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Getting Data
Connecting to Data Sources
release 5.0
Articles tagged:
release 5.0
How SSRS Report Data Is Obtained
Updated on: Sep 15, 2021
Getting Data
Connecting to Data Sources
Sourcing Data from Microsoft SSRS
How SSRS Report Data Is Obtained
release 5.0
Create a Dimension with values fetched from QlikView
Updated on: May 07, 2018
Getting Data
Connecting to Data Sources
Sourcing Data from QlikView
Create a Dimension with values fetched from QlikView
release 5.0
Topics
1. General Information about Data Sources
24
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
2. Storing Data
2
2.1 Storing Data in Microsoft SQL Server
2.2 Setting up Windows Server Shared Folder
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
3.8 External Content Overview
3.9 External Report Display Error: HTTP
3.10 Understanding PDF Download Options
4. Configuring Remote Data Processors
4
4.1 Configuring a Remote Data Processor
4.2 Installing a Remote Data Processor on Windows Servers
4.3 Upgrading a Remote Data Processor on Windows Servers
4.4 Troubleshooting Remote Data Processor
5. JDBC Connections
3
5.1 Establish JDBC Connection/Create New SQL Data Source
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 Airtable
3
7.1 Establish Connectivity to Airtable Plugin
7.2 Create Dataset from Airtable
7.3 Airtable Plugin Capabilities
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
9. Sourcing Data from Amazon QuickSight
4
9.1 Amazon QuickSight Plugin Capabilities
9.2 Prerequisites for Connecting to Amazon QuickSight
9.3 Establish Connectivity to Amazon QuickSight
9.4 Create External Report from Amazon QuickSight
10. Sourcing Data from Amazon S3 Plugin
3
10.1 Establish Connectivity to Amazon S3
10.2 Create Dataset from Amazon S3
10.3 Create External Report from Amazon S3
11. Sourcing Data from Athena
2
11.1 Establish Connectivity to Amazon Athena
11.2 Create Dataset from Amazon Athena
12. Sourcing Data from Apache Superset
3
12.1 Apache Superset Plugin Capabilities
12.2 Establish Connectivity to Apache Superset
12.3 Create External Report from Apache Superset
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
14. Sourcing Data from Atlassian Confluence
2
14.1 Establish Connectivity to Atlassian Confluence
14.2 Create Dataset from Atlassian Confluence
15. Sourcing Data from Atlassian Jira
3
15.1 Establish Connectivity to Atlassian Jira
15.2 Create Dataset from Atlassian Jira
15.3 Atlassian Jira Plugin Capabilities
16. Sourcing Data from Azure Analysis Services
2
16.1 Establish Connectivity to Azure Analysis Services
16.2 Create Dataset from Azure Analysis Services
17. Sourcing Data from Azure Data Lake Storage
3
17.1 Establish Connectivity to Azure Data Lake Storage
17.2 Create Dataset from Azure Data Lake Storage
17.3 Azure Data Lake Storage Plugin Capabilities
18. Sourcing Data from Azure DevOps
3
18.1 Establish Connectivity to Azure DevOps
18.2 Create Dataset from Azure DevOps
18.3 Create External Report from Azure DevOps
19. Sourcing Data from Databricks
2
19.1 Establish Connectivity to Databricks
19.2 Create Dataset from Databricks
20. Sourcing Data from Databricks Lakeview Dashboards
4
20.1 Databricks Lakeview Dashboards Plugin Capabilities
20.2 Establish Connectivity to Databricks Lakeview Dashboards
20.3 Create External Report from Databricks Lakeview Dashboards
20.4 Configure Filtering for Databricks Lakeview Dashboards External Reports
21. Sourcing Data from Databricks Unity Catalog
3
21.1 Establish Connectivity to Databricks Unity Catalog
21.2 Create Dataset from Databricks Unity Catalog
21.3 Databricks Unity Catalog Plugin Capabilities
22. Sourcing Data from Denodo
2
22.1 Establish Connectivity to Denodo
22.2 Create Dataset and Report from Denodo
23. Sourcing Data from Domo
7
23.1 Domo Plugin Capabilities
23.2 Prerequisites for Connecting to Domo
23.3 Establish Connectivity to Domo
23.4 Create Dataset from Domo
