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Build Dashboards with ServiceNow Data in Dundas BI
Create dynamic dashboards and perform analytics based on ServiceNow data in Dundas BI.
The CData ODBC Driver for ServiceNow enables access to live data from ServiceNow under the ODBC standard, allowing you work with ServiceNow data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to ServiceNow data as a generic ODBC Data Provider and create charts, reports, and dashboards based on ServiceNow data in Dundas BI.
About ServiceNow Data Integration
CData simplifies access and integration of live ServiceNow data. Our customers leverage CData connectivity to:
- Get optimized performance since CData uses the REST API for data and the SOAP API for schema.
- Read, write, update, and delete ServiceNow objects like Schedules, Timelines, Questions, Syslogs and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Securely authenticate with ServiceNow, including basic (username and password), OKTA, ADFS, OneLogin, and PingFederate authentication schemes.
Many users access live ServiceNow data from preferred analytics tools like Tableau, Power BI, and Excel, and use CData solutions to integrate ServiceNow data with their database or data warehouse.
Getting Started
Connect to ServiceNow Data
- 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.
ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, specify the Instance, Username, and Password connection properties.
See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.
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.
- Open the Dundas BI interface, open the menu, and click New Data Connector.
- 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 ServiceNow Data to a Dashboard
You are now ready to create a dashboard with ServiceNow data.
- Navigate to the Home page.
- Click Explore Data.
- Expand the appropriate Data Connector.
- 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.
- Click Re-visualize from the menu bar and select the appropriate visualization for the data.
- Click Add To New Dashboard to add the visualization to a new dashboard.
- Configure the dashboard, creating dynamic visualizations of ServiceNow data.
Ready to get started?
Download a free trial of the ServiceNow ODBC Driver to get started:
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ServiceNow ODBC Driver
The ServiceNow ODBC Driver is a powerful tool that allows you to connect with live ServiceNow data, directly from any applications that support ODBC connectivity.
Access ServiceNow data like you would a database - read, write, and update Schedules, Timelines, Questions, Syslogs, etc. through a standard ODBC Driver interface.
