Help & Documentation
Topics
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1. General Information about Data Sources 25
- 1.1 Understanding Data Sources
- 1.2 Overview of Using Existing Elements as Data Sources (supported in v6.x and earlier)
- 1.3 Insightd System Requirements
- 1.4 Establish JDBC Connection/Create New SQL Data Source
- 1.5 Create New Plugin Data Source
- 1.6 Refresh Metadata Button Purpose
- 1.7 Metric Insights' Plugins
- 1.8 MIQL Syntax Guide for Plugins
- 1.9 Populate Data Source with Uploaded List of Reports (supported in v6.x and earlier)
- 1.10 Populate Data Source from CSV Dataset (v7+)
- 1.11 Getting Credentials from the Metric Insights Database
- 1.12 Understanding Plugin URLs
- 1.13 Handling Date/Time Columns
- 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 Compact Mode for External Reports
- 1.24 Timeout and Delay Plugin Parameters
- 1.25 Data Source Change History
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3. Linking to External BI Tools 10
- 3.1 External Report Overview
- 3.2 External Report Editor Overview (v7.1.0+)
- 3.3 Filtering in External Reports
- 3.4 Hide Filters from External Report
- 3.5 Setting Element's Discoverability
- 3.6 Create New External Report Type v6
- 3.7 Create New External Report Type (v7.0.1+)
- 3.8 External Content Overview
- 3.9 External Report Display Error: HTTP
- 3.10 Understanding PDF Download Options
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6. Sourcing Data from Adobe Workfront 3
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7. Sourcing Data from Airtable 3
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8. Sourcing Data from Alation 7
- 8.1 Prerequisites for Connecting to Alation
- 8.2 Establish Connectivity to Alation
- 8.3 Create Dataset from Alation
- 8.4 Sync Alation Glossary with Metric Insights
- 8.5 Sync Alation Custom Fields with Metric Insights Glossary Terms
- 8.6 Sync Alation Custom Fields with Metric Insights Elements
- 8.7 Synchronizing Custom Fields from Alation
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10. Sourcing Data from Amazon S3 Plugin 3
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11. Sourcing Data from Athena 2
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12. Sourcing Data from Apache Superset 3
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13. Sourcing Data from Atlan 8
- 13.1 Prerequisites for Connecting to Atlan
- 13.2 Establish Connectivity to Atlan
- 13.3 Create Dataset from Atlan
- 13.4 Sync Atlan Glossary with Metric Insights
- 13.5 Sync Atlan Custom Fields with Metric Insights Glossary Terms
- 13.6 Sync Atlan Custom Fields with Metric Insights Elements
- 13.7 Configure Search to Include Reporting Asset Metadata from Atlan
- 13.8 Configure Search to Include Table and Column Metadata from Atlan
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14. Sourcing Data from Atlassian Confluence 2
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15. Sourcing Data from Atlassian Jira 3
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16. Sourcing Data from Azure Analysis Services 2
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17. Sourcing Data from Azure Data Lake Storage 3
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18. Sourcing Data from Azure DevOps 3
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19. Sourcing Data from Databricks 2
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20. Sourcing Data from Databricks Lakeview Dashboards 4
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21. Sourcing Data from Databricks Unity Catalog 3
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22. Sourcing Data from Denodo 2
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24. Sourcing Data from Dropbox Paper 3
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25. Sourcing Data from Epic Hyperdrive 1
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26. Sourcing Data from File Metadata Plugin 3
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27. Sourcing Data from FlexIt Analytics 3
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28. Sourcing Data from Grafana 3
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29. Sourcing Data from Graphite 2
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30. Sourcing Data from HTTP Server 3
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32. Sourcing Data from IBM Cognos REST 2
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33. Sourcing Data from Ivanti 3
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36. Sourcing Data from Microsoft Purview 3
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37. Sourcing Data from Microsoft SharePoint Online 11
- 37.1 Microsoft SharePoint Online Plugin Capabilities
- 37.2 Create Permissions for SharePoint Online
- 37.3 Prerequisites for Connecting to Microsoft SharePoint Online
- 37.4 Establish Connectivity to Microsoft SharePoint and OneDrive
