OneAnalytics enables advanced reporting and analysis by storing OnePlan data in a Microsoft SQL Server database. It allows users to create historical snapshots, build custom dashboards, and perform trend analysis using tools like Power BI. Beyond reporting, it supports internal one-way integrations by serving as a reliable data source for other systems. This makes OneAnalytics a powerful solution for extending the value of OnePlan across the enterprise.
Use Cases
OneAnalytics has the following most popular use cases:
Historical Reporting and Trend Analysis
- Use Case: A PMO wants to track how project budgets, timelines, or resource allocations have changed over time.
- Value: Snapshots from OnePlan are stored in the SQL database at regular intervals. Users can build Power BI reports to compare values across time periods. Enables identification of trends, such as recurring delays or budget overruns.
Syncing Project Data to an ERP System
- Use Case: The Finance team needs up-to-date project financials in the ERP system for budget reconciliation and forecasting.
- Value: Financial data (e.g., approved budgets, actuals, forecasts) from OnePlan is stored in SQL via OneAnalytics. A scheduled job pushes this data to the ERP system (e.g., SAP, Oracle). Reduces manual entry and improves alignment between project and financial systems.
Pushing Resource Assignments to a Time Tracking Tool
- Use Case: The organization wants to preload resource assignments from OnePlan into a separate time tracking tool used by employees.
- Value: Resource plans and assignments are pulled into SQL. An integration extracts this data and pushes it to the time tracking system. Ensures consistency between planned and reported work, improving time reporting accuracy.
Integrating Portfolio Data into an Executive Reporting System
- Use Case: Executives use a centralized reporting system to view all enterprise-level data, including project performance.
- Value: OneAnalytics stores project/portfolio KPIs from OnePlan. A nightly process sends curated metrics (e.g., health status, progress, risks) to the executive reporting platform. Keeps leadership informed without needing direct access to OnePlan.
Features
OneAnalytics supports the following features:
- Works with on-premises or cloud-based Microsoft SQL Server
- Secure connection options (e.g., IP whitelisting)
- Supports scheduled automatic data refresh.
- Choose exactly what data entity to import using configuration.
- Ability to take snapshots of the OnePlan data.
- Choose from different OneConnect subscription levels to match your needs.
Data Snapshot
A "data snapshot" is a read-only, static view of a dataset at a specific point in time that can be used for trend reporting.
Data Storage
By default OneAnalytics comes with Microsoft Azure SQL Server database that will store the OnePlan data. Access to this database can be restricted via firewall settings.
It is not a requirement to use a database in Azure, and on-premise databases are fully supported.
Setup Requirements
To set up OneAnalytics, you’ll need:
- An SQL database.
- The database is accessible (e.g., firewall rules, credentials, etc.)
Setup
To configure the integration, refer to the Integration Setup page.
Next Steps
After installing the integration:
- Configure field mappings and schedule sync jobs.
- Configure the snapshots if required.
- Load data from OnePlan into the SQL database.
- Create reports or integrations based on the data.
Mind the Gap
Known limitations of the integration:
-
This integration only loads data from OnePlan to SQL Server. It does not update OnePlan.
- The OData fields must be used in the configuration.
- The maximum frequency of snapshots is daily.
- If an entity is mapped for download, the snapshot will include that entity automatically.
- Snapshots cannot be done for Capacity, Resource Plan, Timesheets, and Teams.
Want to send data from SQL Server to OnePlan instead?
There's a separate integration for that! Please visit this page for more information.
Good to Know
Check out our best practices article for tips on optimizing the integration.
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