OneAnalytics Integration - Snapshots

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This article explains how snapshots function in the OneAnalytics integration.

Snapshot Frequency

Snapshots can be taken up to once a day.

Snapshot Data Options

OData Table Names

Snapshots can be done for tables listed below. 

Tables must be listed in the OData Table Names configuration setting in order to be included in the snapshot.

Activities

Plan_Epic

Plan_Project

ResPlanLog

Assignments

Plan_Idea

PlanDependency

StatusReports

Association

Plan_KeyResult

PlanInsights

Tasks

Costs

Plan_Objective

Plans

TimeOff

ModelerModel

Plan_Portfolio

RateTable

TimesheetAudit

ModelerScenarioPlan

Plan_Program

Resources

 

Note

Snapshots cannot be done for Capacity, ResPlan, Timesheets, and Teams

Columns to Snapshot

Some built in fields are automatically added to the snapshot tables. Custom fields are added to the snapshot only if they are listed in the "Columns to Snapshot" configuration setting.

To guarantee the accurate selection of columns for snapshotting, the value entered here should adhere to the TableName1{FieldName1, FieldName2}; TableName2{FieldName1} format. The field names are the OData field names. (not the fields names from the OnePlan configuration page) Please verify the field names you enter using the OData feed to make sure they match.

What happens if no values are entered?

In the event that no values are entered in this field, the default behavior will result in the snapshotting of all columns within the OData Table names field.

What happens when values are entered?

When the values of TableName{Field1,Field2} are entered within the Columns to Snapshot field, those specific tables will be queried for the snapshot. Once the TakeOnePlanSnapshot strategy has run, a new table will be created within SQL with the name of OnePlan_Snapshot_{TableName}.

Choice Column for Time Tracking

What happens when values are entered?

When choice fields are listed, a new Snapshot table will be generated for any table that has the choice field listed, regardless of the table that has the choice value.

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