This article will cover these topics:
NOTE: BI Feeder is a paid-for add-on to Pipeliner. Please contact your Account Manager directly to discuss your needs for exporting Pipeliner data for use with your Business Intelligence (BI) Solution or email firstname.lastname@example.org and we will ask your Account Manager to contact you.
The BI Feeder allows you to export your Pipeliner data so it can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau, Click...). This will allow your business to report on aggregated data across the whole of your environment and to connect sales data to data from other company departments.
Pipeliner data can be queried and edited inside of the BI solution, without affecting the speed of the Pipeliner App.
Easily build custom dashboards within your BI solution.
Daily synchronization ensures that your data will be always ready for reporting.
Connect and visualize sales data with other departments like Marketing or Finance in your BI solution.
Display Sales dashboard with current data on your big screen in the office!
No maintenance costs for a client-side database from client-side.
Currently, we support exporting only to a PostgreSQL database.
Activating the BI Feeder
Before you can connect Google Data Studio to your exported database, you need to activate and configure the BI Feeder in the "Automation Hub". If you haven’t already done this (and made a note of the credentials to use to connect, please review this article).
Creating a new Data Source in Google Data Studio
Login to Data Studio with your Google account. Click on the "Create" button ⤵
Choose "Data source" ⤵
Scroll down until you can see and click on "PostgreSQL" ⤵
You’ll now need the connection credentials from the Pipeliner Automation Hub. If you haven’t made a note of them already, open up the Pipeliner Admin Module and find BI Feeder in the Automation Hub tab and click on it. The right-hand panel will display the "Server URL" and "User Name" and you can click again on "Generate Password" to view and copy the one-time secure password to use for your connection. You can easily copy the value to the clipboard.
NOTE: Every time you click on Generate Password, a new secure one-time use password is created. If another user subsequently creates another password, you’ll need to update all of your connections to reflect the new password ⤵
Paste the credentials into your new PostgreSQL connector settings in Data Studio ⤵
Host Name or IP
This is the first part of the server URL. For example, if your server URL is...
...paste bifeeder-crm.pipelinersales.com into the "Host Name" field.
Unless you have a specific port set up to use, you can leave this blank.
This is the second half of the Server URL. For example, if your server URL is...
...paste export_xxx_marketing into the "Database" field.
This is the "User Name" generated for you in the Automation Hub.
This is your one-time secure password from the Automation Hub.
Make sure to select this option.
PostgreSQL SSL Client Configuration Files
You’ll need to upload the file "rds-ca-2019-root.pem" which you can download from here.
You’ll need to upload the file "bifeeder_crt.pem" which you can access from here.
Client private key
Also, use the "bifeeder_crt.pem" for this key.
Finally, click on "Authenticate" ⤵
Once your connection is authenticated, you’ll then see a list of the tables you selected for inclusion in your exported database ⤵
Select one table to connect to for this data source OR write your own custom query to connect multiple tables together.
NOTE: Remember the Relation Tables in the Configuration of the BI Feeder in the Automation Hub. These tables act as the bridge between the different entities and specify the fields you need to use in your joins ⤵
Once you’ve selected your table or written your query click on "Connect". The fields from your table or your query will then be displayed ⤵
NOTE: Rename your data source so you know what tables or query it’s set up to access.
You’re now ready to create your report. You can click on "Create Report" from here or select your data source later ⤵
Remember you can make changes to your selected tables and fields at any time in the Automation Hub as well as generate new passwords. If you do make field changes, for example, you’ll be prompted to apply your changes when using the connection ⤵