Asana Connector for SSRSRead and write data related to Tasks, Projects, Workspaces, Portfolios, TimeEntries, Memberships and more. In this article you will learn how to quickly and efficiently integrate Asana data in SSRS without coding. We will use high-performance Asana Connector to easily connect to Asana and then access the data inside SSRS. Let's follow the steps below to see how we can accomplish that! Asana Connector for SSRS is based on ZappySys API Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few. |
Connect to Asana in other apps
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Video Tutorial - Integrate Asana data in SSRS
This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:
- How to download and install the required PowerPack for
Asana integration in SSRS - How to configure the connection for
Asana - Features of the
ZappySys API Driver (Authentication / Query Language / Examples / Driver UI) - How to use the
Asana in SSRS
Create Data Source in ZappySys Data Gateway based on API Driver
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Download and install ODBC PowerPack.
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Search for gateway in start menu and Open ZappySys Data Gateway:
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Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
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Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.
AsanaDSN
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When the Configuration window appears give your data source a name if you haven't done that already, then select "Asana" from the list of Popular Connectors. If "Asana" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
AsanaDSNAsana -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
Steps how to get and use Asana credentials
Here is how to obtain a Personal Access Token (PAT) in Asana:-
Open My apps in Asana portal
and click Create new token button:
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Once a popup opens, name your new token:
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Then click Copy button to copy the token:
- Now go to SSIS package or ODBC data source and use this token in Personal Access Token authentication configuration.
- Choose Default Workspace and Default Project to work with.
- Click Test Connection to confirm the connection is working.
- Done! Now you are ready to use Asana Connector!
Fill in all required parameters and set optional parameters if needed:
AsanaDSNAsanaPersonal Access Token [Http]https://app.asana.com/api/1.0Required Parameters Enter Token (Personal Access Token - PAT) Fill-in the parameter... Default Workspace Fill-in the parameter... Default Project Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True Steps how to get and use Asana credentials
Here is how to register an OAuth app in Asana:-
Open My apps in Asana portal
and click Create new app button:
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Once a popup opens, name your app and check two options, and click Create app button:
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Then copy Client ID and Client secret and save them in a file (we will need them for authentication):
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Continue by selecting OAuth menu item on your left and click Add redirect URL button (you can have your own or use
https://zappysys.com/oauth
): - Proceed by clicking on the Manage distribution section on your left.
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Then specify workspaces your app needs to access (use Any workspace to access them all):
- Once you do that, click Save changes button.
- Now go to SSIS package or ODBC data source and use Client ID, Client Secret, and Redirect URL in OAuth app authentication configuration.
- When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
- Choose Default Workspace and Default Project to work with.
- Click Test Connection to confirm the connection is working.
- Done! Now you are ready to use Asana Connector!
Fill in all required parameters and set optional parameters if needed:
AsanaDSNAsanaOAuth app [OAuth]https://app.asana.com/api/1.0Required Parameters ClientId Fill-in the parameter... Client Secret Fill-in the parameter... Default Workspace (** Select after Token is generated **) Fill-in the parameter... Default Project (** Select after Token is generated **) Fill-in the parameter... Optional Parameters Permissions default Redirect URL https://zappysys.com/oauth RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True -
Open My apps in Asana portal
and click Create new token button:
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Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:
ZappySys API Driver - AsanaRead and write data related to Tasks, Projects, Workspaces, Portfolios, TimeEntries, Memberships and more.AsanaDSN -
Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in SSRS to retrieve data from Asana. Hit OK button to use this query in the next step.
SELECT * FROM Workspaces
Some parameters configured in this window will be passed to the Asana API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful datamuch faster . -
Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in SSRS:
ZappySys API Driver - AsanaRead and write data related to Tasks, Projects, Workspaces, Portfolios, TimeEntries, Memberships and more.AsanaDSNSELECT * FROM Workspaces
You can also access data quickly from the tables dropdown by selecting <Select table>.AWHERE
clause,LIMIT
keyword will be performed on the client side, meaning that thewhole result set will be retrieved from the Asana API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Asana servers). -
Click OK to finish creating the data source.
Read data in SSRS from ZappySys Data Gateway
- Open Visual Studio and create a new SSRS project
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Then add a new Shared Data Source (you can create a non-shared data source inside report too):
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Continue with creating the Shared Data Source. Select Microsoft SQL Server as Type and hit Build button to proceed further:
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Once a window opens, configure it similarly. Configure "AsanaDSN" as database name. Finally, hit Test Connection and OK:
AsanaDSN -
Another window opens, and it should look similarly to this one below which ends the creation of a Data Source:
DataSource=localhost,5000;Initial Catalog=AsanaDSN -
Now it's time to create a Dataset. If you don't have a report created, in one of the wizard's steps it will look like this:
SELECT * FROM Workspaces -
Finally, once you complete the report, similar results will show up:
Passing Parameters to SSRS Report / Filter data
If you want to parameterize your report, then refer to this article
Actions supported by Asana Connector
Learn how to perform common Asana actions directly in SSRS with these how-to guides:
- Download Attachment
- Download Multiple Attachments
- Get Allocations
- Get Attachments (For Project refer to Key-Resources Upload only)
- Get Goals
- Get Memberships
- Get Portfolio Custom Fields
- Get Portfolios
- Get Project (Single)
- Get Project Custom Fields
- Get Project Section
- Get Project Sections
- Get Projects
- Get Sub Tasks
- Get Tags
- Get Task (Single)
- Get Tasks
- Get Time Tracking Entries
- Get User (Single)
- Get User Task Lists
- Get Users
- Get Workspace (Single)
- Get Workspace Custom Fields
- Get Workspace Tasks
- Get Workspace Teams
- Get Workspaces
- Search Tasks (Advanced Filter)
- Generic Request
- Generic Request (Bulk Write)
Conclusion
In this article we showed you how to connect to Asana in SSRS and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Asana, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).
We encourage you to download Asana Connector for SSRS and see how easy it is to use it for yourself or your team.
If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.
Download Asana Connector for SSRS Documentation
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