Bold BI dashboard designer supports connecting SurveyMonkey web services through REST API.
To configure the SurveyMonkey data source, follow the below steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the SurveyMonkey connection in the connection panel.
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.
Note: SurveyMonkey OAuth credentials are required for the Bold BI Embedded Analytics but not needed in the Cloud Analytics Server.
Log in to developer.surveymonkey.com.
Click the Create New App button.
Enter the required details and click the Create App button.
Now, go to the SETTINGS window, enter the OAuth Redirect URL, then click the Submit Changes button.
NOTE: The Bold BI redirect URL should be added in the proper format. Please refer to this URL structure, https://hostname/bi/designer/v1.0/oauth/agent.
Scroll down and select the scopes based on your requirements, and click the Update Scopes button.
You will find the Client Id and Client Secret in the Credentials section of the SETTINGS window.
NOTE: Save the client ID and client secret in Bold BI by following the OAuth Configuration guide for more details.
Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create SurveyMonkey data source.
You can also edit the connection information set here using the Edit Connection option.
|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.|
Replace it in the URL to query a particular conversations:
For more information on the API endpoints available for this data source, refer to their official API Documentation
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.
Now, the data design view page with selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.