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:
For more information, see:
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:
Getting Started¶
To connect an analytics tool:
- Generate a BI API token.
- Select your preferred analytics platform.
- Connect to the FieldOps BI endpoint.
- Authenticate using your BI token.
- 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.