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Help & DocumentationGetting DataConnecting to Data Sources

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 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
- 2.1 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?
4. Configuring Remote Data Processors
- 4.1 Configuring a Remote Data Processor (v6+)
- 4.2 Configuring a Remote Data Processor on Windows Servers
- 4.3 Troubleshooting a Remote Data Collector/Processor
- 4.4 Upgrading Insightd on Windows Servers
- 4.5 Upgrading Insightd on Linux Servers
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 Workfront
- 6.1 Establish Connectivity to Adobe Workfront
- 6.2 Create Dataset from Adobe Workfront
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 FlexIt Analytics
- 20.1 Establish Connectivity to FlexIt Analytics
- 20.2 Create Dataset from FlexIt Analytics
21. Sourcing Data from Graphite
- 21.1 Establish Connectivity to Graphite
- 21.2 Create Dataset from Graphite
22. Sourcing Data from Local Filesystem
- 22.1 Establish Connectivity to Local Filesystem
- 22.2 Create a Dataset from Local Filesystem
- 22.3 Create External Content from Local Filesystem
- 22.4 Viewer for Excel, Word, PowerPoint from Local Filesystem
- 22.5 Configure File Groups for Other External Content
- 22.6 External Content Auto Synchronization
23. Sourcing Data from Looker
- 23.1 Establish Connectivity to Looker
- 23.2 Create Dataset from Looker
- 23.3 Create External Report from Looker
- 23.4 Find Filter Names and Values in Looker
24. Sourcing Data from Microsoft Purview
- 24.1 Prerequisites for Connecting to Microsoft Purview
- 24.2 Establish Connectivity to Microsoft Purview
- 24.3 Create Dataset from Microsoft Purview
25. Sourcing Data from Microsoft SharePoint Online
- 25.1 Prerequisites for Connecting to Microsoft SharePoint Online
- 25.2 Establish Connectivity to Microsoft SharePoint and OneDrive
- 25.3 Create Dataset from Microsoft SharePoint Lists
- 25.4 Create Dataset from Microsoft SharePoint Excel Workbooks
- 25.5 Create External Content with Microsoft SharePoint
- 25.6 Configure Custom Field Data Synchronization for Microsoft SharePoint
- 25.7 Configure Sending Attachments via Bursts for MS SharePoint
- 25.8 Configure File Groups for Other External Content
- 25.9 Configure External Content Auto Synchronization
26. Sourcing Data from Microsoft SharePoint Server
- 26.1 Establish Connectivity to Microsoft SharePoint Server 2019
- 26.2 Create Dataset from Microsoft SharePoint Lists
- 26.3 Create Dataset from Microsoft SharePoint Excel Workbooks
- 26.4 Create External Content with Microsoft SharePoint
27. Sourcing Data from Microsoft SSRS
- 27.1 Establish Connectivity to Microsoft SSRS
- 27.2 Create External Report form Microsoft SSRS
- 27.3 Create Metric from Microsoft SSRS
- 27.4 How SSRS Report Data Is Obtained
- 27.5 Pre-Filtering Microsoft SSRS Data (Dataset Example)
28. Sourcing Data from MicroStrategy
- 28.1 Establish Connectivity to MicroStrategy
- 28.2 Create Dataset from MicroStrategy
- 28.3 Pre-Filtering MicroStrategy Data (Dataset example)
- 28.4 Content Auto Synchronization
- 28.5 Create a Dimension with values automatically fetched from MicroStrategy
29. Sourcing Data from MicroStrategy Cube
- 29.1 Establish Connectivity to MicroStrategy Cube
- 29.2 Create Dataset from MicroStrategy Cube
30. Sourcing Data from MongoDB
- 30.1 Establish Connectivity to MongoDB
- 30.2 How to Collect Data using MongoDB Plug-in
31. Sourcing Data from MI Portal Pages
- 31.1 Establish Connectivity to MI Portal Page
- 31.2 Create External Report from MI Portal Page
32. Sourcing Data from QlikView
- 32.1 QlikView Overview
- 32.2 Download Instructions for PoC
- 32.3 Prerequisites to Connecting to QlikView Server
- 32.4 Establish Connectivity to QlikView
- 32.5 Find Filter Names and Aliases in QlikView
- 32.6 Create External Report from QlikView
