Visualize Zendesk Data in TIBCO Spotfire through ADO.NET

TIBCO Spotfire is a data visualization and business intelligence software developed by TIBCO Software Inc. It allows users to connect, visualize, and share insights from various data sources in real-time. Spotfire provides interactive dashboards, data analytics, and predictive analytics capabilities, enabling users to explore data, uncover trends, and make data-driven decisions. It is commonly used in businesses and organizations to analyze large datasets, gain valuable insights, and improve decision-making processes. Learn more at https://www.tibco.com/analytics.

In this article, we will guide you through the process of utilizing the CData ADO.NET Provider for Zendesk within TIBCO Spotfire. You will learn how to establish a connection and build a basic dashboard.

1. Add the CData ADO.NET data source by clicking Add Data Tables.
2. Click Add -> Database.
3. Select the provider and click Configure.
4. Define the connection settings. Below is a typical connection string:

   URL=https://subdomain.zendesk.com;[email protected];Password=test123;InitiateOAuth=GETANDREFRESH;

   Connecting to Zendesk

   To connect, set the URL and provide authentication. The URL is your Zendesk Support URL: https://{subdomain}.zendesk.com.

   Authenticating to Zendesk

   You can authenticate using the Basic or OAuth methods.

   Using Basic Authentication

   To use Basic authentication, specify your email address and password or your email address and an API token. Set User to your email address and follow the steps below to provide the Password or ApiToken.

   • Enable password access in the Zendesk Support admin interface at Admin > Channels > API.
   • Manage API tokens in the Zendesk Support Admin interface at Admin > Channels > API. More than one token can be active at the same time. Deleting a token deactivates it permanently.

   Using OAuth Authentication

   See the Getting Started guide in the CData driver documentation for an authentication guide.

   When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   👁 Connection properties in the Configure Data Source Connection dialog. (Salesforce is shown.)
   
5. Select the tables that you want to add to the dashboard. This example uses Tickets. You can also specify an SQL query. The driver supports the standard SQL syntax. 👁 Tables and columns selected in the tree or specified by an SQL query. (Salesforce is shown.)
   
6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

   If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Subject in the Numbers section and Id in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)
   

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.