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Integrate with a custom data source (Metrics SDK)
Integrate with a custom data source (Metrics SDK)
Updated over a week ago

If you use an internal data warehouse, you can integrate it with Panobi using our SDK. Connecting the data you specify allows you to see your team’s work side-by-side with the impact it’s making on your most important metrics — for better analysis, decision-making, and company-wide communication.

How to connect your in-house data

These steps can also be found in your Panobi Integration Settings, if you have not yet configured this integration.

  1. Get the SDK

    • Panobi provides an SDK for implementing the integration between your internal system and your Panobi workspace.

    • Visit the Metrics SDK (with detailed instructions) at Panobi’s GitHub.

  2. Copy your signing key

    • In Panobi, navigate to your Settings, click on "Integrations", and choose the Metrics SDK from the list of available integrations. Open the Configuration tab and find the signing key in Step 2.

    • Click on the icon to copy it.

    • Click "Connect".

    • Paste your signing key into your code as directed in the example programs in the Read.me document.

How to add a metric (in-house data)

  1. Navigate to Metrics

    Click on Metrics in the left navigation, and then click on + Add metric in the top-right corner.

  2. Set up your metric details

    Give your metric a title and description, and choose the Metrics SDK from the data source dropdown. Now is also a good time to add labels: tags for easier search, as well as the relevant team and any collaborators that work regularly with this metric.

  3. Toggle "Time series" on or off

    Choose whether this new metric will be visualized as a time series chart or not. Only metrics configured as a time series chart will be available on your timeline. (This is how you should represent your KPI and OKR-level metrics such as “rate of activation”, “new users”, or “DAU”.) If you toggle "Time series" off, then the time series chart type will not be selectable on the Configuration tab.

  4. Copy your metric ID

    Click the duplication icon in the metric ID field to easily copy your secret metric ID for authorization.

  5. Configure the metric in your code

    Using the Metrics SDK read.me instructions, set up your new metric and plug in the ID you copied in the previous step.

  6. Finish configuration

    After you've pushed data in your code, return to the new metric editor window. Check your data results in the table on the Configuration tab. If you toggled "time series" off, then choose your chart type and any related details. Click "Done editing" to save as a draft metric or "Publish" if you're all set!

Troubleshooting

If you run into any issues integrating your custom data source with Panobi, please reach out to our support team.

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