In today’s data-driven world, customers and prospects want to gain insights from Jive with a deeper understanding of how users connect and collaborate. Our Community Manager Reports (CMR) is a great way to offer quick access to commonly used metrics. There’s also a growing need to enable popular Business Intelligence (BI) tools such as Tableau with access to the Jive data.This blog discusses how you can create a Tableau dashboard using Jive data.
Customers constantly request the need to integrate Jive data into their BI tools. Previously, we have stated that this is actively supported, but have never tested this actively.
This blog covers, our attempt at validating the integration and the ease at which a BI dashboard can be published using Jive data.
Tableau Dashboard using JIve Data
Data Export Service Access
To be able to pull data from the Jive Access to Jive's Data Export Service. To get access to the data export service you will need to have a Client ID and Secret Key. This can be achieved using the following steps.
If you have a third-party tool, or some other consumer for your analytics data, you can use the Jive UI to generate a client-specific ID and secret. The consumer would then use that client ID and secret to access your data in the Jive Data Export UI. We follow the OAuth 2 spec. http://tools.ietf.org/html/rfc6749#section-2.3.1.
"To create a new client ID and secret that enable access to your instance:
- When logged in to Jive as a full access administrator, click your avatar in the top right, and select Add-ons.
- From the Add-ons tab, select Analytics Services > New Client.
- Enter the Client name. Make sure you use a descriptive name that will help you remember the system it's being used for.
- Click Generate Client ID & Secret.
- Copy and paste the information to where you can find it when you need it.
- Use the Authorization key (which is valid for only 30 minutes) by making the following auth WS POST call. (Be sure this is a POST request; if you do a GET request, you will receive a 405 error. You can do a POST via the curl command as shown in the examples.)
- https://<cloudanalytics_server_host>/analytics/v1/auth/login?clientId=<Client ID>&clientSecret=<Client Secret> and substituting:
- cloudalytics_server_host with the host or port for the Jive Data Export server. Note: The cloud analytics server is api.jivesoftware.com for customers in our US datacenter and api-eu.jivesoftware.com for customers in our European datacenter.
- Client ID and Client Secret from the previous steps.
Note: Access can be revoked at any time using the Add-ons interface in your Jive instance."
After you get access to the Data Export service, you can login into the data export service, using Client Id and Secret key. This can be achieved using the following steps.
- Go to API Explorer in your browser. Any modern browser should be supported, but Chrome works really well for me.
- Enter the Client ID & Secret ID and click Login.
- Now that you're in, you should get an ominous-looking page like this:
Data Sets and Filters
- Content CSV will download a csv containing the events which are taken on content objects. For example, ACTIVITY_CREATE_DOCUMENT will be in the content csv because the action object is a document, which is a type of content.
- User CSV will download a csv containing the events which are taken on user objects. For example, ACTIVITY_LOGIN_USER and ACTIVITY_VEW_USER events will both be in the user csv because the action object is a user.
- Place CSV will downalod a csv containing the events which are taken on places. For example, ACTIVITY_VIEW_SOCIALGRUOP and ACTIVITY_MODIFY_SOCIALGROUP will be in the place csv.
- Activity CSV button downloads a csv containing the events which do not fall into categories of content, user, or place. Examples of this are interactions with tags, searches, or custom content types from plugins, etc. Here are some examples: ACTIVITY_ACCLAIM_TAG, ACTIVITY_CONTENT_OR_PLACES_SEARCH, ACTIVITY_VIEW_EVENT, ACTIVITY_SPOTLIGHT_SEARCH
Here is a breakdown of what the different filters mean and how you can use them:
|Action||These are the activities that a user can take in the community. By default, you see ALL actions taken during the time period.|
Grab action names from the EXAMPLE column under List of All Data Export Events at Using the Jive Data Export (Analytics) Service | Jive Community .
|When trying to count particular activities (like creates, user logins, etc.).|
|ActivityTime||All activities at a particular timestamp.||SAMPLE: 1403210186028||This could be useful if you were debugging an issue and trying to determine exactly what happened at a particular time.|
|ActivityTime.Date||This filter should be removed in an upcoming release.|
|ActivityTime.Hour||This filter should be removed in an upcoming release.|
|Actor||All activities by a particular user.|
When Actor is selected, you can then filter by any profile field set up in your community to choose particular users. The profile fields available are specific to the community.
SAMPLE: Name = "ANONYMOUS" or LastName = "Mathews"
|When trying to isolate activities by particular members or groups of members.|
|ActorActionObject||All activities performed upon a user (like Follows, Views, etc.)||Same filters as Actor.||When trying to figure who is viewing and connecting with other users.|
|ContentActionObject||All activities performed on a specific piece of content or content type.|
There a whole mess of filters available for this report, but ObjectType, AuthorID, and FileName seem to be the most useful.
|When trying to determine new document creation, edits, etc. or activities on a particular piece of content or user's content.|
|Destination||All activities by all users on all content types in a particular place.||For the average business user, the useful report inside of here is the user agent to figure out what browser visitors are using.|
Integration with Tableau:
Used the public version of Tableau to vet out the idea and see how simple the integration is. The total time to create a dashboard was about 4 business days. While much of it was skunk work, special attention was given to data validity and data cleansing.
- The public version of Tableau is available here: Free Data Visualization Software | Tableau Public
- Download the CSV for Activity from the Jive data export service.Launch the Tableau public version , the first screen is the select a data source screen
- Select the date range that you want to build the visualization for
- It is recommended, that you select a shorter date range to test the data set and pick a specific set of actions on first run, to validate the set of columns and the data types.
- Select the file that you downloaded and upload it into the Tableau instance. The default name of the downloaded CSV file is 'cloudalyticsActivity.csv'
- Then click on Go To worksheet and you will see a new data source to show up.
Note: The version above shows additional data sheets that have been added .
- Once the data is connected, you can create various visualizations and dashboard using Tableau features.
Note: You can learn more about how to use Tableau here: Tableau Training for Beginner - YouTube
This exercise was focused on Session and User analysis.
- User Name
Sessions : Count of Websession Id
User Count: Count Distinct of User Name
With these dimensions and measures, the following Tableau dashboard can be created.
About the Author:
Udit is the Director of Product Management for Analytics at Jive. He is responsible for Jive's Analytics portfolio and has been in the analytics space for the past 14+ years . He holds an MBA from the HAAS School for business, Berkeley and was an early member of Domo's product team.