Open support ticket Help & Documentation

Help & Documentation

Connecting to Data Sources

1. General Information about Data Sources
- 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 Plug-ins
- 1.14 Content Auto Synchronization
- 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
- 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
- 2.1 Storing data in Microsoft SQL Server 2016+
- 2.2 Installing a Microsoft SQL Agent to improve INSERT performance when storing data in SQL Storage
- 2.3 Setting up Windows Server Shared Folder
3. How to Link to External BI Tools
- 3.1 External Report Overview
- 3.2 Filtering in External Reports
- 3.3 How to omit Filters from External Reports
- 3.4 Make External Reports Discoverable - Obsolete
- 3.5 Set Discoverability & Custom Access Requests
- 3.6 Create a New External Report Type
- 3.7 External Content Overview
- 3.8 Why do I see an empty page when I set my External Report to display in Viewer?
- 3.9 Handle "All Values" as Filter Value in Tableau
4. Configuring Remote Data Processors
- 4.1 Configuring a Remote Data Processor on Windows Servers
- 4.2 Upgrading Insightd on Windows Servers
- 4.3 Upgrading Insightd on Linux Servers
- 4.4 Configuring a Remote Data Processor (v6+)
5. JDBC Connections
- 5.1 Establish a JDBC Connection
- 5.2 Add a New JDBC Driver (prior to v6.1)
- 5.3 Validation errors: "Value '0000-00-00' can not be represented as java.sql.Date"
- 5.4 Add a New JDBC Driver (v6.1+)
6. Sourcing Data from Adobe Analytics
- 6.1 Establish connectivity to Adobe Analytics
- 6.2 Collect data from Adobe Analytics
7. Sourcing Data from Athena
- 7.1 Establish Connectivity to Amazon Athena
- 7.2 Create Dataset from Amazon Athena
8. Sourcing Data using Amazon S3 Plugin
- 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 Apache Superset
- 9.1 Establish Connectivity to Apache Superset
- 9.2 Create External Report from Apache Superset
10. Sourcing Data from Apple App Store Connect
- 10.1 Establish Connectivity to Apple App Store Connect
- 10.2 Create Dataset from Apple App Store Connect
11. Sourcing Data from Atlassian Confluence
- 11.1 Establish Connectivity to Atlassian Confluence
- 11.2 Create a Dataset from Atlassian Confluence
12. Sourcing Data using Atlassian Jira
- 12.1 Establish Connectivity to Atlassian Jira
- 12.2 Create Dataset from Atlassian Jira
13. Sourcing Data from Azure Analysis Services
- 13.1 Establish Connectivity to Azure Analysis Services
- 13.2 Create Dataset from Azure Analysis Services
14. Sourcing Data from Cognos
- 14.1 Establish Connectivity to IBM Cognos
- 14.2 Create Dataset from IBM Cognos
- 14.3 Pre-Filtering Cognos Data (Dataset Example)
- 14.4 Content Auto Synchronization
15. Sourcing Data from CSV Plugin
- 15.1 Establish connectivity to a CSV file via a CSV Plugin
16. Sourcing Data from Denodo
- 16.1 Establish Connectivity to Denodo
- 16.2 Create Dataset and Report from Denodo
17. Sourcing Data from Domo
- 17.1 Prerequisites for Connecting to Domo
- 17.2 Establish Connectivity to Domo
- 17.3 Create Dataset from Domo
- 17.4 Filtering in Domo External Reports
- 17.5 Create External Report from Domo Card
- 17.6 Create External Report from Domo Dashboard
18. Sourcing Data from Dropbox Paper
- 18.1 Prerequisites for Connecting to Dropbox Paper
- 18.2 Establish Connectivity to Dropbox Paper
- 18.3 Create External Report from Dropbox Paper
19. Sourcing Data using File Metadata Plugin
- 19.1 Establish Connectivity to File Metadata
- 19.2 Create Dataset from File Metadata
20. Sourcing Data from Graphite
- 20.1 Establish Connectivity to Graphite
- 20.2 Create Dataset from Graphite
21. Sourcing Data from Local Filesystem
- 21.1 Establish Connectivity to Local Filesystem
- 21.2 Create a Dataset from Local Filesystem
- 21.3 Create External Content from Local Filesystem
- 21.4 Viewer for Excel, Word, PowerPoint from Local Filesystem
- 21.5 Configure File Groups for Other External Content
- 21.6 External Content Auto Synchronization
22. Sourcing Data from Looker
- 22.1 Establish Connectivity to Looker
- 22.2 Create Dataset from Looker
- 22.3 Create External Report from Looker
- 22.4 Find Filter Names and Values in Looker
23. Sourcing Data from Microsoft SharePoint Online
- 23.1 Prerequisites for Connecting to Microsoft SharePoint Online
- 23.2 Establish Connectivity to Microsoft SharePoint and OneDrive
- 23.3 Create Dataset from Microsoft SharePoint Lists
- 23.4 Create Dataset from Microsoft SharePoint Excel Workbooks
- 23.5 Create External Content with Microsoft SharePoint
- 23.6 Configure Custom Field Data Synchronization for Microsoft SharePoint
- 23.7 Configure Sending Attachments via Bursts for MS SharePoint
- 23.8 Configure File Groups for Other External Content
- 23.9 Configure External Content Auto Synchronization
24. Sourcing Data from Microsoft SharePoint Server
- 24.1 Establish Connectivity to Microsoft SharePoint Server 2019
- 24.2 Create Dataset from Microsoft SharePoint Lists
- 24.3 Create Dataset from Microsoft SharePoint Excel Workbooks
- 24.4 Create External Content with Microsoft SharePoint
25. Sourcing Data from Microsoft SSRS
- 25.1 Establish Connectivity to Microsoft SSRS
- 25.2 Create Metric from Microsoft SSRS
- 25.3 How SSRS Report Data Is Obtained
- 25.4 Pre-Filtering Microsoft SSRS Data (Dataset Example)
26. Sourcing Data from MicroStrategy
- 26.1 Establish Connectivity to MicroStrategy
- 26.2 Create Dataset from MicroStrategy
- 26.3 Pre-Filtering MicroStrategy Data (Dataset example)
- 26.4 Content Auto Synchronization
- 26.5 Create a Dimension with values automatically fetched from MicroStrategy
27. Sourcing Data from MongoDB
- 27.1 Establish Connectivity to MongoDB
- 27.2 How to Collect Data using MongoDB Plug-in
28. Sourcing Data from OBIEE (Oracle Business Intelligence)
- 28.1 Establish Connectivity to Oracle Business Intelligence
- 28.2 Create Dataset from Oracle Business Intelligence
- 28.3 Filtering in Oracle Business Intelligence External Reports
29. Sourcing Data using OLAP
- 29.1 Establish Connectivity to OLAP
- 29.2 Create Dataset from OLAP
30. Sourcing Data from MI Portal Pages
- 30.1 Establish Connectivity to MI Portal Page
- 30.2 Create External Report from MI Portal Page
31. Sourcing Data from QlikView
- 31.1 QlikView Overview
- 31.2 Download Instructions for PoC
- 31.3 Prerequisites to connecting to QlikView server
- 31.4 Establish Connectivity to QlikView
- 31.5 Find Filter Names and Aliases in QlikView
- 31.6 Create External Report from QlikView
- 31.7 Filtering in QlikView External Reports
- 31.8 Content Auto Synchronization
- 31.9 Create a Dimension with values fetched from QlikView
32. Sourcing Data from Salesforce Reports
- 32.1 Establish Connectivity to Salesforce Reports
- 32.2 Create Dataset from Salesforce Reports
- 32.3 Embedding MI Content in Visualforce Pages
- 32.4 Salesforce Integration Architecture
33. Sourcing Data from Salesforce SOQL
- 33.1 Salesforce Reports vs Salesforce SOQL: key distinctions
- 33.2 Setting Up Salesforce OAuth
- 33.3 Establish Connectivity to Salesforce SOQL
- 33.4 Create Metric from Salesforce SOQL
- 33.5 Why does my Salesforce OAuth token expire?