- 32.7 Filtering in QlikView External Reports
- 32.8 Content Auto Synchronization
- 32.9 Create a Dimension with values fetched from QlikView
33. Sourcing Data using RSS
- 33.1 Establish connectivity to RSS
- 33.2 How to collect data using RSS plugin
34. Sourcing Data from Salesforce Reports
- 34.1 Establish Connectivity to Salesforce Reports
- 34.2 Create Dataset from Salesforce Reports
- 34.3 Embedding MI Content in Visualforce Pages
- 34.4 Salesforce Integration Architecture
35. Sourcing Data from Salesforce SOQL
- 35.1 Salesforce Reports vs Salesforce SOQL: key distinctions
- 35.2 Setting Up Salesforce OAuth
- 35.3 Establish Connectivity to Salesforce SOQL
- 35.4 Create Metric from Salesforce SOQL
- 35.5 Why does my Salesforce OAuth token expire?
- 35.6 Embedding MI Content in Visualforce Pages
- 35.7 Salesforce Integration Architecture
36. Sourcing Data from SAP Analytics Cloud
- 36.1 Establish Connectivity to SAP Analytics Cloud
- 36.2 Filtering in SAP Analytics Cloud External Reports
- 36.3 Create External Report from SAP Analytics Cloud
37. Sourcing Data from SAP BusinessObjects
- 37.1 Establish Connectivity to SAP BusinessObjects
- 37.2 Create Dataset from SAP BusinessObjects
- 37.3 Pre-Filtering SAP BusinessObjects Data (Dataset Example)
- 37.4 Content Auto Synchronization
38. Sourcing Data from SAP HANA
- 38.1 Establish Connectivity to SAP HANA
- 38.2 Create Dataset from SAP HANA
39. Sourcing Data from Script Plugin
- 39.1 Configure Scripts for Dataset Creation
- 39.2 Establish Connectivity to Script Plugin
- 39.3 Create a Dataset from Script Plugin
40. Sourcing Data from ServiceNow
- 40.1 Establish Connectivity to ServiceNow
- 40.2 Create Dataset from ServiceNow
- 40.3 Create External Report from ServiceNow
41. Sourcing Data from S/FTP Server
- 41.1 Establish Connectivity to S/FTP Server
- 41.2 Create a Dataset using S/FTP
- 41.3 Create an External Report using S/FTP
42. Sourcing Data from R Shiny
- 42.1 Create External Content from R Shiny
43. Sourcing Data from Sisense
- 43.1 Establish Connectivity to Sisense
- 43.2 How to collect data from Sisense
- 43.3 How to create an External Report from Sisense
- 43.4 Create a Dimension with values automatically fetched from Sisense
- 43.5 Pre-filtering Sisense data (Version 5.1)
44. Sourcing Data from Splunk
- 44.1 Establish Connectivity to Splunk
- 44.2 Create a Dataset from Splunk
- 44.3 Create an External Report from Splunk
45. Sourcing Data from Tibco Spotfire
- 45.1 Prerequisites for Connecting to TIBCO Spotfire (prior to v10.3 )
- 45.2 Prerequisites for Connecting to TIBCO Spotfire (v10.3+)
- 45.3 Configure Kerberos Auth on TIBCO Spotfire Server
- 45.4 Establish Connectivity to TIBCO Spotfire Analytics
- 45.5 Create Dataset from TIBCO Spotfire Analytics
- 45.6 Create External Report from TIBCO Spotfire Analytics
- 45.7 Create External Report Template
46. Sourcing Data from Tibco WebFOCUS
- 46.1 Establish Connectivity to TIBCO WebFOCUS
- 46.2 Create External Report from TIBCO WebFOCUS
- 46.3 Create External Report Template
47. Sourcing Data from ThoughtSpot
- 47.1 Establish Connectivity to ThoughtSpot
- 47.2 Create a Dataset from ThoughtSpot
- 47.3 Create an External Report from ThoughtSpot
- 47.4 ThoughtSpot Integration Options
48. Sourcing data from Treasure Data
- 48.1 Establish connectivity to Treasure Data
- 48.2 How to collect data from Treasure Data
49. Sourcing Data from Trino
- 49.1 Establish Connectivity to Trino
- 49.2 Create Dataset from Trino
50. Sourcing Data from Uptimerobot
- 50.1 Establish Connectivity to Uptimerobot
- 50.2 How to Collect Data using Uptimerobot
51. Sourcing Data from Zendesk
- 51.1 Obtaining Credentials for Zendesk Plugin (prior to v6.2.3)
- 51.2 Establish Connectivity to Zendesk
- 51.3 Create Dataset from Zendesk
52. Sourcing Data from Zendesk Explore
- 52.1 Establish Connectivity to Zendesk Explore
- 52.2 Create External Report from Zendesk Explore

