Disclose Analytics provides data models and entities you can use to create custom reports. You access the data using the OData protocol, which is supported by Excel, Spotfire, Tableau, Power BI and other reporting tools.
Note: Certain data entities are refreshed once per day, so there may be a lag when viewing real-time data.
Accessing Disclose Analytics Data
Prerequisite: You must be using Disclose 2.21 or higher to access these models
Customers must first get their authentication credentials to access the Disclose Analytics models
Send Support the IP Range for end users (customers should work with their IT to get this)
Support will send your company URL to access OData, and a username and password
URLs and credentials to access Odata (for the DEV, UAT and PRD environments) can be provided to each customer as a shared account, or to each user (Please see How to set up user-managed credentials for Odata access)
Now you are ready to access Disclose Analytics with your tool of choice
Accessing Disclose Analytics using OData from Excel
If you are looking to create some reports using Excel, you can follow these instructions:
Open a new Excel file and select Data > Get data > From Other Sources > From OData Feed
Enter the URL provided by support (see above)
Select "Basic", and enter the username and password provided by support (see above), and select "Connect"
Select datasets from the available entities
You have the option to 'Transform' the content from Excel (this is Excel functionality, and your tool of choice may have other functionality to adjust the content). In Excel, the action that you defined in 'Transform' will modify the information that comes into your report - so it makes the changes you request before you see it in Excel. Some options (these are examples of common things you may wish to do and do not cover the full range of possibilities using Excel).
Filter content - you can filter the rows that make it into Excel. This is recommended to limit the number of rows that are returned to improve performance.
Example: You may want to filter on studies with an Actual Primary Completion Date to limit the studies where results are due
Columns - you can remove the columns that you don't need in your report. These rows will not show up on your Excel report
Example: The Study Summary entity has 80+ columns, many of which you may not need for a given report. The removed columns will not show up on your Excel report
Reorder columns - you can change the order of columns as you desire
Example: If you want to see the GSO prior to the study ID, you can reorder the data that comes into Excel
Create new columns - you can create new columns, often by using a formula to create new data.
Example: if you want to see how many days you have until your disclosure is due, you can add a column with a formula to calculate how many days from today the disclosure is due
Save the Excel file to your local machine or file share
To refresh data, select Data > Refresh All
This is one of the more powerful uses of accessing your data using Excel. After your report is initially set up, you can refresh the content without recreating the report. For those that maintain a separate spreadsheet to manage some activities, this may make that easier.
To learn how to merge 2 queries, please watch this learning video from Microsoft: Merge queries and join tables (microsoft.com)
NOTE: If you are having connection issues connecting to the DEV or UAT data source, it may be that your credentials were saved and need to be cleared. To clear saved credentials in Excel, select "Data" > "Get Data" > "Data Source Settings". Select the saved URL settings and click "Clear Permissions". You will be prompted for the username and password the next time you try to connect. This issue should not occur when connecting to Production data as the URL is different for Production (vs DEV/UAT).