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Connecting Bold BI to SurveyMonkey data source

Bold BI dashboard designer supports connecting SurveyMonkey web services through REST API.

Choose SurveyMonkey data source

To configure the SurveyMonkey data source, follow the below steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

  2. Click CREATE NEW to launch a new connection from the connection panel.

  3. Select the SurveyMonkey connection in the connection panel.

    Choose data source

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.

Choose data source from server

Create SurveyMonkey data source

Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create SurveyMonkey data source.

  1. Enter a name and description (optional) for the data source.
  2. Click the API Endpoints down drop box and choose the required endpoint.
  3. Enter a valid REST API endpoint in the URL textbox. Refer the SurveyMonkey API documentation for more details.
  4. Click Custom Url to enter the URL manually.
  5. Select GET method for the REST API in Method combo box.
  6. In Max Rows, enter the maximum number of rows to be fetched from the SurveyMonkey data source. This value is used to fetch the data from SurveyMonkey data source via pagination.
  7. Choose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.
  8. Select JSON data type in Data Format combo box.

Data source preview

You can also edit the connection information set here using the Edit Connection option.

Additional information

Max Rows Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
Refresh Settings Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date.

Setting up the URL

  1. Query the Survey Details endpoint.
  2. From the listed information get the survey id for the connected account.

Replace it in the URL to query a particular conversations:

https://api.surveymonkey.com/v3/surveys/<:surveyid>/details

Sample queries

Survey Categories

https://api.surveymonkey.com/v3/survey_categories

Survey Templates

https://api.surveymonkey.com/v3/survey_templates

Preview and data import

  • Click Preview & Connect to connect with the configurations set.

  • The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from SurveyMonkey Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.

    Preview

  • Now, the data design view page with selected table schema opens. Drag and drop the table. Query Editor

  • Click Save to save the data source with a relevant name.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough