Bitrix24: direct connection

In this tutorial, you will create a connection to a demo Bitrix24 data source and explore the dashboard and charts built by Bitrix24 with 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 workbook.
2. Create a connection to Bitrix24.
3. Review the dashboard and charts.
4. 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.

Create a workbookCreate a workbook

1. Go to the DataLens home page.
2. In the left-hand panel, select Collections and workbooks.
3. In the top-right corner, click Create → Create workbook.
4. Enter a name for the workbook, Bitrix24.
5. Click Create.

Create a connection to Bitrix24Create a connection to Bitrix24

1. In the top-right corner of the workbook, click Create → Connection.

2. Under Partner connections, select the Bitrix24 connection.

3. 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.

4. Check the connection and click Create connection.

   

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

   Once the connection is created, a workbook named Bitrix24 will open with the demo Bitrix24 dashboard, Leads and Deals datasets, and charts inside.

Review the dashboardReview the dashboard

Open the Bitrix24 dashboard. The dashboard is interactive. You can:

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

Set the filter by creation date, 20.09.2020 - 20.09.2022, to display the statistics for the selected period.

You can customize the standard dashboard by deleting, moving, or editing charts. In the Leads tab, 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.

   

2. Select Column chart as the chart type.

   

3. Under Colors, replace status types with the source. To do this, drag the Source field from Dimensions to the Colors section and hold it over the Status type field until the latter turns red.

   

   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 copy.

      

      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. In the panel at the bottom of the page, hold down Chart and drag it to the required area.

      

   3. In the window that opens, 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. Adjust the size of the widgets with your mouse and place them on the dashboard as you prefer.

   7. In the top-right corner of the dashboard, click Save to save your dashboard.

   

Review the connection and dataset. Create your dataset and chartReview the connection and dataset. Create your dataset and chart

1. Go to the Bitrix24 workbook by clicking its name in the dashboard path.

   

2. 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 Bitrix24 workbook 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. In the left-hand panel, select Collections and workbooks and go to the Bitrix24 workbook.

2. In the top-right corner, click Create → Create dataset.

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.

   

6. Navigate to the Fields tab.

7. Create a record count field named ID_COUNT:

   1. Duplicate the ID field: on the right side of the row with the field, click and select Duplicate.

      

   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. Save the dataset:

   1. In the top-right corner, click Save.
   2. Enter Activities for the dataset name and click Create.

Create a new chartCreate a new chart

To visualize interaction by type, create a column chart.

1. Click Create chart in the top-right corner of the dataset page.

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

3. 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.

   

4. 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. Go to the Bitrix24 workbook and open Bitrix24 dashboard or create a dashboard.
2. At the top of the page, click Edit.
3. Click Add and select Chart.
4. Choose the Number of interactions by type chart.
5. Click Add. The widget will be displayed on the dashboard.
6. Adjust the size of the widgets with your mouse and place them on the dashboard as you prefer.
7. Click Save to save your changes to the dashboard.