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Planview Customer Success Center

Accessing AgilePlace data using OData

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Introduction

The OData reporting service provides a more customizable, advanced experience for reporting on and visualizing AgilePlace information.

Additionally, if you append /odata/ (slash at end required) after navigating to any AgilePlace environment you’ll get metadata for all available entities that you can retrieve from the OData servers. You’ll find common entities that the reporting API provides, such as card, boards, and connections. In order to leverage this OData service, you must be using a BI tool that supports an OData service. In doing so, users call specific data, not every single board in their environment. (Customers will own their own reports in their BI tool of choice)

           

Connect AgilePlace with OData Power BI Template

  1. Install the Microsoft Power BI Desktop application.
  2. Download the AgilePlace OData Template and open it in Power BI Desktop.
  3. Once you open the template you will be prompted for the following parameters:

               

    clipboard_ed7cac7866faaf8f64a1164f90c1a3307.png

               

    • AgilePlace OData URL: The URL format should be: https://youraccountname.leankit.com/odata/ 
    • Include Card Description: Select true  if you want to include the card description field, or select false if you don't want to include it.

                 

      NOTE

      Including card description might impact the performance and time to load data to Power BI.

                 

    • API Token: The token is created in the AgilePlace application as shown in the following animation.
      Click to expand or shrink

                 

  4. After you paste and select the template parameters, Power BI will confirm the authentication type, which should be anonymous.

               

    clipboard_e0c75b81c8f5774f93473bdbeaaa58030.png

               

           

        

Passing Filters to OData

When you call into the service, when you call the OData server you can pass certain filters. If you just want to build a report based on a board, you don’t need to retrieve all your account data. When you call your data server, you can pass specific parameters and it’ll return those specific boards.  In this example, the user just calls specific data, not every single board in environment. See the Filter System Query section in https://www.odata.org/documentation/...l-conventions/ 

           

           

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NOTE

AgilePlace OData service only includes data for the last 365 days i.e. if an item hasn't had any activity in the last 365 days it will not appear in the OData Service results.