Operations on datasets, workbooks, dashboards, and BI portals are based on data sources. This topic describes how to create a cloud data source.

You need to go to the Add Data Source page before adding a cloud data source.
  1. Log on to the Quick BI console.
  2. Click Data Sources to go to the Data Sources page.
  3. Click Create Data Source.
  4. Click the Cloud Data Sources tab.

MaxCompute

  1. Click the MaxCompute icon.
  2. Enter the fields for connecting to the data source.

    • Name: the data source name.
    • Database Address: the default address is displayed. For modification, see Configure Endpoint.
      Note The database address is based on the region where the database instance is deployed. For example, if you choose a classic network as the network type for your database instance that is deployed in the Hong Kong region, the database address is http://service.cn-hongkong.maxcompute.aliyun-inc.com/api. If the database instance is deployed in the Asia Pacific SE 1 (Singapore) region, the database address is http://service.ap-southeast-1.maxcompute.aliyun-inc.com/api. For more information, see Configure Endpoint.
    • Project: the project name.
    • AccessKey ID: the AccessKey ID.
    • AccessKey Secret: the AccessKey Secret.
    Note Make sure that the AccessKey is valid. The corresponding account is an administrator of the project, the owner of the project, or a user that has List, Select, and CreateInstance permissions.
  3. Click Test Connection to perform a data source connectivity test.
    Note If the connection is successful, a message that indicates success is displayed.
  4. Click Add to add the data source.

    After the data source is added, the Data Sources page is redirected automatically. All tables that are contained in the data source are listed in the right section.

    MaxCompute data sources use asynchronous loading. Creating a MaxCompute data source takes one to five minutes to synchronize data.

MySQL

You need to add IP addresses or security groups to the whitelist of the RDS instance in the ApsaraDB for RDS console before you add an RDS data source.

For more information, see Set a whitelist.

  1. Click the MySQL icon.
  2. Enter the fields for connecting to the data source.


    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the database name.
    • Username: the database username.
    • Password: the database password.

    Contact the administrator of your data warehouse if you forget the username and password.

  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

    If a data source with the same configurations exists, a message that indicates conflict is displayed. You do not need to create the same data source again.

SQL Server

Adding an RDS (SQL Server) data source is similar to adding an RDS (MySQL) data source. However, you need to specify the Schema configuration item for an RDS (SQL Server) data source. The default port number for an SQL Server data source is 1433.

  1. Click the SQL Server icon.
  2. Enter the fields for connecting to the data source.


    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the database name.
    • Schema: the database schema. The default schema is dbo.
    • Username: the database username.
    • Password: the database password.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

AnalyticDB

  1. Click the AnalyticDB icon.
  2. Enter the fields for connecting to the data source.


    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the database name.
    • Access ID: the AccessKey ID.
    • Access Key: the AccessKey Secret.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

HybridDB for MySQL

Adding a HybridDB for MySQL data source is similar to adding a MySQL data source.

  1. Click the HybridDB for MySQL icon.
  2. Enter the fields for connecting to the data source.


    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number. The default port number is 3306.
    • Database: the database name.
    • Username: the database username.
    • Password: the database password.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

HybirdDB for PostgreSQL

Adding a HybridDB for PostgreSQL data source is similar to adding a SQL Server data source. The default port number for a HybridDB for PostgreSQL database is displayed.

  1. Click the HybridDB for PostgreSQL icon.
  2. Enter the fields for connecting to the data source.


    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the database name.
    • Schema: the database schema. The default schema is public.
    • Username: the database username.
    • Password: the database password.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

PostgreSQL

  1. Click the PostgreSQL icon.
  2. Enter the fields for connecting to the data source.


    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the database name.
    • Schema: the database schema. The default schema is public.
    • Username: the database username.
    • Password: the database password.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

PPAS

Adding a PPAS data source is similar to adding a PostgreSQL data source.

  1. Click the PPAS icon.
  2. Enter the fields for connecting to the data source.


    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the database name.
    • Schema: the database schema. The default schema is public.
    • Username: the database username.
    • Password: the database password.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

Hive (Quick BI Enterprise Standard)

If you use Quick BI Enterprise Standard, you can add a Hive data source.

  1. Click the Hive icon.
  2. Enter the fields for connecting to the data source.

    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the database name.
    • Username: the database username.
    • Password: the database password.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

Data Lake Analytics (Quick BI Pro and Quick BI Enterprise Standard)

If you use Quick BI Enterprise Standard or Quick BI Pro, you can add a Data Lake Analytics data source.

  1. Click the Data Lake Analytics icon.
  2. Enter the fields for connecting to the data source.

    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port: 10000
    • Database: the database name.
    • Access ID: the AccessKey ID.
    • Access Key: the AccessKey Secret.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.

DRDS

If you use Quick BI Enterprise Standard, you can add a DRDS data source.

  1. Click the DRDS icon.
  2. Enter the fields for connecting to the data source.

    • Name: the data source name.
    • Database Address: the IP address or the hostname of the database.
    • Port Number: the port number.
    • Database: the name of a database that you connect to.
    • Username: the database username.
    • Password: the database password.
  3. Click Test Connection to perform a data source connectivity test.
  4. Click Add to add the data source.