Creating a data source based on a database integration

Contents

How to connect to your database

Advanced Analytics enables you to connect to various databases and use them as data sources. Only users with the Owner or Developer role can create such integrations.

Advanced Analytics connects to your database in a read-only mode. This provides an additional layer of security against malicious queries. We recommend that you create a separate read-only user to connect to your database. Please refer to your database documentation for instructions on how to create a read-only user.

Note
Once added, Database integration becomes available for all the users of the Company. This means any user can build Data sources based on these integrations’ data. These data sources are visible only to their authors, but may be shared if needed.

To create an integration with your database:

  1. Add a new integration in one of the following ways:
    • Go to the Data Sources tab and click Data Source. Select Create New Team Integration in the modal window.
    • Go to the Integrations tab and click App or Database.
  2. Select a database and go to integration settings.
  3. Enter your connection details in the General tab:
    • Host
    • Database name
    • Username
    • Password

Note
Connection settings may vary and depend on the specifics of your database.

  1. Set your security preferences in the Security tab. To protect your data and ensure that all data remains private and integral, we recommend that you select the Use SSL option (if it’s supported by your database server).

  1. Set the frequency of automated updates of your data in the Data Refresh tab. Select the update rate, update time, and time zone of cache flushing.

  1. Click Check connection after filling in all the required fields.
  2. Click Create after a successful connection.

The created integration will be displayed in the Integrations tab and can be used to create data sources.

You can make changes to the created integrations. To do this, click on the title on the Integrations tab and refresh the data, rename or delete the integration.

How to create a data source based on a database integration

  1. Go to the Data Sources tab, click Data Source and select database.

  1. Write a SQL-query to select the necessary data. Use the same syntax as it is in your Database. When ready, press Run Query.

Be aware of import data restrictions for databases.

After you have created a data source based on database integration, you can proceed to create a report.

Data sources based on integrations are visible only to the author, but they can be shared using the Add collaborators command on the context menu.

To reconfigure the database integration settings, click the integration name on the Integrations tab. Edit the required parameters, then check if the connection is successful and save changes.

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Last updated: February 9, 2023

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