Smartsheet Dashboards vs Live Data Connector Integrations

tye.gardner35371
tye.gardner35371 ✭
edited 12/09/19 inAPI & Developers

Hi everyone,

Has anyone used the live data connector to integrate with another platform such as Qlik or any other? I know that SM now has the dashboard view, but I do not think it is as powerful as other BI platforms. From what I see, the SM dashboard is a very high level overview and does not give the level of detail that I am looking for. Thoughts? Has anyone integrated? Was it worth it?

Thanks!

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  • Shaine Greenwood
    Shaine Greenwood Employee

    Hello,

    The Live Data Connector relies on the ODBC platform which has its pros and cons, some of which you've touched on in your comment.

    Pros—

    • Syncs data to powerful visualization tools such as Tableau
    • Available at no charge to current Enterprise accounts
    • ODBC allows connection to multiple apps that use the driver (Excel and other open database platforms that have ODBC support)

    缺点-

    • One-way sync (data doesn't flow back into Smartsheet)
    • If you're not on an Enterprise account, you'll need to upgrade (more info on pricing here://www.santa-greenland.com/pricing)
    • Since it relies on ODBC, it isn't supported on most online versions of applications (e.g. Tableau online) or on Mac

    One other thing that you might check out is the Microsoft Power BI integration://www.santa-greenland.com/apps/microsoft-power-bi

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  • Jaye Casciano
    Jaye Casciano ✭✭✭✭✭✭

    Hi Shaine, can you please clarify which "current Enterprise accounts" this is available to? I am fairly certain our Enterprise account as at that level when you posted this comment, but my colleague and I found out just yesterday that evidently we need yet another upgrade to now access the live data connector. We are finding roadblocks like this on many occasions where we seem to be on the top tier plan, then another one gets rolled out or more services are made available and we then find out we would need to upgrade again to access those services. Any insight you have would be much appreciated! Thanks for your time.

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  • Shaine Greenwood
    Shaine Greenwood Employee

    Hi Jaye—

    The best way to find out whether you have access to the ODBC driver is by reaching out to your Customer Success Manager (CSM) or Sales rep here at Smartsheet.

    If you're unfamiliar with who those people are, please submit a支持的票and they can transfer you to the appropriate person.

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Categories

Widgets { get { return widgets; } set { widgets = value; } } When you update the Sight you get a JSON error. The API documentation states Update is for a dashboard name change - this does work ok. Can anyone confirm whether you can or cannot update…","snippet":"The sight object exposes Widgets as a get and a set. public IList Widgets { get { return widgets; } set { widgets = value; } } When you update the Sight you get a JSON…","categoryID":320,"dateInserted":"2023-08-23T16:10:13+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T02:50:25+00:00","insertUserID":136172,"insertUser":{"userID":136172,"name":"BKing","title":"","url":"https:\/\/community.smartsheet.com\/profile\/BKing","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-25T14:24:11+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-08-27T02:45:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":47,"score":null,"hot":3385740638,"url":"https:\/\/community.smartsheet.com\/discussion\/109346\/can-anyone-help-with-the-dashboard-api","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109346\/can-anyone-help-with-the-dashboard-api","format":"Rich","lastPost":{"discussionID":109346,"commentID":392512,"name":"Re: Can anyone help with the Dashboard api?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392512#Comment_392512","dateInserted":"2023-08-25T02:50:25+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-08-27T02:45:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T07:38:40+00:00","dateAnswered":"2023-08-24T00:17:46+00:00","acceptedAnswers":[{"commentID":392255,"body":"

@BKing<\/a> <\/p>

\n \n https:\/\/stackoverflow.com\/questions\/56711545\/is-it-possible-to-change-widget-data-of-dashboards-through-the-smartsheet-api\n <\/a>\n<\/div>


