Set Up Direct Data Access

Direct Data Access lets you securely connect to your tenant'sClosed High-level organizational grouping used to manage technical support, billing, and global settings for your CXone environment database in Microsoft Excel 2013 or later to create customized reports and analytics.

You must meet the following requirements before you can set up Direct Data Access:

  • Have Direct Data Access enabled for your tenant. To do so, contact your NICE CXone account representative.
  • Have a user ID assigned to a security profile with Direct Data Access permissions enabled.
  • Have an alternate authentication than SSO - Direct Data Access does not work with SSO.

You must meet the following system requirements before you can set up direct data access:

  • Professional Plus edition of Microsoft Excel 2013 or greater
  • Windows 7, Windows 8, Windows Server 2008 R2, or Windows Server 2012
  • 1 GHz or faster x86-bit or x64-bit processor with SSE2
  • 1 GB RAM (32-bit); 2 GB RAM (64-bit)
  • 3.0 GB available disk space
  • 1366 x 768 screen resolution
  • Graphics hardware acceleration requires a DirectX 10 graphics card
  • .NET version 3.5, 4.0, or 4.5
  • An Internet connection. The speed is a factor for performance.
  • A keyboard, mouse, or other standard or accessible input device
  • Windows Search 4.0
  • Silverlight 5.0

  1. Create a new workbook.

  2. Open the Data Connection Wizard using:

    1. Click the Data tab.
    2. Click the From Other Sources drop-down.
    3. Select From Analysis Services.
    1. Click the Data tab.
    2. Click Get Data. If you do not see Get Data, click New Query instead.
    3. Select From Database >  From SQL Server Analysis Services Database (Import).

  3. On the first page of the Data Connection Wizard, fill in the requested information.

    1. Enter your CXone User Name and Password.

    2. Set the Server name based on which cluster you are on:

      • A31 — https://bi-aa.niceincontact.com
      • B2-C20 — https://bi.incontact.com
      • E1-E31 — https://bi.incontact.eu
      • AWS C30 or C31 — https://bi-ao.incontact.com
      • AWS C29 & C32 or higher — https://bi-ao.nice-incontact.com
      • C71 — https://bi-cv.nice-incontact.com

      3. When you set up the location and user credentials, you might see an error that says Parser: The syntax for 'GET' is incorrect. Typically this error occurs when you've entered your server name or credentials incorrectly. Also, make sure that your server name is using an HTTPS address instead of HTTP.

  4. Click Next.
  5. From the Select Database and Table drop-down box, pick the database you want to use. You can choose from Insight, ACD Detail, Intraday ACD Detail, or Personal Connection.

  6. Click Finish.

  7. Click OK after the Import Data window opens.