Build Dashboards with Productboard Data in Dundas BI

The CData ODBC Driver for Productboard enables access to live data from Productboard under the ODBC standard, allowing you work with Productboard data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Productboard data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Productboard data in Dundas BI.

Connect to Productboard Data

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   Authentication

   To authenticate to ProductBoard, and connect to your own data or to allow other users to connect to their data, you can use API Key authentication.

   Using API Key Authentication

   To authenticate using an API Key, you need to obtain your API Key from your ProductBoard workspace settings.

   You can then connect by setting the AuthScheme to APIKey and providing your API key:

   • AuthScheme: Set this to APIKey.
   • APIKey: Set this to your API key from ProductBoard.

   When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

2. Open the Dundas BI interface, open the menu, and click New Data Connector.
3. Configure the Dundas BI Data Connector:
   • Name the Data Connector.
   • Select "ODBC generic" as the Data Provider.
   • Check the "Use System DSN" checkbox.
   • Select the appropriate System DSN.
   

Add Productboard Data to a Dashboard

You are now ready to create a dashboard with Productboard data.

1. Navigate to the Home page.
2. Click Explore Data.

3. Expand the appropriate Data Connector.
4. Drag the relevant data from the Connector to the panel.
   • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
   • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.

5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.

6. Click Add To New Dashboard to add the visualization to a new dashboard.

7. Configure the dashboard, creating dynamic visualizations of Productboard data.