Bitrix24: direct connection

You will create a connection to a demo Bitrix24 data source and get familiar with the dashboard and charts built by Bitrix24 based on DataLens. You will also learn to work with datasets, charts, and dashboards.

To visualize and explore data, set up DataLens and follow the steps below:

1. Create a connection to Bitrix24.
2. Review the dashboard and charts.
3. Review the dataset. Create your dataset and chart.

Getting startedGetting started

To get started with DataLens:

If you have any technical questions about the service, contact Yandex Cloud support. To ask for advice, discuss the solution to your problem or best practices of the service, write to the DataLens chat in Telegram.

Step 1. Create a connection to Bitrix24Step 1. Create a connection to Bitrix24

1. Go to DataLens.

2. In the left-hand panel, select Connections and click Create connection.

3. Select the Bitrix24 connection type.

   Selecting a connection type

   

4. To connect to a demo data source, specify:

   • Portal: gds.office.bitrix.ru.
   • Token: wJZIFjdYtbLRtfewYcnq71oSFyEgxlbQ.

   When connecting to a working Bitrix24 data source, specify:

   • Portal: URL of your Bitrix24 portal in test.bitrix24.ru format.
   • Token: Get a secret key in Bitrix24 by selecting CRM → Analytics → BI analytics in the Yandex DataLens tab. For more information, see this guide.

   Leave the Automatically create a dashboard, charts, and a dataset on the connection option enabled.

5. Check the connection and click Create connection.

   Creating a Bitrix24 connection

   

6. Enter a name for the connection, e.g., Bitrix24, and click Create.

   Once the connection is created, the Bitrix24 folder will open the demo Bitrix24 dashboard and nested Leads and Deals folders with datasets and charts inside.

Step 2. Review the dashboardStep 2. Review the dashboard

In the Bitrix24 folder, open the Bitrix24 dashboard.

The dashboard is interactive, there you can:

• Set up a variety of filters.
• Sort rows in tables.
• Switch between charts.
• Drill down into charts.

You can see a copy of the main dashboard. Feel free to edit the dashboard as you see fit. For example, in the Leads tab, you can change the Dynamics in the number of leads by creation date chart and add it to the dashboard:

1. Click in the top-right corner of the chart and select Edit.

   Editing a chart

   

2. Select a different chart type: Column chart.

   Selecting a chart type

   

3. Drag the Source field to the Colors section.

   

   The chart shows the number of generated leads across channels by month.

4. Save the chart as a new object:

   1. Click in the top-right corner and select Save as.

      Tip

      To replace the source chart with the edited one on the dashboard, click Save in the top-right corner.

   2. Enter Number of leads by channel as the new chart name and click Save.

5. Add the chart to the dashboard:

   1. Return to the tab with the dashboard and click Edit at the top of the page.
   2. Click Add and select Chart.
   3. In the Chart field, click Select.
   4. Select the Number of leads by channel chart. This will automatically fill in the Name field.
   5. Click Add. The widget will be displayed on the dashboard.
   6. Set up the size and position of widgets on the dashboard.
   7. Click Save to save your changes to the dashboard.

   

Step 3. Review the connection and dataset. Create your dataset and chartStep 3. Review the connection and dataset. Create your dataset and chart

1. Review the contents of the Bitrix24 folder. To do this, go back to the Bitrix24 folder: click and select Bitrix24 in the navigation bar.

   Apart from the dashboard, the folder contains two nested folders with:

   • : Charts that visualize information as graphs and tables.
   • : Dataset that describes a data model used to generate reports by lead.

2. Go to the Leads folder and open the Leads dataset.

   The Fields tab displays a list of fields from the table selected in the source. Pay attention to the following columns:

   • Name: Field name.
   • Type: Field data type.
   • Field source: Field in the source table or a formula for calculations (marked with the icon).
   • Aggregation: Data aggregation function if it is applied to the field.
     
     
   Viewing the Fields tab

   

   The Source tab shows the following:

   • Connection the dataset is based on.
   • List of tables available in the source.
   • Workspace for the tables selected as the source of dataset fields.
   • Preview area for information from the selected tables.
     
     
   Viewing the Sources tab

   

3. Go to the Deal folder and open the Deal dataset. Review the contents of the Fields and Sources tabs.

Create your datasetCreate your dataset

To use the Bitrix24 connection data, you can create a custom dataset based on it.

1. Select Datasets in the navigation panel on the left.

2. Click Create dataset at the top right.

3. Go to the Sources tab.

4. Under Connections, click Add and select the previously created Bitrix24 connection.

5. Drag the crm_activity table to the workspace. Wait for the data to load.

   Choosing a table

   

6. Go to the Fields tab.

7. Create a record count field named ID_COUNT:

   1. Duplicate the ID field: hover over the row with the field, click at the end of the row, and select Duplicate.

      Duplicating a table field

      

   2. Rename the ID (1) duplicate field to ID_COUNT: click the row name, delete the current name, and enter the new one.

   3. In the Aggregation column, select Count for the ID_COUNT field. As a result, the field will become a measure and change its color to blue.

   Note

   You can add and rename fields, create calculated fields, and add descriptions to them.

8. In the top-right corner, click Save.

9. Enter Activity as the dataset name and click Create.

Create a new chartCreate a new chart

To visualize interaction by type, create a column chart.

1. When the dataset is saved, click Create chart in the top-right corner.

2. Select the Bar chart visualization type.

3. Add the types of customer contacts on the chart. To do this, drag the TYPE_NAME field from Dimensions to the X section.

4. Add the number of interactions of each type to the chart. To do this, drag the ID_COUNT field from Measures to the Y section.

   

5. Save the chart:

   1. Click in the top-right corner and select Save.
   2. Enter Number of interactions by type as the new chart's name and click Save.

Add a chart to your dashboardAdd a chart to your dashboard

Add the chart to your dashboard:

1. In the Bitrix24 folder, open the Bitrix24 dashboard or create a new one.
2. At the top of the page, click Edit.
3. Click Add and select Chart.
4. Choose the Number of interactions by type chart. This will automatically fill in the Name field.
5. Click Add. The widget will be displayed on the dashboard.
6. Set up the size and position of widgets on the dashboard.
7. Click Save to save your changes to the dashboard.