Trello to QuickSight

This page provides you with instructions on how to extract data from Trello and analyze it in Amazon QuickSight. (If the mechanics of extracting data from Trello seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is Trello?

Trello is a collaboration tool that organizes projects into boards, each of which can be filled with lists of notes that outline tasks for a team, complete with photos, documents, and other attachments. It includes tools to comment and collaborate among teammates. You can use it as a web-based project management application.

What is QuickSight?

Amazon QuickSight is the AWS business intelligence tool for creating dashboards and visualizations. Users are charged per session only for the time when they access dashboards or reports. QuickSight supports a variety of data sources, such as individual databases (Amazon Aurora, MariaDB, and Microsoft SQL Server), data warehouses (Amazon Redshift and Snowflake), and SaaS sources (Adobe Analytics, GitHub, and Salesforce), along with several common standard file formats.

Getting data out of Trello

To claim your data from Trello, you can extract it from Trello's servers using the Trello API, a REST API that exposes endpoints that provide information on boards, lists, cards, and actions. For instance, to get data about a list, you might run /lists/[id].

Sample Trello data

The Trello API returns JSON-formatted data. Here's an example of the kind of response you might see when querying for the details of a list.

[{
    "id": "4efe314cc72846af4e00008a",
    "data": {
        "list": {
            "id": "4eea4ffc91e31d174600004a",
            "name": "To Do Soon"
        },
        "board": {
            "id": "4eea4ffc91e31d1746000046",
            "name": "Example Board"
        },
        "old": {
            "name": "To Do Later"
        }
    },
    "date": "2017-12-30T21:46:52.874Z",
    "idMemberCreator": "4ee7deffe582acdec80000ac",
    "type": "updateList",
    "memberCreator": {
        "id": "4ee7deffe582acdec80000ac",
        "avatarHash": null,
        "fullName": "Joe Tester",
        "initials": "JT",
        "username": "joetester"
    }
}, {
    "id": "4efe3147c72846af4e00006d",
    "data": {
        "list": {
            "id": "4eea4ffc91e31d174600004a",
            "name": "To Do Later"
        },
        "board": {
            "id": "4eea4ffc91e31d1746000046",
            "name": "Example Board"
        },
        "old": {
            "name": "To Do Eventually"
        }
    },
    "date": "2017-12-30T21:46:47.843Z",
    "idMemberCreator": "4ee7deffe582acdec80000ac",
    "type": "updateList",
    "memberCreator": {
        "id": "4ee7deffe582acdec80000ac",
        "avatarHash": null,
        "fullName": "Joe Tester",
        "initials": "JT",
        "username": "joetester"
    }
}]

Preparing Trello data

This part can get tricky: You need to parse the JSON in the API response and map each field to a corresponding table in the destination database. You'll need a solid handle on the datatypes for each endpoint. The Stitch Trello Docs can give you a sense of what datatypes will come through the API.

Loading data into QuickSight

You must replicate data from your SaaS applications to a data warehouse (such as Redshift) before you can report on it using QuickSight. Once you specify a data source you want to connect to, you must specify a host name and port, database name, and username and password to get access to the data. You then choose the schema you want to work with, and a table within that schema. You can add additional tables by specifying them as new datasets from the main QuickSight page.

Using data in QuickSight

QuickSights provides both a visual report builder and the ability to use SQL to select, join, and sort data. QuickSight lets you combine visualizations into dashboards that you can share with others, and automatically generate and send reports via email.

Keeping Trello data up to date

At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.

Instead, identify key fields that your script can use to bookmark its progression through the data and use to pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in Trello.

And remember, as with any code, once you write it, you have to maintain it. If Trello modifies its API, or the API sends a field with a datatype your code doesn't recognize, you may have to modify the script. If your users want slightly different information, you definitely will have to.

From Trello to your data warehouse: An easier solution

As mentioned earlier, the best practice for analyzing Trello data in Amazon QuickSight is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Trello to Redshift, Trello to BigQuery, Trello to Azure Synapse Analytics, Trello to PostgreSQL, Trello to Panoply, and Trello to Snowflake.

Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data automatically, making it easy to integrate Trello with Amazon QuickSight. With just a few clicks, Stitch starts extracting your Trello data, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Amazon QuickSight.