23.5 Filtering in Domo External Reports
23.6 Create External Report from Domo Card
23.7 Create External Report from Domo Dashboard
24. Sourcing Data from Dropbox Paper
3
24.1 Prerequisites for Connecting to Dropbox Paper
24.2 Establish Connectivity to Dropbox Paper
24.3 Create External Report from Dropbox Paper
25. Sourcing Data from Epic Hyperdrive
1
25.1 Integrate Epic Hyperdrive Content
26. Sourcing Data from File Metadata Plugin
3
26.1 Establish Connectivity to File Metadata
26.2 Create Dataset from File Metadata
26.3 File Metadata Plugin Capabilities
27. Sourcing Data from FlexIt Analytics
3
27.1 Establish Connectivity to FlexIt Analytics
27.2 Create Dataset from FlexIt Analytics
27.3 FlexIt Analytics Plugin Capabilities
28. Sourcing Data from Grafana
3
28.1 Grafana Plugin Capabilities
28.2 Establish Connectivity to Grafana
28.3 Create External Report from Grafana
29. Sourcing Data from Graphite
2
29.1 Establish Connectivity to Graphite
29.2 Create Dataset from Graphite
30. Sourcing Data from HTTP Server
3
30.1 Establish Connectivity to Files via HTTP Plugin
30.2 Create Dataset with the HTTP Plugin
30.3 Create External Report with the HTTP Plugin
31. Sourcing Data from IBM Cognos
5
31.1 IBM Cognos Plugin Capabilities
31.2 Establish Connectivity to IBM Cognos
31.3 Create Dataset from IBM Cognos
31.4 External Report Auto Synchronization for IBM Cognos
31.5 Pre-Filtering Cognos Data (Dataset Example)
32. Sourcing Data from IBM Cognos REST
2
32.1 Establish Connectivity to IBM Cognos REST
32.2 IBM Cognos REST Plugin Capabilities
33. Sourcing Data from Ivanti
3
33.1 Establish Connectivity to Ivanti Plugin
33.2 Create Dataset from Ivanti Plugin
33.3 Ivanti Plugin Capabilities
34. Sourcing Data from Local Filesystem
5
34.1 Establish Connectivity to Local Filesystem
34.2 Create Dataset from Local Filesystem
34.3 Create External Content from Local Filesystem
34.4 Viewer for Excel, Word, PowerPoint from Local Filesystem
34.5 Configure File Groups for Other External Content
35. Sourcing Data from Looker
5
35.1 Looker Plugin Capabilities
35.2 Establish Connectivity to Looker
35.3 Create Dataset from Looker
35.4 Create External Report from Looker
35.5 Find Filter Names and Values in Looker
36. Sourcing Data from Microsoft Purview
3
36.1 Prerequisites for Connecting to Microsoft Purview
36.2 Establish Connectivity to Microsoft Purview
36.3 Create Dataset from Microsoft Purview
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
38. Sourcing Data from Microsoft SharePoint Server
4
38.1 Establish Connectivity to Microsoft SharePoint Server 2019
38.2 Create Dataset from Microsoft SharePoint Excel Workbooks
38.3 Create External Content with Microsoft SharePoint
38.4 Configure Kerberos Auth for SharePoint Server 2019 Plugin
39. Sourcing Data from Microsoft SSRS
6
39.1 Microsoft SSRS Plugin Capabilities
39.2 Establish Connectivity to Microsoft SSRS
39.3 Create External Report form Microsoft SSRS
39.4 Create Metric from Microsoft SSRS
39.5 How SSRS Report Data Is Obtained
39.6 Pre-Filtering Microsoft SSRS Data (Dataset Example)
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
41. Sourcing Data from MicroStrategy Cube
3
41.1 Establish Connectivity to MicroStrategy Cube
41.2 Create Dataset from MicroStrategy Cube
41.3 MicroStrategy Cube Plugin Capabilities
42. Sourcing Data from MicroStrategy One
3
42.1 Establish Connectivity to MicroStrategy One
42.2 Create External Report from MicroStrategy One
42.3 MicroStrategy One Plugin Capabilities
43. Sourcing Data from MI Portal Pages
2
43.1 Establish Connectivity to MI Portal Page
43.2 Create External Report from MI Portal Page
44. Sourcing Data from Monte Carlo
3
44.1 Establish Connectivity to Monte Carlo
44.2 Create Dataset from Monte Carlo Plugin
44.3 Monte Carlo Plugin Capabilities
45. Sourcing Data from MS SQL Server
2
45.1 Configure Active Directory Service Principal Auth for Connectivity with MS SQL Server
45.2 Establish Connectivity to MS SQL Server
