Create Reports from Procore 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 Procore data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Procore and generating reports from Procore data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Procore, making it straightforward to construct reports directly from live Procore 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 Procore. This leverages server-side processing to swiftly provide the requested Procore data.

Configure Procore Connectivity for Looker Studio

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

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

2. Select "Procore" from the Add Connection panel

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

   To connect to Procore, register an application in the Procore Developer Portal under My Apps. Add an OAuth component to the Sandbox manifest, set the Redirect URI to https://oauth.cdata.com/oauth/, then promote the manifest to Production to receive usable credentials. Then set the following:

   • OAuth Client Id: The Client ID from your Procore application.
   • OAuth Client Secret: The Client Secret from your Procore application.

   Click Sign In to complete OAuth authentication.

   For service account access, add a Data Connection component to your app instead. Enter the OAuth Client Id and Client Secret — no browser sign-in is required.

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

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

Visualize Live Procore Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Procore 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 Procore Data from Cloud Applications

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