CoE Manager Plus - Integrate with other reporting tools

Integrate CoE Manager with other reporting and visualization tools such as Power BI and Tableau to export your organizational data in different formats. The integration supports the export of data in HTML, CSV, and JSON format.

Prerequisites

Raise a service request ticket to get your FastTable API token. For assistance, contact Automation Anywhere support.

Procedure

  • Use FastTable to export the data.
    1. Navigate to FastTable URL.
    2. Enter the following fields:
      Data field Value
      k API token received after raising the service request
      entId This is the id of your enterprise.
      1. Navigate to Admin-Advanced > Additional Settings
      2. Copy the value in the Enterprise ID field.
      rootWorkItemId Click the menu (three vertical dots) on the right and select Info > ID.
      rootWorkItemType Workstream__t
      descendantType Opportunity__t
      appApiName
      1. Navigate to Admin-Advanced > Additional Settings
      2. Copy the value in App field.

        For example, App_1_app.
      columns Build a query to define the data fields you want to import. For example,
      {
"name":"Name",
"Idea_Submission_Date__c":"Submission Date",
"Stage__c":"Stage",
"Total_Savings__c": "Expected Savings",
"Deployed_Savings_per_Day__m/actual__d/2024-01-02": "Actual - Benefit - 2024-01-02",
"Deployed_Savings_per_Day__m/actual__d/2024-01-03": "Actual - Benefit - 2024-01-03"
}
      domain This is an optional field, default value is app.shibumi.com.
      format Select the output format. Choose one of the options give below:
      • html
      • json
      • csv
    3. Click Submit.
      The data in the format specified is generated which can then be imported into any reporting tool (PowerBI or Tableau).
  • Use connector URL. You can also use the connector URL given below and edit the attributes such as API key, entId, and columns (query) to generate the data.
    https://util.shibumi.com/utilities/integration/bi/data_fasttable?k=<GET_YOUR_FASTABLE_API_TOKEN>>&entId=f79ce11f-bc4c-46e6-8d4a-4652ed132a24&rootWorkItemId=1&rootWorkItemType=Workstream__t&descendantType=Opportunity__t&appApiName=App_29__app&columns={ "name"%3A"Name"%2C "Idea_Submission_Date__c"%3A"Submission+Date"%2C "Stage__c"%3A"Stage"%2C "Total_Savings__c"%3A+"Expected+Savings"%2C "Deployed_Savings_per_Day__m%2Factual__d%2F2024-01-02"%3A+"Actual+-+Benefit+-+2024-01-02"%2C "Deployed_Savings_per_Day__m%2Factual__d%2F2024-01-03"%3A+"Actual+-+Benefit+-+2024-01-03" }&domain=&format=html

    Paste this URL in the reporting tool that will act as a connector to directly get the required report from CoE Manager.