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Getting Data
Connecting to Data Sources
release 5.0
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release 5.0
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Topics
1. General Information about Data Sources
23
1.1 Understanding Data Sources
1.2 Overview of using existing Elements as Data Sources
1.3 Insightd System Requirements
1.4 MI Preflight: Plugin pre-check tool
1.5 Create New SQL Data Source
1.6 Create a New Plugin Data Source
1.7 What does the Refresh Metadata button do?
1.8 Metric Insights' Plugins
1.9 MIQL Syntax Guide for Plugins
1.10 Populate a Data Source with an uploaded List of Reports
1.11 Getting data from the Metric Insights database
1.12 Plugin URL Editor
1.13 Handling Date/Time columns for various Plugins
1.14 External Report Auto Synchronization Overview
1.15 Create External Report Template
1.16 Supported Time and Date Formats
1.17 On-Demand Element Creation
1.18 Configure Plugin Parameter Values via Plugin Config Page
1.19 Building Reliability into Data Collection
1.20 Advanced Data Source Configuration
1.21 Understanding Setup Image
1.22 Long Images Display
1.23 Using the Compact mode for External Reports
2. Storing Data
2
2.1 Storing data in Microsoft SQL Server 2016+
2.2 Setting up Windows Server Shared Folder
3. How to Link to External BI Tools
7
3.1 External Report Overview
3.2 Filtering in External Reports
3.3 How to omit Filters from External Reports
3.4 Setting Element's Discoverability
3.5 Create a New External Report Type
3.6 External Content Overview
3.7 Why do I see an empty page when I set my External Report to display in Viewer?
4. Configuring Remote Data Processors
4
4.1 Configuring a Remote Data Processor (v6+)
4.2 Configuring a Remote Data Processor on Windows Servers
4.3 Upgrading Insightd on Windows Servers
4.4 Upgrading Insightd on Linux Servers
5. JDBC Connections
3
5.1 Establish a JDBC Connection
5.2 Validation errors: "Value '0000-00-00' can not be represented as java.sql.Date"
5.3 Add a New JDBC Driver (v6.1+)
6. Sourcing Data from Adobe Workfront
3
6.1 Establish Connectivity to Adobe Workfront
6.2 Create Dataset from Adobe Workfront
6.3 Adobe Workfront Plugin Capabilities
7. Sourcing Data from Amazon QuickSight
4
7.1 Amazon QuickSight Plugin Capabilities
7.2 Prerequisites for Connecting to Amazon QuickSight
7.3 Establish Connectivity to Amazon QuickSight
7.4 Create External Report from Amazon QuickSight
8. Sourcing Data from Amazon S3 Plugin
3
8.1 Establish Connectivity to Amazon S3
8.2 Create a Dataset from Amazon S3
8.3 Create an External Report from Amazon S3
9. Sourcing Data from Athena
2
9.1 Establish Connectivity to Amazon Athena
9.2 Create Dataset from Amazon Athena
10. Sourcing Data from Apache Superset
3
10.1 Apache Superset Plugin Capabilities
10.2 Establish Connectivity to Apache Superset
10.3 Create External Report from Apache Superset
11. Sourcing Data from Apple App Store Connect
2
11.1 Establish Connectivity to Apple App Store Connect
11.2 Create Dataset from Apple App Store Connect
12. Sourcing Data from Atlassian Confluence
2
12.1 Establish Connectivity to Atlassian Confluence
12.2 Create a Dataset from Atlassian Confluence
13. Sourcing Data from Atlassian Jira
3
13.1 Establish Connectivity to Atlassian Jira
13.2 Create Dataset from Atlassian Jira
13.3 Atlassian Jira Plugin Capabilities
14. Sourcing Data from Azure Analysis Services
2
14.1 Establish Connectivity to Azure Analysis Services
14.2 Create Dataset from Azure Analysis Services
15. Sourcing Data from Azure Data Lake Storage
3
15.1 Establish Connectivity to Azure Data Lake Storage
15.2 Create Dataset from Azure Data Lake Storage
15.3 Azure Data Lake Storage Plugin Capabilities
16. Sourcing Data from Azure DevOps
3
16.1 Establish Connectivity to Azure DevOps
16.2 Create Dataset from Azure DevOps
16.3 Create External Report from Azure DevOps
17. Sourcing Data from Cognos
5
17.1 IBM Cognos Plugin Capabilities
17.2 Establish Connectivity to IBM Cognos
17.3 Create Dataset from IBM Cognos
17.4 External Report Auto Synchronization for IBM Cognos
17.5 Pre-Filtering Cognos Data (Dataset Example)
18. Sourcing Data from Databricks
2
18.1 Establish Connectivity to Databricks
18.2 Create Dataset from Databricks
19. Sourcing Data from Denodo
2
19.1 Establish Connectivity to Denodo
19.2 Create Dataset and Report from Denodo
20. Sourcing Data from Domo
7
20.1 Domo Plugin Capabilities
20.2 Prerequisites for Connecting to Domo
20.3 Establish Connectivity to Domo
20.4 Create Dataset from Domo
