This applies to:
Available with the following QorusDocs Editions:
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 contain detailed information around user activity, collaboration and content usage, including searches and inserts.
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. Filtering Pursuits by Pursuit Smart Fields
- 6. The Customer Report Template
- 7. Setup an automated refresh schedule for your Power BI report
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.
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.
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.
- 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.
- Pursuits: information about Pursuits.
- PursuitSmartFields: information about the Smart Fields associated with Pursuits.
- 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
5. Filtering Pursuits by Pursuit Smart Fields
Note that the ability to filter your report by Pursuit Smart Fields has been implemented in the existing Customer Report Template. For users who prefer to build their own reports - this method only takes a few minutes to do and will be permanently usable once set-up.