Create Reports from Planio Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Planio data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Planio and generating reports from Planio data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Planio, making it straightforward to construct reports directly from live Planio data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Planio. This leverages server-side processing to swiftly provide the requested Planio data.

Configure Planio Connectivity for Looker Studio

Connectivity to Planio from Looker Studio is made possible through CData Connect AI. To work with Planio data from Looker Studio, we start by creating and configuring a Planio connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Planio" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Planio.

   Start by setting the Profile connection property to the location of the Planio Profile on disk (e.g. C:\profiles\Planio.apip). Next, set the ProfileSettings connection property to the connection string for Planio (see below).

   Planio API Profile Settings

   Enable the REST API in Planio Administration Settings, then go to My Account > API Access Key and click Show to reveal your API key. Your subdomain is the prefix of your Planio account URL.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Planio Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Planio data from Looker Studio.

Visualize Live Planio Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Planio data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.

2. Click Authorize and allow access to your Google account.
3. Click Authorize to authenticate with your CData Connect AI instance
4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next

5. Now select a Connection (e.g. API1) and click Next
6. Select a Table (e.g. Companies) or use a Custom Query and click Connect to continue
7. If needed, modify columns, click Create Report, and add the data source to the report.

8. Select a visualization style and add it to the report.
9. Select Dimensions and Measures to customize your visualization.

Live Access to Planio Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Planio data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Planio data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.