Adding a PolarDB for PostgreSQL data source establishes a connection between Alibaba Cloud PolarDB for PostgreSQL database and Quick BI. After a successful connection, you can analyze and visualize data in Quick BI. Quick BI supports connecting to Alibaba Cloud PolarDB for PostgreSQL through either the public network or Alibaba Cloud VPC. This topic describes how to add a PolarDB for PostgreSQL data source.
Prerequisites
You have created an Alibaba Cloud PolarDB PostgreSQL engine database cluster. For more information, see Create a database cluster.
Background information
If you are using a PolarDB database with the PostgreSQL engine (PolarDB for PostgreSQL), you can add a PolarDB for PostgreSQL cloud data source when integrating with Quick BI for data analysis. For details about PolarDB PostgreSQL, see What is PolarDB.
To prevent data access failures due to data source whitelist restrictions, you need to add the IP address ranges of Quick BI in different network environments to the data source whitelist. For more information about integration configuration, see Set a cluster whitelist.
Limits
Only workspace administrators and developers can add data sources.
Only Quick BI Enterprise Standard and Quick BI Pro allow you to add PolarDB for PostgreSQL data sources in group workspaces.
Supports versions 11.0 and 14.0.
Procedure
Log on to the Quick BI console.
Access the data source creation interface from the Create data source entry.
On the Alibaba Cloud Database tab, select PolarDB for PostgreSQL data source.
In the Add PolarDB For PostgreSQL Data Source dialog box, configure the settings based on your business scenario.
Name
Description
Display Name
The name of the data source. The name is displayed in the data source list.
The name cannot contain special characters or start or end with spaces.
Database Address and Port
The public address and public port of the PolarDB for PostgreSQL database cluster (if using a VPC data source, enter the private address and private port of the database). Log on to the PolarDB console, and in the Basic Information section, click Request next to Public Network to obtain the database address. Example: xxxxxxxxxxxxxxxxx.pg.polardb.rds.aliyuncs.com.
For more information, see View or request a connection address.
Database
The custom database name specified when deploying the PolarDB for PostgreSQL database cluster.
Log on to the PolarDB console, and in Database Management, obtain the Database Name.
Schema
The schema name of the PolarDB for PostgreSQL database cluster.
Username and Password
The username and password for logging on to the PolarDB for PostgreSQL database cluster.
VPC Data Source
When using Alibaba Cloud VPC network, select VPC Data Source and configure the following parameters:
Buyer's AccessId and Buyer's AccessKey: The AccessKey ID and AccessKey Secret with access permissions to the target PolarDB for PostgreSQL database. Ensure that the account has Read permissions for the destination instance. Additionally, if it has Write permissions, the system will automatically add the whitelist. Otherwise, you need to add it manually. For related operations, see Create a custom access policy.
Log on to the RAM console to obtain the AccessKey ID and AccessKey Secret.
Instance ID and Region: The ID and region of the PolarDB for PostgreSQL database cluster.
Log on to the PolarDB console, and obtain the instance ID in the Basic Information section.
NoteIf you select VPC Data Source, you must enter the private address and private port for the database address and port.
SSL
If the target data source is configured with SSL, you can select the SSL security protocol to protect data security.
Initialization SQL
After enabling, you can configure SQL statements to be executed after the data source connection is initialized.
Only SET statements are allowed for SQL statements executed after each data source connection initialization. Statements must be separated by semicolons.
Enable File Upload
After enabling, file uploads are supported.
Click Connection Test to test the data source connectivity.
After the test is successful, click OK to complete adding the data source.
What to do next
After you add a data source, you can create a dataset and analyze data.
To add data tables or custom ad hoc analysis SQL from the PolarDB for PostgreSQL database to Quick BI, see Create a dataset.
To add visualization charts and analyze data, see Create a dashboard and Visualization chart overview.
To drill down and perform in-depth data analysis, see Drill settings and display.