You can use OData to retrieve data from BlueDolphin in any reporting tool that supports OData feeds and basic authentication. OData is available by default for each tenant.
Power BI Desktop is not available for macOS. If you use a Mac, use the Power BI cloud (web) version instead.
NOTE: Currently, the BlueDolphin repository data available through OData is limited to objects, relationships, object questionnaires, and relationship questionnaires. Also, relationship questionnaires are not yet available in history.
The following process explains how to use OData in Microsoft Excel.
Open Excel and select the Data tab. Choose Get Data(Power Query).
Select Odata.
Select Basic as an authentication kind and use this URL structure: https://<tenantname>.odata.bluedolphin.app.
Username: Tenant name
Password: Fill in the API key that you created or create a new key with the OData feed scope. Click Next.
Select Information, Objects, and Relations and click Load.
The data is now loaded. By default, in the Objects table, only default fields for an object will be shown due to performance.
To access the full set of data (such as questionnaire fields), the query must be edited. In Excel, go to the Data tab again, click the arrow next to Get Data(Power Query), then select Launch Power Query Editor.
In the Power Query Editor on the left side, select the Objects table and click Advanced Editor in the Query section.
Change the line that starts with Source to:
Source = OData.Feed("https://<tenantname>.odata.bluedolphin.app", null, [Implementation = "2.0", MoreColumns=true]),
Remove any other argument in the statement. Click OK.
The More Columns column has now appeared. Click the icon on the right in the column to select the columns that you want to include.
Columns have a specific naming syntax: <Questionnaire name>_<Field name>, with all spaces removed from the questionnaire and field name.
Select the desired columns and click OK.
Selected columns are now available in the result.
If you're encountering problems with credentials and access, try clearing your saved credentials. To do this, switch to the Data tab, then click the arrow next to Get Data(Power Query) select Data source settings. Find and select the correct URL, then click Clear permissions.