Using OData to analyze your QorusDocs activity

In your QorusDocs Hub you have the ability to create a username and password to access an OData service that is specific to your QorusDocs implementation.

Within this OData feed, you'll find tables that provide a comprehensive view of your organization’s activity, collaboration, and content usage. These tables include detailed records around user activity, collaboration and content usage, including searches and inserts. In addition to standard activity and content data, the tables also capture information related to AI-driven features—such as AI session interactions, SmartSkills usage, and content generated or analyzed by AI. This enables organizations to not only monitor traditional user engagement and workflow efficiency, but also to analyze how AI functionalities are being leveraged, track the adoption of AI-generated content, and gain insights into the impact of AI on proposal and document processes.
 

In this article, learn how to setup OData access and use it in Excel or in Power BI to explore your data in ways that meet your particular business requirements.

• 1. How to set your OData credentials
• 2. How to access and analyze your data in Excel
• 3. How to access and analyze your data in Power BI
• 4. Understanding the Odata tables
• 5 The Customer Report Template
• 6. Setup an automated refresh schedule for your Power BI report
• Power BI Tips

1. How to set your OData credentials

• To get started, login to your QorusDocs Hub at the following link: https://www.qorushub.com/

• In the left nav, under 'Settings', click on 'Hub Management' and then go over to the OData tab:

• Next, create a username and password to access your OData feed, and click on 'Save' when you're ready:

• You should get a success message like the one below if your details have been saved successfully:

Now that you've setup OData access, you can use it in Excel, Power BI, or any other analytics software that supports OData, to create your own custom reports.

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2. How to access and analyze your data in Excel

In Excel, go over to the 'Data' tab and then under the 'Get Data' drop down, choose 'From Other Sources' and then 'From OData Feed':

Then on the next screen, copy and paste the OData feed URL: https://api.qorushub.com/customer

Next, enter your OData username and password. Then on the following screen, select the table(s) you want to load to Excel on the left-hand side of the screen, then click on 'Load':

To learn more about working with OData in Excel, click here.

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3. How to access and analyze your data in Power BI

Note: you will need a Power BI Pro license to do this

Connecting your OData feed to Power BI is very similar to the way it works in Excel. If you'd like to use our pre-built template, please download it from the attachments section below.

First, select 'OData Feed' from the 'Get Data' menu: 

Then, copy and paste the OData feed URL in the box provided:  https://api.qorushub.com/customer

Next, enter your OData username and password. Then on the following screen, select the table(s) you want to load to Power BI on the left-hand side of the screen, then click on 'Load':

To learn more about Power BI and how to use it, visit the Power BI learning center here.

4. Understanding the OData tables

The OData feeds have several tables in them. We’ve included an excel data dictionary in the attachment section below titled :”Odata Fields 2022-02” to help you navigate the feeds, with explanations for values listed to help you get the right data. The tabs listed below have the following purposes:

• Tables and Columns: a list of all the tables and their columns
• CustomerActivities: activities that occur in QorusDocs with information about which user did it and when.
• CustomerActivities – activities: explaining the types of activities.
• CustomerAiSessionInteractionContent - Lists AI session interaction content, including content source details and file names associated with each AI session interaction. Useful for tracking what content was involved in AI-driven sessions.
• CustomerAiSessionInteractions - Shows a list of AI session interactions, including session IDs, names, roles, content, creation dates, and associated SmartSkills. Helps monitor and analyze AI session usage.
• CustomerAiSessionInteractionSources - Details the sources used in AI session interactions, such as content source IDs, source types, file IDs, and file names. Useful for tracing the origin of content used in AI sessions.
• CustomerAiSessions - Lists AI sessions with details like session ID, name, user, creation date, input/output tokens, and active status. Useful for tracking AI session activity and usage metrics.
• CustomerSharedContentSourceUsage - Tracks activities related to shared content sources in hubs, including action methods, applications, content source names, file details, search keywords, and user information. Useful for monitoring shared content usage
• CustomerSmartSkills - Lists AI SmartSkills, including skill names, descriptions, prompts, product areas, sources, notes, and favorite status. Useful for managing and reviewing available SmartSkills.
• Groups - Tracks group memberships, showing which users belong to which groups and their associated hubs. Useful for managing user access and permissions.
• PursuitAutoAnswer - Keeps track of documents used in Auto Answer linked to pursuits, including pursuit details, document URLs, question counts, and completion percentages. Useful for monitoring Auto Answer usage in pursuits.
• Pursuits - information about Pursuits.
• PursuitSmartFields - information about the Smart Fields associated with Pursuits.
• SharedDocuments - data about documents shared via the Share and Track functionality.
• SharedDocumentViews - data about documents that were shared out to someone via the Share and Track functionality.
• UserInfo - contains information about a User in the Hub.
• Assignments - information about Assignments in the Hub.

Publisher-only Tables: these will only be populated if you have access to the Publisher model:

• CustomerSharedContentSourceUsage: information about the usage of a given Content Source within a Hub
• SubcribedUsers
• Subscribers
• UserInfoExt

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5. The Customer Report Template

If QorusDocs customers are interested in user activities within QorusDocs, content usage, how content is being managed, the status of a Pursuit or the status of an Assignment, the answers lie within our out-of-the-box template built in Power BI. Here follow the steps that will guide users through the process of configuring the Power BI template:

1. Setup your OData credentials
2. Click on the link at the bottom of this webpage: Customer Report Template 20xx-xx.pbit
3. Open the downloaded .pbit-file
4. Under the Basic menu, enter the credentials you setup in Step 1:
   
5. Right-click on the page name at the bottom if you prefer to remove or hide a page from your report
   
   
    
6. Save and rename the file
7. Under the Home menu, click on Publish to upload the report to your preferred Power BI workspace
8. Setup a refresh schedule for your dataset

Refer to Customer Report Template Tips 202x-xx.docx at the bottom of this webpage for more tips!

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6. Setup an automated refresh schedule for your Power BI report

After publishing a Power BI report to the Power BI service, it is important to configure the credentials and to setup an automated refresh schedule to ensure that the report is populated with the latest data.

Here follow the steps that will guide users through the process of configuring credentials (this step is necessary for a successful data refresh):

1. In the navigation pane, under Datasets , select More options (...) next to your dataset (the dataset name will be the same as the report name, unless the user renamed it)
2. Select Schedule refresh
   
3. Under  Data source credentials , click on Edit Credentials
4. Under Authentication method, select Basic.
5. Enter OData credentials and Sign in.
   
6. The user is only required to sign into a data source the first time you use refresh on that dataset, unless the OData credentials have changed.

Here follow the steps that will guide you through the process of configuring an automated refresh schedule:

1. Follow steps 1 and 2 above
2. Set the Keep your data up to date slider to On
3. Configure the settings

4. Please note that the scheduled refresh will pause after 2 months of inactivity. For more information visit Microsoft's Docs.  

Feel free to contact Support if you need any assistance!