46. Sourcing Data from Planview PPM Pro
2
46.1 Establish Connectivity to Planview PPM Pro
46.2 Create Dataset from Planview PPM Pro
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
48. Sourcing Data from RSS
2
48.1 Establish connectivity to RSS
48.2 How to collect data using RSS plugin
49. Sourcing Data from Salesforce Reports
5
49.1 Salesforce Reports Plugin Capabilities
49.2 Establish Connectivity to Salesforce Reports
49.3 Create Dataset from Salesforce Reports
49.4 Embedding MI Content in Visualforce Pages
49.5 Salesforce Integration Architecture
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
51. Sourcing Data from SAP Analytics Cloud
5
51.1 SAP Analytics Cloud Plugin Capabilities
51.2 Establish Connectivity to SAP Analytics Cloud
51.3 Filtering in SAP Analytics Cloud External Reports
51.4 Create External Report from SAP Analytics Cloud
51.5 External Report Auto Synchronization for SAP Analytics Cloud
52. Sourcing Data from SAP BusinessObjects
5
52.1 SAP Business Objects Plugin Capabilities
52.2 Establish Connectivity to SAP BusinessObjects
52.3 Create Dataset from SAP BusinessObjects
52.4 External Report Auto Synchronization for SAP Business Objects
52.5 Pre-Filtering SAP BusinessObjects Data (Dataset Example)
53. Sourcing Data from SAP HANA
2
53.1 Establish Connectivity to SAP HANA
53.2 Create Dataset from SAP HANA
54. Sourcing Data from SAS Viya
2
54.1 Establish Connectivity to SAS Viya
54.2 Create Dataset from SAS Viya
55. Sourcing Data from Script Plugin
3
55.1 Configure Scripts for Dataset Creation
55.2 Establish Connectivity to Script Plugin
55.3 Create a Dataset from Script Plugin
56. Sourcing Data from ServiceNow
4
56.1 ServiceNow Plugin Capabilities
56.2 Establish Connectivity to ServiceNow
56.3 Create Dataset from ServiceNow
56.4 Create External Report from ServiceNow
57. Sourcing Data from S/FTP Server
3
57.1 Establish Connectivity to S/FTP Server
57.2 Create a Dataset using S/FTP
57.3 Create an External Report using S/FTP
58. Sourcing Data from R Shiny
1
58.1 Create External Content from R Shiny
59. Sourcing Data from Sigma
5
59.1 Sigma Plugin Capabilities
59.2 Prerequisites for Connecting to Sigma
59.3 Establish Connectivity to Sigma
59.4 Create Dataset from Sigma
59.5 Create External Report from Sigma
60. Sourcing Data from Snowflake
2
60.1 Establish Connectivity to Snowflake
60.2 Create Dataset from Snowflake
61. Sourcing Data from Splunk
3
61.1 Establish Connectivity to Splunk
61.2 Create a Dataset from Splunk
61.3 Create an External Report from Splunk
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
63. Sourcing Data from Tibco WebFOCUS
4
63.1 Establish Connectivity to TIBCO WebFOCUS
63.2 Create External Report from TIBCO WebFOCUS
63.3 Create External Report Template
63.4 Tibco WebFOCUS Plugin Capabilities
64. Sourcing Data from ThoughtSpot
5
64.1 ThoughtSpot Plugin Capabilities
64.2 Establish Connectivity to ThoughtSpot
64.3 Create Dataset from ThoughtSpot
64.4 Create External Report from ThoughtSpot
64.5 ThoughtSpot Integration Options
65. Sourcing Data from Trino
2
65.1 Establish Connectivity to Trino
65.2 Create Dataset from Trino
66. Sourcing Data from UptimeRobot
3
66.1 Establish Connectivity to UptimeRobot
66.2 Create Dataset Using UptimeRobot
66.3 Uptime Robot Plugin Capabilities
67. Sourcing Data from Zendesk
2
67.1 Establish Connectivity to Zendesk
67.2 Create Dataset from Zendesk
68. Sourcing Data from Zendesk Explore
2
68.1 Establish Connectivity to Zendesk Explore
68.2 Create External Report from Zendesk Explore
69. Sourcing Data from Collibra
3
69.1 Establish Connectivity to Collibra
69.2 Create Dataset from Collibra
69.3 Sync Collibra Glossary with Metric Insights
70. Sourcing Data from Oracle Analytics Cloud
2
70.1 Prerequisites for Connecting to Oracle Analytics Cloud
70.2 Establish Connectivity to Oracle Analytics Cloud
Generate Manual PDF
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