Help & Documentation
Topics
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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 Plug-ins
- 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
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3. How to Link to External BI Tools 8
- 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 Setting Element's Discoverability
- 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?
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6. Sourcing Data from Adobe Workfront 3
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7. Sourcing Data from Athena 2
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8. Sourcing Data using Amazon S3 Plugin 3
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9. Sourcing Data from Apache Superset 2
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10. Sourcing Data from Apple App Store Connect 2
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11. Sourcing Data from Atlassian Confluence 2
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12. Sourcing Data using Atlassian Jira 3
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13. Sourcing Data from Azure Analysis Services 2
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14. Sourcing Data from Azure Data Lake Storage 3
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16. Sourcing Data from Databricks 2
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17. Sourcing Data from Denodo 2
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19. Sourcing Data from Dropbox Paper 3
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20. Sourcing Data using File Metadata Plugin 3
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21. Sourcing Data from FlexIt Analytics 3
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22. Sourcing Data from Graphite 2
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23. Sourcing Data from Local Filesystem 5
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25. Sourcing Data from Microsoft Purview 3
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26. Sourcing Data from Microsoft SharePoint Online 10
- 26.1 Create Permissions for SharePoint Online
- 26.2 Prerequisites for Connecting to Microsoft SharePoint Online
- 26.3 Establish Connectivity to Microsoft SharePoint and OneDrive
- 26.4 Create Dataset from Microsoft SharePoint Lists
- 26.5 Create Dataset from Microsoft SharePoint Excel Workbooks
- 26.6 Create External Content with Microsoft SharePoint
- 26.7 Configure Custom Field Data Synchronization for Microsoft SharePoint
- 26.8 Configure Sending Attachments via Bursts for MS SharePoint
- 26.9 Configure File Groups for Other External Content
- 26.10 Configure External Content Auto Synchronization
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27. Sourcing Data from Microsoft SharePoint Server 5
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29. Sourcing Data from MicroStrategy 6
- 29.1 MicroStrategy Plugin Capabilities
- 29.2 Establish Connectivity to MicroStrategy
- 29.3 Create Dataset from MicroStrategy
- 29.4 External Report Auto Synchronization for MicroStrategy
- 29.5 Pre-Filtering MicroStrategy Data (Dataset example)
- 29.6 Create a Dimension with values automatically fetched from MicroStrategy
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30. Sourcing Data from MicroStrategy Cube 3
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31. Sourcing Data from MongoDB 3
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32. Sourcing Data from MI Portal Pages 2
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33. Sourcing Data from QlikView 10
- 33.1 QlikView Plugin Capabilities
- 33.2 QlikView Overview
- 33.3 Download Instructions for PoC
- 33.4 Prerequisites to Connecting to QlikView Server
- 33.5 Establish Connectivity to QlikView
- 33.6 Find Filter Names and Aliases in QlikView
- 33.7 Create External Report from QlikView
- 33.8 External Report Auto Synchronization for QlikView
- 33.9 Filtering in QlikView External Reports
- 33.10 Create a Dimension with values fetched from QlikView
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34. Sourcing Data using RSS 2
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35. Sourcing Data from Salesforce Reports 4
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36. Sourcing Data from Salesforce SOQL 7
- 36.1 Salesforce Reports vs Salesforce SOQL: key distinctions
- 36.2 Setting Up Salesforce OAuth
- 36.3 Establish Connectivity to Salesforce SOQL
- 36.4 Create Metric from Salesforce SOQL
- 36.5 Why does my Salesforce OAuth token expire?
- 36.6 Embedding MI Content in Visualforce Pages
- 36.7 Salesforce Integration Architecture
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39. Sourcing Data from SAP HANA 2
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40. Sourcing Data from Script Plugin 3
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41. Sourcing Data from ServiceNow 4
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42. Sourcing Data from S/FTP Server 3
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43. Sourcing Data from R Shiny 1
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46. Sourcing Data from Splunk 3
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47. Sourcing Data from Tibco Spotfire 9
- 47.1 TIBCO Spotfire Plugin Capabilities
- 47.2 Prerequisites for Connecting to TIBCO Spotfire (prior to v10.3 )
- 47.3 Prerequisites for Connecting to TIBCO Spotfire (v10.3+)
- 47.4 Configure Kerberos Auth on TIBCO Spotfire Server
- 47.5 Establish Connectivity to TIBCO Spotfire Analytics
- 47.6 Create Dataset from TIBCO Spotfire Analytics
- 47.7 Create External Report from TIBCO Spotfire Analytics
- 47.8 External Report Auto Synchronization for TIBCO Spotfire
- 47.9 Create External Report Template
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48. Sourcing Data from Tibco WebFOCUS 4
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50. Sourcing data from Treasure Data 2
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51. Sourcing Data from Trino 2
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52. Sourcing Data from UptimeRobot 3
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53. Sourcing Data from Zendesk 3
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54. Sourcing Data from Zendesk Explore 2
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