What are External Reports?

This will describe how Metric Insights interfaces with other 3rd party BI Tools like Tableau, Microstrategy, etc.

When creating a new element, two choices allow you to link to Reports you've already developed in other BI platforms, like Tableau, Crystal Reports, or Microstrategy.  

The difference between an 'External Report' and 'Other External Content' is

  • With an External Report you can actually drill down from another Metric Insights tile into the specified external report passing specified filters to show selected value in External platform.  
  • External Content, however, is just any URL of your choosing that will not be passed any dynamic parameters from Metric Insights.
1. Access New >External Report > BI tool

1.1. Fill in the basics for new External Report

Fill in Basic information and select [Next: define details] to open full Editor.

1.2. You can access optional fields on the Info tab

  1. [6.1.0] As of Release 6.1.0, it is possible to flag elements and then Migrate Content using our Export/Import Migration Scripts. Click for details:  Scripted Migration via Category and Element Editors
  2. Certified: Certification is a means for Admin and Power Users to identify elements that have been approved as being valid and accurate. For details refer to: Certifying an Element
  3. Tags (are referred to as Topics in Versions prior to 5.1): Tags / Topics are used to relate elements to each other for purposes of identifying similar Charts when the See Related drop-down list in the Metric Viewer is populated allowing a more in-depth analysis of trends. For details refer to: Create a Topic / Tag

1.3. Open the Configuration tab

Its contents are based upon the specific BI Tool requirements. Below is an example

  1. Fields vary, but new in V5.5.1 is the option to display Collaboration and Footer information.  The default value is set to show these fields, but may be unchecked to remove them from the Viewer or External Webpage.

This example is using QlikSense as our BI tool. The Configuration of any External Report is specific to each BI tool and so varies. See the following for articles for specifics based on your BI system:

Metric Insights' Plug-ins.

2. Create new External Content (Access New > External Content)

Select a unique Name and add the External Content URL

If you need additional assistance after you select [Next: define details], see How to link to Other External Content

3. External tool authentication

Each URL that Metric Insights will link too will, of course, require some form of log in for that system. Metric Insights will not be able to bypass authentication to any other system.

4. End result

Once External Reports/Content are created, a Business User will be able to seamlessly link to a variety of relevant reports all from their own personal list of favorites or report categories they have access to.

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