Migrate an Existing Report to Procore Analytics 2.0 (Beta)

Objective

To migrate an existing Procore Analytics report to Procore Analytics 2.0. 

Things to Consider

• Considerations:
  • The Delta Sharing connector does not support advanced SQL query data nor does it support direct query.
  • Some columns and tables have new names in Procore Analytics 2.0. See Rename Report Columns and Tables in Procore Analytics 2.0 (Beta).

Steps

1. Open the report you want to migrate.
2. Open the Query Editor.
3. Click New Source then click More. 
   Note: The values you are given will not be the same as the values in the examples below.
4. In the search bar, type 'Delta Sharing'.
5. Select Delta Sharing, then click Connect.
6. Type or paste the Delta Sharing Server URL you received from the Procore. 
7. Select the table you want to migrate.
8. In the new query, click Advanced Editor.
9. Copy the contents before the word 'in'. This will include the 'Source' and 'Navigation' steps from the query.
   Note: The screenshot below is just an example. Your values will be different.  
   
10. Click Done.
11. Open the 'Company'.
12. Replace the 'Source' and 'Navigation' steps with the ones copied from Step 9.
    Note: Make sure you paste the text before the word 'in'.
13. Click Done. 
14. Add a comma at the end of your text if there are additional applied steps.
15. Look through the query for errors that may occur. For example, some columns do not exist in the latest version of Procore Analytics so we can remove these from Applied Steps.
16. Next, you will remap the project's table.
17. Open Projects Query.
18. Click Advanced Editor.
19. Paste the same connection code from above (copied from companies query) to the first two lines of the project query (before any steps starting with #).
20. The new query now looks like the screenshot below.
    
21. Add a comma and change the code to point to a different table, like the example below:
    Example:
    
    Source = DeltaSharing.Contents("https://nvirginia.cloud.databricks.c...d-4692f841b2ca",
    [rowLimitHint=null]),pa_internal_test = Source{[Name="pa_internal_test"]}[Data],
    public_company_only = pa_internal_test{[Name="public_company_only"]}[Data],
    companies1 = public_company_only{[Name="companies"]}[Data],
    
    Change -> companies1 = public_company_only{[Name="companies"]}[Data],
    To ->   Projects = public_company_only{[Name="projects"]}[Data],
     
22. “[Name=”projects”]” is what points to the correct table in Analytics 2.0.