Importing data in a BI tool
The data exported to the data lake can be viewed in any BI tool, as long as it supports OData (version 4).
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As this part is external to the Planon application, we will provide only the basic steps for importing the data from the data lake.
Procedure
1. Open your BI tool of choice (PowerBI, Tableau, Qlic, Excel, ...).
2. Get data from OData feed.
3. Log on:
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Log on using Basic Authentication (not Windows Authentication nor Anonymous)!
a. URL: enter the URL of your Planon environment and extend it with: /datalake/odata
Some tools require you to further add the 'collection names' of the data to be shown. These 'collection names' are listed in the Data lake > Data lake settings step.
b. User name and password: enter the credentials of the Planon account
The data will be loaded. You can now visualize the data as required.
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For information on data visualization, check the information that is provided by the vendor of your BI tool.
Refreshing data
Note that retrieving refreshed data is not free of charge. The BI tool determines how up-to-date the data in the tool is. Be smart with your refresh rate and only retrieve data you are interested in and only refresh as needed.