Set Up Direct Data Access

Required security profile permissions: Direct Data Access View

The direct data access feature lets you securely connect to your business unit'sHigh-level organizational grouping used to manage technical support, billing, and global settings for your NICE inContact environment database in Microsoft Excel 2013 or later to create customized reports and analytics.

1. Open Excel and click File → Options.

2. In the popup window, click Add-Ins. Set the Manage: drop-down to COM Add-Ins and click Go...

3. If they are not already selected, select the Micosoft Office PowerPivot for Excel and Power View checkboxes. Click OK.

   

4. Create a new workbook.

5. Open the Data Connection Wizard.

   If you are using Excel 2013

   1. Click the Data tab.
   2. Click the From Other Sources drop-down.
   3. Select From Analysis Services.
   If you are using a version of Excel later than 2013

   1. Click the Data tab.
   2. Click Get Data. If you do not see Get Data, click New Query instead.
   3. Select From Database → From SQL Server Analysis Services Database (Import).

6. Identify your server by performing the following on the first page of the Data Connection Wizard:

   1. Set the Server name according to the following cluster information:
      • A31 — https://bi-aa.niceincontact.com
      • B2-C20 — https://bi.incontact.com
      • E1 — https://bi.incontact.eu
      • AWS C30 or C31 — https://bi-ao.incontact.com
      • AWS C29 & C32 or higher — https://bi-ao.nice-incontact.com
   2. Click OK.
   3. Select the Use alternate credentials radio button.
   4. Set the User Name to your NICE inContact Central username and the Password to your NICE inContact Central password.
   5. Click Connect.
   

   The wizard changes to the Select Database and Table page.

   When you set up the location and user credentials, you might encounter an error that says "Parser: The syntax for 'GET' is incorrect" as depicted below. Typically it means you entered the server name or your credentials incorrectly. Verify that your server name is correct and that you are using an HTTPS address and not an HTTP. Verify that you typed your credentials correctly.

7. Select the data model you want to use for your reports from the Select the database that contains the data you want drop-down. You can choose from ACD (automatic call distribution)Automated Call (or Contact) Distribution; system that recognizes, routes, and connects contacts to available agents based on skill and priority. Detail (Contact Detail), Insight (Contact Summary), Intraday ACD Detail (Intraday Contact Detail), or Personal Connection.

8. Select the perspective you want to connect to. You have the following options:

   • Agent Statistics — Limits your view to statistics that relate to agents. Limiting your statistics can minimize data issues caused by attempting to bring unrelated data into a single report.
   • Contact Statistics — Limits your view to statistics that relate to contacts. Limiting your statistics can minimize data issues caused by attempting to bring unrelated data into a single report.
   • Model — Contains a full list of all available data.

9. Click Finish.

   The wizard changes to the Save Data Connection File and Finish page.

   When you set up the connection to a data model, you might encounter an error message that says "Errors in the OLE DB provider" as depicted below. If you receive this error, the PowerPivot plug-in is not enabled. See the first few steps of this procedure for instructions for enabling it.

10. Set the Friendly Name to something easy to remember. If you intend to use this connection for Power View reports, you must select the Save Password in FIle checkbox. In any other case, selecting the checkbox is optional. Leaving it unchecked requires that you reenter your username and password every time you reconnect. Click Finish.

    The Import Data window appears.

Choose from one of the following three options from the radio buttons in the Import Data window:

• PivotTable Report — Builds a tabular, pivot table-based report.
• PivotChart — Builds visualizations off of a pivot table-based report.
• Power View Report — Builds a graphical report using Excel Power View.

Click OK.