Pendo plugin

Visit our website to see the data that you can access if you use this plugin to add the data source to SquaredUp:

Pendo

Visualize your Pendo report data and custom aggregation queries.

How to add a Pendo data source

Create an Integration Key in Pendo

1. Create an Integration Key in Pendo, see Pendo: Authentication

2. Copy and note the Integration Key somewhere safe.

Add the Pendo data source to SquaredUp

1. In SquaredUp browse to Data Sources > Add data source and search for the data source. Alternatively, browse to Settings > Data Sources > Add data source.

2. Display Name:

   Enter a name for your data source. This helps you to identify this data source in the list of your data sources.

3. Integration Key: Enter the key you created in Pendo.

4. Optionally, select whether you would like to restrict access to this data source instance. By default, restricted access is set to off.

   Restrict access to this workspace?

   The term data source here really means data source instance. For example, a user may configure two instances of the AWS data source, one for their development environment and one for production. In that case, each data source instance has its own access control settings.

   By default, Restrict access to this data source? is set to off. The data source can be viewed, edited and administered by anyone. If you would like to control who has access to this data source, switch Restrict access to this data source? to on.

   Use the Restrict access to this data source? dropdown to control who has access to the workspace:

   • By default, the user setting the permissions for the data source will be given Full Control and the Everyone group will be given Link to workspace permissions.

   • Tailor access to the data source, as required, by selecting individual users or user groups from the dropdown and giving them Link to workspace or Full Control permissions.

   • If the user is not available from the dropdown, you are able to invite them to the data source by typing in their email address and then clicking Add. The new user will then receive an email inviting them to create an account on SquaredUp. Once the account has been created, they will gain access to the tenant.

   • At least one user or group must be given Full Control.

   • Admin users can edit the configuration, modify the Access Control List (ACL) and delete the data source, regardless of the ACL chosen.

   Data source access levels

   Access Level:

   Link to workspace	User can link the data source to any workspace they have at least Editor permissions for. Data from the data source can then be viewed by anyone with any access to the workspace. User can share the data source data with anyone they want. User cannot configure the data source in any way, or delete it.
   Full Control	User can change the data source configuration, ACL, and delete the data source.

   See Access control for more information.

5. Click Save.

Using the Pendo data streams

What is a data stream?

Data streams standardize data from all the different shapes and formats your tools use into a straightforward tabular format. While creating a tile you can tweak data streams by grouping or aggregating specific columns. Depending on the kind of data, SquaredUp will automatically suggest how to visualize the result, for example as a table or line graph.

Data streams can be either global or scoped:

• Global data streams are unscoped and return information of a general nature (e.g. "Get the current number of unused hosts").

• A scoped data stream gets information relevant to the specific set objects supplied in the tile scope (e.g. "Get the current session count for these hosts").

Data streams installed with the data source see Using the Pendo Reports data stream

How to create a data stream for this data source:

• Create a data stream using the configurable data stream see Creating a data stream using the configurable data streams

Using the Pendo Reports data stream

This data stream calls the /report/{reportId}/results.json endpoint.

1. In the tile editor, filter by the Pendo data source, select Pendo Report from the data stream list and then click Next.

2. Select the objects that you want to use.

Creating a data stream using the configurable data streams

What is a configurable data stream?

A configurable data stream allows you to easily create new data streams specific to your needs, by entering information into a form, such as metric names or queries. Configurable data streams have a cog icon next to their name in the tile editor.

Any data stream you create can be edited by clicking the edit button (pencil) next to it in the tile editor, and also from Settings > Advanced > Data Streams.

Number of Visitor Accounts

This data stream calls the /aggregation endpoint.

1. In the tile editor, filter by the Pendo data source, select Number of Visitor Accounts from the data stream list and then click Next.

2. Select the objects that you want to use and then click Next.

3. Enter a Pendo Segment Id.

Custom Aggregation Query

This data stream calls the /aggregation endpoint and allows you to enter a custom Pendo aggregation query.

1. In the tile editor, filter by the Pendo data source, select Custom Aggregation Query from the data stream list and then click Next.

2. Select the objects that you want to use and then click Next.

3. Enter Aggregation Query, for example:

{
  "requestId": "account-list",
  "pipeline": [
  {
      "source": {
          "accounts": null
      }
  }
  ]
}