How to Visualize Smartsheet 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 Python Connector for Smartsheet, the pandas & Matplotlib modules, and the SQLAlchemy toolkit, you can build Smartsheet-connected Python applications and scripts for visualizing Smartsheet data. This article shows how to use the pandas, SQLAlchemy, and Matplotlib built-in functions to connect to Smartsheet data, execute queries, and visualize the results.

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

Getting Started

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Connecting to Smartsheet Data

Connecting to Smartsheet 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.

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.

Follow the procedure below to install the required modules and start accessing Smartsheet 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 Smartsheet Data in Python

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

engine = create_engine("smartsheet:///?OAuthClientId=MyOauthClientId&OAuthClientSecret=MyOAuthClientSecret&CallbackURL=http://localhost:33333&InitiateOAuth=GETANDREFRESH")

Execute SQL to Smartsheet

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

df = pandas.read_sql("SELECT TaskName, Progress FROM Sheet_Event_Plan_Budget WHERE Assigned = 'Ana Trujilo'", engine)

Visualize Smartsheet Data

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

df.plot(kind="bar", x="TaskName", y="Progress")
plt.show()

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

Free Trial & More Information

Download a free, 30-day trial of the CData Python Connector for Smartsheet to start building Python apps and scripts with connectivity to Smartsheet 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("smartsheet:///?OAuthClientId=MyOauthClientId&OAuthClientSecret=MyOAuthClientSecret&CallbackURL=http://localhost:33333&InitiateOAuth=GETANDREFRESH")
df = pandas.read_sql("SELECT TaskName, Progress FROM Sheet_Event_Plan_Budget WHERE Assigned = 'Ana Trujilo'", engine)

df.plot(kind="bar", x="TaskName", y="Progress")
plt.show()