This topic explains how to create a user-created SQL Server data source.
Prerequisites
Ensure that your network meets the following requirements:
If connecting Quick BI to the SQL Server database over the Internet, add the IP address of Quick BI to the database whitelist. For more information, see Add Security Group Rules.
If connecting Quick BI to the SQL Server database over an internal network, ensure connectivity using one of the following methods:
For SQL Server databases deployed on an ECS instance, connect Quick BI over a VPC.
Deploy a jump server and access the database via an SSH tunnel.
A user-created SQL Server database is established.
The username and password for the SQL Server database are retrieved.
The AccessKey ID and AccessKey Secret for authentication are obtained.
Limits
Support is provided for versions from 2008 to 2022.
Procedure
Log on to the or the Quick BI console.
Navigate to the data source creation page as shown in the following figure:
Access the data source creation page from the data source creation entry.
On the User-created Data Source tab, select SQL Server data source.
In the Configure Connection dialog box, complete the following configurations based on your business requirements.
Name
Description
Display Name
The display name in the data source configuration list.
The name cannot contain special characters or start or end with spaces.
Database Address
The address of the SQL Server database, including the IP address or domain name.
Port
Enter the correct port number. Default port: 1433.
Database
The name of the database that you want to access.
Schema
The schema of the database that you want to access. Default value: dbo.
Username
The username that is used to access the database.
Password
The password that is used to access the database.
VPC Data Source
Specify whether the data source is a VPC data source based on your business requirements. If you select VPC Data Source, you must configure the following parameters:
Purchaser Accessid: The AccessKey ID of the purchaser of the instance.
For more information, see Obtain an AccessKey.
NoteEnsure that the AccessKey ID has Read permissions on the destination instance. If Write permissions are granted, the system automatically adds the whitelist. Otherwise, you must manually add it. For more information, see Create a custom policy.
Purchaser Accesskey: The AccessKey Secret of the purchaser of the instance.
For more information, see Obtain an AccessKey.
Instance ID: The ID of the ECS instance. Log on to the ECS console and obtain the instance ID on the Instances tab.
For more information, see View instance information.
Region: The region where the ECS instance resides. Log on to the ECS console and obtain the region in the upper-left corner of the page.
For more information, see View instance information.
SSH
Specify whether to access the data source over an SSH tunnel based on your business requirements. If you select SSH, you must configure the following parameters:
SSH Host: The hostname or IP address.
SSH Username: The SSH username of the database.
SSH Password: The password of the SSH username.
SSH Port: The port of the database. Default value: 22.
Enable file upload entry
After this option is enabled, you can upload files.
Initialize SQL
After this option is enabled, you can configure SQL statements that are executed to initialize the data source connection.
Only SET statements are allowed. Separate multiple statements with semicolons.
Click Test Connection to verify the data source connectivity.
Once the test is successful, click OK to finalize the data source addition.
What to Do next
After creating a data source, proceed to create datasets and analyze data.
Incorporate data tables from the SQL Server database or custom SQL statements into Quick BI. For more information, see Create and Manage Datasets.
Add visualization charts and conduct data analysis. For more information, see Create a Bashboard and Overview of Visualization Charts.
Explore deeper data analysis through drilling down. For more information, see Drill-Down Settings and Display.