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Business Intelligence

FieldOps provides secure access to operational data through its Business Intelligence (BI) API.

The BI API enables organizations to connect their FieldOps data to analytics and reporting tools such as:

  • Microsoft Power BI
  • Microsoft Excel Power Query
  • Tableau
  • Other BI platforms that support REST API connections

This allows monitoring teams, programme managers, and decision-makers to build custom dashboards, analyse performance, and generate reports using their preferred analytics tools.


How It Works

FieldOps exposes structured datasets through secure API endpoints.

Analytics Tool
      |
      | HTTPS Request
      | Authorization: Bearer Token
      |
FieldOps BI API
      |
Operational Data

BI tools do not connect directly to the FieldOps database. Instead, they consume controlled datasets through the FieldOps API layer.

This provides:

  • Secure access to organizational data
  • Controlled data exposure
  • Better performance and scalability
  • Compatibility with multiple analytics platforms

Supported Connections

FieldOps BI data can be accessed using:

Tool Connection Method
Microsoft Power BI Web connector with Bearer token authentication
Microsoft Excel Power Query Web connector with Bearer token authentication
Tableau REST API connection

Authentication

Access to BI data is controlled through BI API Tokens.

Each token is:

  • Linked to an organization
  • Securely authenticated
  • Permission controlled
  • Revocable
  • Traceable

When connecting an analytics tool, the token is supplied through the HTTP Authorization header:

Authorization: Bearer YOUR_BI_TOKEN

For more information, see:

BI Access Tokens


Available Data

FieldOps exposes curated BI datasets designed for reporting and analytics.

Examples include:

  • Visits
  • Projects
  • Programmes
  • Sites
  • Monitoring responses
  • Indicators and performance measures

Available datasets are documented here:

Available Datasets


Getting Started

To connect an analytics tool:

  1. Generate a BI API token.
  2. Select your preferred analytics platform.
  3. Connect to the FieldOps BI endpoint.
  4. Authenticate using your BI token.
  5. Load and analyse your data.

Connection guides:


Security Considerations

BI access is designed to provide reporting flexibility while maintaining control over organizational data.

FieldOps recommends:

  • Creating separate BI tokens for different reporting purposes.
  • Assigning only the required permissions.
  • Rotating tokens periodically.
  • Revoking unused tokens.

Never share BI tokens publicly or embed them directly in public reports.