This topic describes how to create a dashboard for Enterprise Insight using your chosen business intelligence tool.
Enterprise Insight stores information in a data repository. Data from this repository can be used to power dashboards created using standard business intelligence tools, for example: Tableau or QlikView.
About the data repository
The Enterprise Insight data repository is stored in a Microsoft SQL Server or Postgres database in tables within the
dbo (SQL Server) or
public (PostgreSQL) schema. This format is widely supported by business intelligence tools. See Enterprise Insight database for detailed information about the database or Creating a database for Insight data for information about how to create a database for Enterprise Insight data.
Creating a dashboard
Before you can create a dashboard, you need to connect your business intelligence tool to the data repository. You need to know the connection details for the database, that is:
- Server - the name of the server where the data repository is hosted.
- Port - the port used by SQL Server or PostgreSQL.
- User - the SQL Server or PostgreSQL user with access to the Enterprise Insight database.
- Password - the password for the above user.
- Database - the name of the database to connect to.
These details are stored in the connection element of the Insight server configuration file.
If your company does not already have an enterprise license for Tableau Server, then Semmle can provide a special Tableau OEM binary and a license for the installation. The general installation requirements and steps are identical to a normal Tableau Server installation. For installation guides refer to the official Tableau Server documentation (http://www.tableausoftware.com/support/manuals/quickstart#serverqs).
After you have installed Tableau server, you may find it helpful to connect a basic Tableau workbook to your data repository to see some simple views created from the core Project Insight data, please ask the support team for a copy of the basic workbook.
Tableau stores information about any data connections as part of each workbook. When you open a workbook that was created using a connection to one database, you need to update this information to connect to your own Enterprise Insight SQL database.
- When you open the basic Tableau workbook you are prompted to supply a user name and password, enter the user name and password for your Enterprise Insight SQL database.
- These authentication details will be wrong for the currently defined connection, so a message reporting a problem connecting to the data is displayed.
- In the error dialog box, click Yes to edit the connection details.
- In the Connection dialog box, enter the server name, port and database name for your Enterprise Insight SQL database, then click Connect.
- If Tableau can connect to your database then the dialog box is updated to show details of the tables that are available.
- Add any additional tables that you want to make available and click OK.
- The workbook should now display data from your Enterprise Insight SQL database.
If your company does not already have an enterprise license for QlikView then you will need to contact QlikView directly for help buying and installing their application. After you have installed QlikView you need to create a connection to the Enterprise Insight database. If you are using a PostgreSQL database, you may need to install an appropriate ODBC driver, if it is not already available (see http://community.qlik.com/thread/17063).