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Help Billing, Cost & Revenue Managers

Gaining business intelligence using your Polaris data

Your Polaris data is a rich source of information that can help you identify trends and issues that affect your business. To help you accomplish your business intelligence strategy, Replicon offers several options for visualizing your data.

We offer sample dashboards and direct connection options for Tableau and Microsoft Power BI. And, if you use Google BigQuery for data warehousing, we have a connector for that, too.

Finally, if you want to build a custom connector, you can access our Replicon API for BI Services.

Using a connector for Tableau

We offer three connection options for Tableau:

  • Demo dashboards
    Demo dashboards include several pre-configured charts that are based on sample data. Use this option if you want to see what’s possible using Tableau.
  • Template dashboards
    Template dashboards allow you to view demo charts populated with your organization’s Polaris data. Use this option if you want to use your own data, but you’re not very familiar with Tableau, and need a starting point to create custom visualizations.
  • Replicon’s Web Data Connector for Tableau
    If you want to create charts from scratch in Tableau, this is the connection option you should try. With this native connector, data is sourced directly using Replicon API for BI Services.

All of these connectors are supported for use with the desktop versions of Tableau. They'll likely also work with other editions, though no other editions have been tested.

When you use a connector, users only see data that they have permission to view in the rest of the Polaris application.

Connecting to Tableau 

For details on how to connect to Tableau using any of the connectors described above, click the Business Intelligence link in the side menu of Polaris.

Using a connector for Microsoft Power BI

We offer three connection options for Microsoft Power BI:

  • Demo dashboards
    Demo dashboards include several pre-configured charts that are based on sample data. Use this option if you want to see what’s possible using Power BI.
  • Template dashboards
    Template dashboards allow you to view demo charts populated with your organization’s Polaris data. Use this option if you want to use your own data, but you’re not very familiar with Power BI, and need a starting point to create custom visualizations.
  • Replicon’s Connector for Power BI
    If you want to create charts from scratch in Power BI, this is the connection option you should try. With this native connector, data is sourced directly using Replicon API for BI Services.

All of these connectors are supported for use with the desktop versions of Power BI. They'll likely also work with other editions, though no other editions have been tested.

When you use a connector, users only see data that they have permission to view in the rest of the Polaris application.

Connecting to Power BI

For details on how to connect to Microsoft Power BI using any of the connectors described above, click the Business Intelligence link in the side menu of Polaris.

Pushing data to Google BigQuery for data warehousing

If you use Google BigQuery for data warehousing, we have a data connector that can extract your data from Polaris and populate your data warehouse.

If you use other business intelligence tools besides Tableau and Power BI, you can use the BigQuery connection to access your Polaris data for use with those tools. 

Contact your Customer Success Manager or Customer Support for more information, or to set up this connection.

Creating custom connections using Replicon API for BI Services

If you want to build your own analytics connection, you can access the Replicon API for BI Services directly. Please contact your Customer Success Manager or Customer Support for more information.

This option is typically used by customers who have their own proprietary data warehouse solution, so they require a custom connection.

FAQs

Where can I find Replicon's BI data model?

Click here to download our BI data model reference document.

What if the native connectors are too slow?

Our native connectors meet the needs of the vast majority of our customers. However, if you have a very large database, you may find the native connectors too slow. If this is the case, connecting to Polaris data hosted in Google BigQuery may be faster. Contact your Customer Success Manager or Customer Support for more information.

Related links

Using Replicon reports