20.5 Filtering in Domo External Reports
20.6 Create External Report from Domo Card
20.7 Create External Report from Domo Dashboard
21. Sourcing Data from Dropbox Paper
3
21.1 Prerequisites for Connecting to Dropbox Paper
21.2 Establish Connectivity to Dropbox Paper
21.3 Create External Report from Dropbox Paper
22. Sourcing Data from File Metadata Plugin
3
22.1 Establish Connectivity to File Metadata
22.2 Create Dataset from File Metadata
22.3 File Metadata Plugin Capabilities
23. Sourcing Data from FlexIt Analytics
3
23.1 Establish Connectivity to FlexIt Analytics
23.2 Create Dataset from FlexIt Analytics
23.3 FlexIt Analytics Plugin Capabilities
24. Sourcing Data from Graphite
2
24.1 Establish Connectivity to Graphite
24.2 Create Dataset from Graphite
25. Sourcing Data from HTTP Server
3
25.1 Establish Connectivity to Files via HTTP Plugin
25.2 Create a Dataset with the HTTP Plugin
25.3 Create an External Report with the HTTP Plugin
26. Sourcing Data from Local Filesystem
5
26.1 Establish Connectivity to Local Filesystem
26.2 Create a Dataset from Local Filesystem
26.3 Create External Content from Local Filesystem
26.4 Viewer for Excel, Word, PowerPoint from Local Filesystem
26.5 Configure File Groups for Other External Content
27. Sourcing Data from Looker
5
27.1 Looker Plugin Capabilities
27.2 Establish Connectivity to Looker
27.3 Create Dataset from Looker
27.4 Create External Report from Looker
27.5 Find Filter Names and Values in Looker
28. Sourcing Data from Microsoft Purview
3
28.1 Prerequisites for Connecting to Microsoft Purview
28.2 Establish Connectivity to Microsoft Purview
28.3 Create Dataset from Microsoft Purview
29. Sourcing Data from Microsoft SharePoint Online
10
29.1 Create Permissions for SharePoint Online
29.2 Prerequisites for Connecting to Microsoft SharePoint Online
29.3 Establish Connectivity to Microsoft SharePoint and OneDrive
29.4 Create Dataset from Microsoft SharePoint Lists
29.5 Create Dataset from Microsoft SharePoint Excel Workbooks
29.6 Create External Content with Microsoft SharePoint
29.7 Configure Custom Field Data Synchronization for Microsoft SharePoint
29.8 Configure Sending Attachments via Bursts for MS SharePoint
29.9 Configure File Groups for Other External Content
29.10 Configure External Content Auto Synchronization
30. Sourcing Data from Microsoft SharePoint Server
5
30.1 Establish Connectivity to Microsoft SharePoint Server 2019
30.2 Create Dataset from Microsoft SharePoint Lists
30.3 Create Dataset from Microsoft SharePoint Excel Workbooks
30.4 Create External Content with Microsoft SharePoint
30.5 Configure Kerberos Auth for SharePoint Server 2019 Plugin
31. Sourcing Data from Microsoft SSRS
6
31.1 Microsoft SSRS Plugin Capabilities
31.2 Establish Connectivity to Microsoft SSRS
31.3 Create External Report form Microsoft SSRS
31.4 Create Metric from Microsoft SSRS
31.5 How SSRS Report Data Is Obtained
31.6 Pre-Filtering Microsoft SSRS Data (Dataset Example)
32. Sourcing Data from MicroStrategy
6
32.1 MicroStrategy Plugin Capabilities
32.2 Establish Connectivity to MicroStrategy
32.3 Create Dataset from MicroStrategy
32.4 External Report Auto Synchronization for MicroStrategy
32.5 Pre-Filtering MicroStrategy Data (Dataset example)
32.6 Create a Dimension with values automatically fetched from MicroStrategy
33. Sourcing Data from MicroStrategy Cube
3
33.1 Establish Connectivity to MicroStrategy Cube
33.2 Create Dataset from MicroStrategy Cube
33.3 MicroStrategy Cube Plugin Capabilities
34. Sourcing Data from MI Portal Pages
2
34.1 Establish Connectivity to MI Portal Page
34.2 Create External Report from MI Portal Page
35. Sourcing Data from MongoDB
3
35.1 Establish Connectivity to MongoDB
35.2 How to Collect Data using MongoDB Plug-in
35.3 MongoDB Plugin Capabilities
36. Sourcing Data from MS SQL Server
2
36.1 Configure Active Directory Service Principal Auth
36.2 Establish Connectivity to MS SQL Server
37. Sourcing Data from QlikView
10
37.1 QlikView Plugin Capabilities
37.2 QlikView Overview
37.3 Download Instructions for PoC
37.4 Prerequisites to Connecting to QlikView Server
37.5 Establish Connectivity to QlikView
37.6 Find Filter Names and Aliases in QlikView
37.7 Create External Report from QlikView
37.8 External Report Auto Synchronization for QlikView
37.9 Filtering in QlikView External Reports
37.10 Create a Dimension with values fetched from QlikView
38. Sourcing Data from RSS
2
38.1 Establish connectivity to RSS
38.2 How to collect data using RSS plugin
39. Sourcing Data from Salesforce Reports
