, and Excel. Others leverage our tools to replicate Smartsheet data to databases or data warehouses.


Getting Started


Connect to Smartsheet from API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
  2. Select "Smartsheet" 👁 Selecting a Connector (Salesforce is shown).
  3. Enter the necessary authentication properties to connect to Smartsheet.

    Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, register an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

    However, for testing purposes you can instead use the Personal Access Token you get when you create an application; set this to the OAuthAccessToken connection property.

    👁 Configuring a connection (Salesforce is shown).

Add Smartsheet Resource Definitions in API Server

After connecting to Smartsheet, create Resources, which represent API endpoints for Smartsheet data.

  1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
  2. Select the Smartsheet connection 👁 Selecting a connection (Salesforce is shown)
  3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

Add an API Server User

Create a User to connect to Smartsheet from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the Smartsheet Connection and Resource(s) 👁 Creating a new user
👁 API Server users

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

👁 Configuring CORS settings

Create a Dashboard in Reveal

With the API Server configured, we can visualize Smartsheet data in Reveal.

  1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
  2. Click Data Source -> OData Feed 👁 Adding a new OData data source
  3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
  4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
  5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live Smartsheet data. For more information on creating OData feeds from Smartsheet (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Smartsheet data in tools that consume OData APIs.