Learn how to add a PostgreSQL data source in Quick BI to establish a connection with the Alibaba Cloud PostgreSQL database. Once connected, you can perform data analysis and create visualizations in Quick BI. Quick BI supports connections to Alibaba Cloud PostgreSQL through both public networks and Alibaba Cloud VPC. This topic guides you through the process of adding an Alibaba Cloud PostgreSQL data source.
Prerequisites
You have created an RDS PostgreSQL database.
Background information
If you are utilizing an Alibaba Cloud PostgreSQL database, you can integrate it with Quick BI for enhanced data analysis by adding it as a cloud data source.
To prevent connection failures due to data source whitelist restrictions, you must include the Quick BI IP addresses from various network environments in your data source whitelist. For additional configuration information, see how to set a whitelist.
Limits
Only space administrators and developer accounts have the permission to add data sources.
The service supports PostgreSQL version 8.2 and later.
Procedure
Log on to the or the international Quick BI console.
Refer to the instructions in the figure below to add a data source.
Navigate to the data source creation page via the data source creation entry.
Select the PostgreSQL data source type.
Choose Alibaba Cloud as the data source type.
In the Configure Connection dialog box, configure the connection settings according to your business needs.
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 and Port
The external address and port of the deployed PostgreSQL database (if using a VPC data source, enter the internal address and port of the deployed database).
Log on to the RDS Management Console, and in the Basic Information section, click to view connection details and obtain the database address. Example: rm-xxxxxxxxxxxxxxxxxx.pg.rds.aliyuncs.com.
If the external address is not displayed on your interface, click Request External Address to obtain the address and port. For more information, see View or Modify Connection Address and Port.
Database
The custom database name specified when deploying the PostgreSQL database.
Log on to the RDS Management Console, and in Database Management, obtain the Database Name.
Schema
The schema name of the PostgreSQL database.
Username and Password
The username and password for logging on to the PostgreSQL database.
VPC Data Source
When using the Alibaba Cloud VPC network, select VPC Data Source and configure the following parameters:
Purchaser Accessid and Purchaser Accesskey: The AccessKey ID and AccessKey Secret with management permissions for the target PostgreSQL database. Ensure that the account has Read permissions for the target instance. If Write permissions are also granted, the system will automatically add the whitelist. Otherwise, you need to add it manually. For more information, see Create a Custom Policy.
Log on to the RAM Console to obtain the AccessKey ID and AccessKey Secret. For more information, see View RAM User AccessKey Information.
Instance ID and Region: The instance ID and region of the PostgreSQL database.
Log on to the RDS Management Console, and obtain the instance ID in the Basic Information section.
NoteWhen selecting VPC Data Source, the database address and port must be the internal address and port.
SSL
If the target data source is configured with SSL, you can select the secure protocol SSL to protect data security.
Initialize SQL
The SQL statement executed for initialization after each data source connection. Only SET statements are allowed, separated by semicolons.
Enable File Upload
After enabling, file uploads are supported.
Click Connection Test to verify the data source connectivity.
Once the test is successful, click OK to finalize the addition of the data source.
What to Do next
After the data source is established, you can proceed to create datasets and analyze data.
To incorporate data tables from the PostgreSQL database or custom SQL into Quick BI, refer to Create and manage datasets.
For adding visualization charts and data analysis, see Create a dashboard and Visualization chart overview.
To explore in-depth data analysis, consult Drill settings and display.