Topics

1. General Information about Data Sources 23
2. Storing Data 3
3. How to Link to External BI Tools 8
4. Configuring Remote Data Processors 5
5. JDBC Connections 4
6. Sourcing Data from Adobe Workfront 2
- 6.1 Establish Connectivity to Adobe Workfront
- 6.2 Create Dataset from Adobe Workfront
7. Sourcing Data from Athena 2
- 7.1 Establish Connectivity to Amazon Athena
- 7.2 Create Dataset from Amazon Athena
8. Sourcing Data using Amazon S3 Plugin 3
9. Sourcing Data from Apache Superset 2
- 9.1 Establish Connectivity to Apache Superset
- 9.2 Create External Report from Apache Superset
10. Sourcing Data from Apple App Store Connect 2
- 10.1 Establish Connectivity to Apple App Store Connect
- 10.2 Create Dataset from Apple App Store Connect
11. Sourcing Data from Atlassian Confluence 2
- 11.1 Establish Connectivity to Atlassian Confluence
- 11.2 Create a Dataset from Atlassian Confluence
12. Sourcing Data using Atlassian Jira 2
- 12.1 Establish Connectivity to Atlassian Jira
- 12.2 Create Dataset from Atlassian Jira
13. Sourcing Data from Azure Analysis Services 2
- 13.1 Establish Connectivity to Azure Analysis Services
- 13.2 Create Dataset from Azure Analysis Services
14. Sourcing Data from Cognos 4
15. Sourcing Data from CSV Plugin 1
- 15.1 Establish connectivity to a CSV file via a CSV Plugin
16. Sourcing Data from Denodo 2
- 16.1 Establish Connectivity to Denodo
- 16.2 Create Dataset and Report from Denodo
17. Sourcing Data from Domo 6
18. Sourcing Data from Dropbox Paper 3
19. Sourcing Data using File Metadata Plugin 2
- 19.1 Establish Connectivity to File Metadata
- 19.2 Create Dataset from File Metadata
20. Sourcing Data from FlexIt Analytics 2
- 20.1 Establish Connectivity to FlexIt Analytics
- 20.2 Create Dataset from FlexIt Analytics
21. Sourcing Data from Graphite 2
- 21.1 Establish Connectivity to Graphite
- 21.2 Create Dataset from Graphite
22. Sourcing Data from Local Filesystem 6
23. Sourcing Data from Looker 4
24. Sourcing Data from Microsoft Purview 3
25. Sourcing Data from Microsoft SharePoint Online 9
26. Sourcing Data from Microsoft SharePoint Server 4
27. Sourcing Data from Microsoft SSRS 5
28. Sourcing Data from MicroStrategy 5
29. Sourcing Data from MicroStrategy Cube 2
- 29.1 Establish Connectivity to MicroStrategy Cube
- 29.2 Create Dataset from MicroStrategy Cube
30. Sourcing Data from MongoDB 2
- 30.1 Establish Connectivity to MongoDB
- 30.2 How to Collect Data using MongoDB Plug-in
31. Sourcing Data from MI Portal Pages 2
- 31.1 Establish Connectivity to MI Portal Page
- 31.2 Create External Report from MI Portal Page
32. Sourcing Data from QlikView 9
33. Sourcing Data using RSS 2
- 33.1 Establish connectivity to RSS
- 33.2 How to collect data using RSS plugin
34. Sourcing Data from Salesforce Reports 4
35. Sourcing Data from Salesforce SOQL 7
36. Sourcing Data from SAP Analytics Cloud 3
37. Sourcing Data from SAP BusinessObjects 4
38. Sourcing Data from SAP HANA 2
- 38.1 Establish Connectivity to SAP HANA
- 38.2 Create Dataset from SAP HANA
39. Sourcing Data from Script Plugin 3
40. Sourcing Data from ServiceNow 3
41. Sourcing Data from S/FTP Server 3
42. Sourcing Data from R Shiny 1
- 42.1 Create External Content from R Shiny
43. Sourcing Data from Sisense 5
44. Sourcing Data from Splunk 3
45. Sourcing Data from Tibco Spotfire 7
46. Sourcing Data from Tibco WebFOCUS 3
47. Sourcing Data from ThoughtSpot 4
48. Sourcing data from Treasure Data 2
- 48.1 Establish connectivity to Treasure Data
- 48.2 How to collect data from Treasure Data
49. Sourcing Data from Trino 2
- 49.1 Establish Connectivity to Trino
- 49.2 Create Dataset from Trino
50. Sourcing Data from Uptimerobot 2
- 50.1 Establish Connectivity to Uptimerobot
- 50.2 How to Collect Data using Uptimerobot
51. Sourcing Data from Zendesk 3
52. Sourcing Data from Zendesk Explore 2
- 52.1 Establish Connectivity to Zendesk Explore
- 52.2 Create External Report from Zendesk Explore

Download 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

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