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109281,"type":"question","name":"Bridge and FedEx Module - Authentication Problem","excerpt":"I'm getting an authentication connect issue when trying to run the FedEx Module step in my Bridge job flow. I set up a FedEx Developer Account and created a test new project. When I run the Bridge job I get an error on on the Module run saying, \"failed to execute extension module : Authentication Failed\". I mapped the…","snippet":"I'm getting an authentication connect issue when trying to run the FedEx Module step in my Bridge job flow. I set up a FedEx Developer Account and created a test new project. When…","categoryID":320,"dateInserted":"2023-08-22T16:13:19+00:00","dateUpdated":null,"dateLastComment":"2023-08-25T14:18:51+00:00","insertUserID":148855,"insertUser":{"userID":148855,"name":"cabbsman","url":"https:\/\/community.smartsheet.com\/profile\/cabbsman","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!88cq90f5xTs!8sDpd7uL9Ps!kj4X4avpgGN","dateLastActive":"2023-08-25T14:19:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-25T20:36:29+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":56,"score":null,"hot":3385695730,"url":"https:\/\/community.smartsheet.com\/discussion\/109281\/bridge-and-fedex-module-authentication-problem","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109281\/bridge-and-fedex-module-authentication-problem","format":"Rich","tagIDs":[227,369],"lastPost":{"discussionID":109281,"commentID":392578,"name":"Re: Bridge and FedEx Module - Authentication Problem","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392578#Comment_392578","dateInserted":"2023-08-25T14:18:51+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-25T20:36:29+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/G9UB21M8QHGL\/screenshot-28125-29.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot (125).png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-25T14:00:28+00:00","dateAnswered":"2023-08-25T08:23:46+00:00","acceptedAnswers":[{"commentID":392524,"body":"

Hey @cabbsman<\/a> <\/p>

I'm not sure why you're getting the Authentication error, however I don't believe you need to connect to the developer account to track your FedEx parcel! 🙂<\/span><\/p>

Try disconnecting from the developer account and simply click Connect in the Extension:<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

Hopefully this helps bypass the error. Let me know if that worked for you!<\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":109267,"type":"question","name":"Is there any way to get a sheetID from the KEY retrieved from a sheet access report?","excerpt":"I am a system admin, and we recently had to let go of our other system admin. I am trying to find out what sheets he had access to that I didn't, so I could could access to those sheets. The only way I can compare what I have access to versus was he had access to was a sheet access report, which has a sheet Key, not the…","snippet":"I am a system admin, and we recently had to let go of our other system admin. I am trying to find out what sheets he had access to that I didn't, so I could could access to those…","categoryID":320,"dateInserted":"2023-08-22T15:06:55+00:00","dateUpdated":null,"dateLastComment":"2023-08-23T14:06:57+00:00","insertUserID":137019,"insertUser":{"userID":137019,"name":"Samuel Mueller","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B9G8B70WXQWC\/nKTI46EH9WQOM.jpg","dateLastActive":"2023-08-25T18:19:58+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"updateUserID":null,"lastUserID":137019,"lastUser":{"userID":137019,"name":"Samuel Mueller","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B9G8B70WXQWC\/nKTI46EH9WQOM.jpg","dateLastActive":"2023-08-25T18:19:58+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":43,"score":null,"hot":3385518232,"url":"https:\/\/community.smartsheet.com\/discussion\/109267\/is-there-any-way-to-get-a-sheetid-from-the-key-retrieved-from-a-sheet-access-report","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109267\/is-there-any-way-to-get-a-sheetid-from-the-key-retrieved-from-a-sheet-access-report","format":"Rich","tagIDs":[227,526],"lastPost":{"discussionID":109267,"commentID":392110,"name":"Re: Is there any way to get a sheetID from the KEY retrieved from a sheet access report?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392110#Comment_392110","dateInserted":"2023-08-23T14:06:57+00:00","insertUserID":137019,"insertUser":{"userID":137019,"name":"Samuel Mueller","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B9G8B70WXQWC\/nKTI46EH9WQOM.jpg","dateLastActive":"2023-08-25T18:19:58+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-23T14:05:46+00:00","dateAnswered":"2023-08-23T13:36:46+00:00","acceptedAnswers":[{"commentID":392096,"body":"

Hey @Samuel Mueller<\/a> <\/p>

They key is something you can provide to Support to help them find the specific sheet down the line, if needed. For your purposes, it can help identify different sheets when they have the same name. <\/p>

Here's more information:<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2482665-sheet-access-report\n <\/a>\n<\/div>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":526,"urlcode":"system-admin","name":"system admin"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=320&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":216,"limit":3},"title":"Trending in API & Developers","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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