Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

OData Access for Planview Enterprise and Enterprise One

Introduction

  • Data security on the Planview Cloud SaaS infrastructure means that direct database access is not possible
  • OData is the mechanism by which customers can access the database for reporting and analysis purposes, using the OData Open Data Protocol: standard protocol for consuming data through REST API’s
  • More information - http://www.odata.org/

How is OData Used in Enterprise One

  • OData is the mechanism by which Power BI connects to data in the Planview cloud, across our product lines:

    • Power BI Desktop access

    • Power BI.com cloud access

    • In-Application PowerBI Report Tiles in Enterprise One Release 16+

The following diagram illustrates the places where oData is used to provide reporting tools with access to data from Enterprise One Portfolio and Resource Management

 

oData in PRM.png

Using OData with Other Business Intelligence Tools and Data Access Initiatives

  • OData can be used to connect alternative business intelligence tools to Enterprise One and Planview Enterprise data

  • These business intelligence tools must support OData 3.0 and include QlikView and Tableau

  • Users must authenticate with a Enterprise One/Planview Enterprise user ID and the user must have the Download via OData user role feature, which is subject to an additional license fee

  • Data from the transactional database or the datamart can be accessed, through a custom SQL Server Reporting Services (SSRS) query

Connecting to OData Service

Changes in Dataset Naming Conventions

Note: For releases prior to Planview Enterprise One release 15.8.0 – PRM and Planview Enterprise One release 16 – PRM, any existing Power BI Desktop report connected to Microsoft SQL Server Reporting Services (SSRS) standard datasets through OData needs to have its dataset name adjusted before using the report in Planview Enterprise One release 15.8.0 – PRM, Planview Enterprise One release 16 – PRM, or later releases for the first time. For more information, see OData Dataset Naming Convention Changes.