4
39.1 Establish Connectivity to Salesforce Reports
39.2 Create Dataset from Salesforce Reports
39.3 Embedding MI Content in Visualforce Pages
39.4 Salesforce Integration Architecture
40. Sourcing Data from Salesforce SOQL
7
40.1 Salesforce Reports vs Salesforce SOQL: key distinctions
40.2 Setting Up Salesforce OAuth
40.3 Establish Connectivity to Salesforce SOQL
40.4 Create Metric from Salesforce SOQL
40.5 Why does my Salesforce OAuth token expire?
40.6 Embedding MI Content in Visualforce Pages
40.7 Salesforce Integration Architecture
41. Sourcing Data from SAP Analytics Cloud
5
41.1 SAP Analytics Cloud Plugin Capabilities
41.2 Establish Connectivity to SAP Analytics Cloud
41.3 Filtering in SAP Analytics Cloud External Reports
41.4 Create External Report from SAP Analytics Cloud
41.5 External Report Auto Synchronization for SAP Analytics Cloud
42. Sourcing Data from SAP BusinessObjects
5
42.1 SAP Business Objects Plugin Capabilities
42.2 Establish Connectivity to SAP BusinessObjects
42.3 Create Dataset from SAP BusinessObjects
42.4 External Report Auto Synchronization for SAP Business Objects
42.5 Pre-Filtering SAP BusinessObjects Data (Dataset Example)
43. Sourcing Data from SAP HANA
2
43.1 Establish Connectivity to SAP HANA
43.2 Create Dataset from SAP HANA
44. Sourcing Data from Script Plugin
3
44.1 Configure Scripts for Dataset Creation
44.2 Establish Connectivity to Script Plugin
44.3 Create a Dataset from Script Plugin
45. Sourcing Data from ServiceNow
4
45.1 ServiceNow Plugin Capabilities
45.2 Establish Connectivity to ServiceNow
45.3 Create Dataset from ServiceNow
45.4 Create External Report from ServiceNow
46. Sourcing Data from S/FTP Server
3
46.1 Establish Connectivity to S/FTP Server
46.2 Create a Dataset using S/FTP
46.3 Create an External Report using S/FTP
47. Sourcing Data from R Shiny
1
47.1 Create External Content from R Shiny
48. Sourcing Data from Sigma
5
48.1 Sigma Plugin Capabilities
48.2 Prerequisites for Connecting to Sigma
48.3 Establish Connectivity to Sigma
48.4 Create Dataset from Sigma
48.5 Create External Report from Sigma
49. Sourcing Data from Sisense
5
49.1 Establish Connectivity to Sisense
49.2 How to collect data from Sisense
49.3 How to create an External Report from Sisense
49.4 Create a Dimension with values automatically fetched from Sisense
49.5 How to Find Filter Names and Values in Sisense
50. Sourcing Data from Splunk
3
50.1 Establish Connectivity to Splunk
50.2 Create a Dataset from Splunk
50.3 Create an External Report from Splunk
51. Sourcing Data from Tibco Spotfire
9
51.1 TIBCO Spotfire Plugin Capabilities
51.2 Prerequisites for Connecting to TIBCO Spotfire (prior to v10.3 )
51.3 Prerequisites for Connecting to TIBCO Spotfire (v10.3+)
51.4 Configure Kerberos Auth on TIBCO Spotfire Server
51.5 Establish Connectivity to TIBCO Spotfire Analytics
51.6 Create Dataset from TIBCO Spotfire Analytics
51.7 Create External Report from TIBCO Spotfire Analytics
51.8 External Report Auto Synchronization for TIBCO Spotfire
51.9 Create External Report Template
52. Sourcing Data from Tibco WebFOCUS
4
52.1 Establish Connectivity to TIBCO WebFOCUS
52.2 Create External Report from TIBCO WebFOCUS
52.3 Create External Report Template
52.4 Tibco WebFOCUS Plugin Capabilities
53. Sourcing Data from ThoughtSpot
5
53.1 ThoughtSpot Plugin Capabilities
53.2 Establish Connectivity to ThoughtSpot
53.3 Create Dataset from ThoughtSpot
53.4 Create External Report from ThoughtSpot
53.5 ThoughtSpot Integration Options
54. Sourcing Data from Trino
2
54.1 Establish Connectivity to Trino
54.2 Create Dataset from Trino
55. Sourcing Data from UptimeRobot
3
55.1 Establish Connectivity to UptimeRobot
55.2 Create Dataset Using UptimeRobot
55.3 Uptime Robot Plugin Capabilities
56. Sourcing Data from Zendesk
3
56.1 Obtaining Credentials for Zendesk Plugin (prior to v6.2.3)
56.2 Establish Connectivity to Zendesk
56.3 Create Dataset from Zendesk
57. Sourcing Data from Zendesk Explore
2
57.1 Establish Connectivity to Zendesk Explore
57.2 Create External Report from Zendesk Explore
Generate Manual PDF
Other Resources
Getting Started
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows
Getting Data
Connecting to Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services
Creating Content
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Portal Pages
Alerting
Alerting
Collaboration and Sharing
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations
System Administration
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes