Data & Analytics

Overview

Data and analytics integrations support portfolio reporting and deeper analysis outside Transform.

They are useful when centralized reporting or custom metrics are required.

Key Concepts

• Export: file-based extraction for analysis and archiving
• Connector feed: configured data movement to an external destination
• Reporting dimension: stable breakdown field, such as Segment Type, Process, or System Type

How It’s Used

Use exports for one-time analysis and evidence snapshots.

Use connector-based feeds when analytics must stay current across Projects.

Benefits

• Faster stakeholder reporting
• More flexible analysis for complex questions
• Reduced manual spreadsheet maintenance

Setup Steps

1

Standardize reporting dimensions

1. Confirm Segment Types and Segments are defined at the Organization level.
2. Confirm Process and System naming is consistent across Projects.
3. Confirm status meanings are stable.

2

Select the data movement pattern

Choose one:

• Export from views for lightweight analysis
• Connector for ongoing reporting feeds

3

Configure access and governance

1. Use least-privilege access for connectors.
2. Define owners for dashboards and datasets.
3. Document mappings and filters used for executive reporting.

Best Practices

• Keep shared dashboards stable for trend comparability.
• Avoid one-off fields that fragment reporting.
• Use Save Views to define consistent population sets for exports.

Summary

Data and analytics integrations work best when dimensions and status meanings are stable across Projects.

Related:

• Getting Started with Analytics
• Connectors