- 33.6 Embedding MI Content in Visualforce Pages
- 33.7 Salesforce Integration Architecture
34. Sourcing Data from SAP Analytics Cloud
- 34.1 Establish Connectivity to SAP Analytics Cloud
- 34.2 Filtering in SAP Analytics Cloud External Reports
- 34.3 Create External Report from SAP Analytics Cloud
35. Sourcing Data from SAP BusinessObjects
- 35.1 Establish Connectivity to SAP BusinessObjects
- 35.2 Create Dataset from SAP BusinessObjects
- 35.3 Pre-Filtering SAP BusinessObjects Data (Dataset Example)
- 35.4 Content Auto Synchronization
36. Sourcing Data from SAP HANA
- 36.1 Establish Connectivity to SAP HANA
- 36.2 Create Dataset from SAP HANA
37. Sourcing Data from Script Plugin
- 37.1 Configure Scripts for Dataset Creation
- 37.2 Establish Connectivity to Script Plugin
- 37.3 Create a Dataset from Script Plugin
38. Sourcing Data from ServiceNow
- 38.1 Establish Connectivity to ServiceNow
- 38.2 Create Dataset from ServiceNow
- 38.3 Create External Report from ServiceNow
39. Sourcing Data from S/FTP Server
- 39.1 Establish Connectivity to S/FTP Server
- 39.2 Create a Dataset using S/FTP
- 39.3 Create an External Report using S/FTP
40. Sourcing Data from R Shiny
- 40.1 Create External Content from R Shiny
41. Sourcing Data from Sisense
- 41.1 Establish Connectivity to Sisense
- 41.2 How to collect data from Sisense
- 41.3 How to create an External Report from Sisense
- 41.4 Create a Dimension with values automatically fetched from Sisense
- 41.5 Pre-filtering Sisense data (Version 5.1)
42. Sourcing Data from Splunk
- 42.1 Establish Connectivity to Splunk
- 42.2 Create a Dataset from Splunk
- 42.3 Create an External Report from Splunk
43. Sourcing Data from Tibco Spotfire
- 43.1 Prerequisites for Connecting to TIBCO Spotfire (prior to v10.3 )
- 43.2 Prerequisites for Connecting to TIBCO Spotfire (v10.3+)
- 43.3 Configure Kerberos Auth on TIBCO Spotfire Server
- 43.4 Establish Connectivity to TIBCO Spotfire Analytics
- 43.5 Create Dataset from TIBCO Spotfire Analytics
- 43.6 Create External Report from TIBCO Spotfire Analytics
- 43.7 Create External Report Template
44. Sourcing Data from Tibco WebFOCUS
- 44.1 Establish Connectivity to TIBCO WebFOCUS
- 44.2 Create External Report from TIBCO WebFOCUS
- 44.3 Create External Report Template
45. Sourcing Data from ThoughtSpot
- 45.1 Establish Connectivity to ThoughtSpot
- 45.2 Create a Dataset from ThoughtSpot
- 45.3 Create an External Report from ThoughtSpot
- 45.4 ThoughtSpot Integration Options
46. Sourcing data from Treasure Data
- 46.1 Establish connectivity to Treasure Data
- 46.2 How to collect data from Treasure Data
47. Sourcing Data from Uptimerobot
- 47.1 Establish Connectivity to Uptimerobot
- 47.2 How to Collect Data using Uptimerobot
48. Sourcing Data from Zendesk
- 48.1 Obtaining Credentials for Zendesk Plugin (prior to v6.2.3)
- 48.2 Establish Connectivity to Zendesk
- 48.3 Create Dataset from Zendesk
49. Sourcing Data from Zendesk Explore
- 49.1 Establish Connectivity to Zendesk Explore
- 49.2 Create External Report from Zendesk Explore