1. Business Intelligence Connector
  2. Publishing Lists

Publishing Lists

Note:

The functionality described in this topic requires the following features and role permissions. Contact your account administrator if you are not sure about the features enabled for your SuiteProjects Pro account or about your role permissions.

  • Features:

    • Business Intelligence Connector

    • Save list layouts

    • (Optional) Report Analytics

  • Role permission: Publish list view via BI Connector

The Business Intelligence (BI) Connector feature lets you publish lists and make the list data available for import into any BI tools supporting OData V4/JSON or for use within your form and scheduled scripts in SuiteProjects Pro.

Published list data is updated in real-time and available instantly to your connected BI tools. If your BI tools are configured to refresh automatically, the data you see in these tools will synchronize with the list data in SuiteProjects Pro during every refresh. For more information, see Connecting BI Tools to Your OData Feed.

There are two ways of publishing list data to BI Connector depending on your account configuration and your role.

After list data is published to BI Connector, you can delete published lists from BI Connector at any time. See Deleting Published Lists.

Note:

The BI Connector feature supports all major lists from the Expenses, Invoices, Projects, Purchases, Resources, Timesheets and Workspaces applications. The following lists are currently supported:

  • Expenses — Expense reports, Authorizations, Alerts

  • Invoices — Invoices, Charges

  • Projects — Bookings, Projects, Tasks, Issues, Alerts

  • Purchases — Purchase requests, Purchase orders, Fulfillment, Fulfillments

  • Resources — Resources, Bookings, Alerts

  • Timesheets — Timesheets, Time entries, Time off requests, Leave accrual, Alerts

  • Workspaces — Workspaces, Discussions, Documents, Alerts

  • Administration – Global Settings — Contacts, Customers, Job codes

Publishing Lists by Editing Custom List Layout Properties

You can edit the properties of a custom list layout you own to publish the list to BI Connector as a private resource or a public resource.

Note:

You can only edit the properties of a custom list layout you own. If you are an account administrator or have the View and modify all saved list views role permission, change the ownership of the custom list layout to yourself first before you can edit its properties.

To publish a list by editing the custom list layout properties:

  1. Go to the list you want to publish.

  2. Select one of your list layouts or create a new one based on the active configuration. For more information about list layouts, see Personalized List Layouts and Custom List Layouts.

  3. Click Edit properties in the List Layouts panel, or click Save as ... if you are creating a new list layout.

  4. In the Edit list view settings (or New list view settings) form, select one of the available options under Publishing to BI Connector:

    • Do not publish — the list will not be published (this is the default setting).

    • Publish as private — the list will be published, but only the user publishing it can access the data.

    • Publish as public — the list will be published and available for any user to access. This option respects role permissions and rules for data access, so users can only see data which their role allows them to see.

    List layout settings popup window.

  5. Click Save.

  6. You can connect your BI tools to your published list data and work with your list data from your BI tools. See Connecting BI Tools to Your OData Feed.

Publishing Lists to BI Connector as Public Resources Using Report Analytics

If the Report Analytics feature is enabled for your account, and you're an account administrator or have the Enable report analytics role permission, you can go to Reports > Analytics > Lists to view the custom list layouts you can use to publish list data as public resources to BI Connector. You can publish list directly from this list.

Note:

The Lists tab shows only the custom list layouts that you can publish to BI Connector as public resources or that are already published to BI Connector as public resources. It doesn't include custom list layouts that are already published to the BI Connector as private resources.

For more information about the Report Analytics feature, see Report Analytics.

To publish a list to BI Connector as public resource using Report Analytics:

  1. Go to Reports > Analytics > Lists.

  2. Locate the custom list layout corresponding you want to publish to BI Connector as a public resource. The list must have the status "Not published" or an empty status.

  3. Click the publish icon Publish icon.

    A confirmation dialog appears.

  4. Click Confirm to publish the list to BI Connector.

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