- 37.5 Create Dataset from Microsoft SharePoint Lists
- 37.6 Create Dataset from Microsoft SharePoint Excel Workbooks
- 37.7 Create External Content with Microsoft SharePoint
- 37.8 Configure Custom Field Data Synchronization for Microsoft SharePoint
- 37.9 Configure Sending Attachments via Bursts for MS SharePoint
- 37.10 Configure File Groups for Other External Content
- 37.11 Configure External Content Auto Synchronization
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39. Sourcing Data from Microsoft SSRS 6
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40. Sourcing Data from MicroStrategy 6
- 40.1 MicroStrategy Plugin Capabilities
- 40.2 Establish Connectivity to MicroStrategy
- 40.3 Create Dataset from MicroStrategy
- 40.4 External Report Auto Synchronization for MicroStrategy
- 40.5 Pre-Filtering MicroStrategy Data (Dataset example)
- 40.6 Create Dimension with Values Automatically Fetched from MicroStrategy
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41. Sourcing Data from MicroStrategy Cube 3
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42. Sourcing Data from MicroStrategy One 3
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43. Sourcing Data from MI Portal Pages 2
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44. Sourcing Data from Monte Carlo 3
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45. Sourcing Data from MS SQL Server 2
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46. Sourcing Data from Planview PPM Pro 2
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47. Sourcing Data from QlikView 10
- 47.1 QlikView Plugin Capabilities
- 47.2 QlikView Overview
- 47.3 Download Instructions for PoC
- 47.4 Prerequisites to Connecting to QlikView Server
- 47.5 Establish Connectivity to QlikView
- 47.6 Find Filter Names and Aliases in QlikView
- 47.7 Create External Report from QlikView
- 47.8 External Report Auto Synchronization for QlikView
- 47.9 Filtering in QlikView External Reports
- 47.10 Create a Dimension with values fetched from QlikView
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48. Sourcing Data from RSS 2
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50. Sourcing Data from Salesforce SOQL 7
- 50.1 Salesforce Reports vs Salesforce SOQL: key distinctions
- 50.2 Setting Up Salesforce OAuth
- 50.3 Establish Connectivity to Salesforce SOQL
- 50.4 Create Metric from Salesforce SOQL
- 50.5 Why does my Salesforce OAuth token expire?
- 50.6 Embedding MI Content in Visualforce Pages
- 50.7 Salesforce Integration Architecture
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51. Sourcing Data from SAP Analytics Cloud 5
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52. Sourcing Data from SAP BusinessObjects 5
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53. Sourcing Data from SAP HANA 2
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54. Sourcing Data from SAS Viya 2
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55. Sourcing Data from Script Plugin 3
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56. Sourcing Data from ServiceNow 4
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57. Sourcing Data from S/FTP Server 3
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58. Sourcing Data from R Shiny 1
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60. Sourcing Data from Snowflake 2
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61. Sourcing Data from Splunk 3
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62. Sourcing Data from Tibco Spotfire 9
- 62.1 TIBCO Spotfire Plugin Capabilities
- 62.2 Prerequisites for Connecting to TIBCO Spotfire (prior to v10.3 )
- 62.3 Prerequisites for Connecting to TIBCO Spotfire (v10.3+)
- 62.4 Configure Kerberos Auth on TIBCO Spotfire Server (prior to v7.1.1)
- 62.5 Establish Connectivity to TIBCO Spotfire
- 62.6 Create Dataset from TIBCO Spotfire
- 62.7 Create External Report from TIBCO Spotfire
- 62.8 External Report Auto Synchronization for TIBCO Spotfire
- 62.9 Create External Report Template
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63. Sourcing Data from Tibco WebFOCUS 4
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65. Sourcing Data from Trino 2
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66. Sourcing Data from UptimeRobot 3
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67. Sourcing Data from Zendesk 2
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68. Sourcing Data from Zendesk Explore 2
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69. Sourcing Data from Collibra 3
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70. Sourcing Data from Oracle Analytics Cloud 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
- Apps (Portal Pages)
- User Maps
Alerting
- Alerting
Collaboration and Sharing
- Adding Context to Metrics
- Pushing Information to Users
- Chatbot Integrations