Connecting Bold BI to Amazon Redshift Database
Using the Amazon Redshift connection type, you can connect an Amazon Redshift database.
Click Data Source button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection type panel.
Click Amazon Redshift connection button in the connection type panel.
Set the server Name and port number where the Amazon Redshift service is running.
Enter the user name and password to connect to the Amazon Redshift.
There are two connection types available in a data source:
- Live mode
- Extract mode
Live mode connection
In this connection type, a data source is directly fetched from source. Choose the Live mode option for this connection.
NOTE: To connect data source with SSH, enable the SSH check box in the NEW DATA SOURCE configuration panel and enter the required credentials.
The selected database will be opened in the data design view window.
Drag and drop the table from table list, and click Save button to save the data source with valid name.
Extract mode connection
In this connection type, a data source is fetched from source periodically. Choose the Extract mode option for this connection.
Refresh Settings
Steps to configure the data source refresh settings:
- Click Refresh Settings in the configuration panel.
-
Select the recurrence type, recurrence start, and end dates in the Refresh Setting dialog box.
- Data refresh can be scheduled hourly, daily, weekly, and monthly.
- Application Time Zone is displayed below the date picker. Start time of the schedule is converted to the client Time Zone and shown at the right-side for users convenience. After selecting, click
Schedule.
Preview and data import
-
Click
Connectto connect the PostgreSql server with configured details. -
The Choose Table(s) dialog opens. This dialog displays a list of tables and views in treeview. Select the required table(s) or view(s) from treeview to use it in the designer. The option is available for configuring incremental refresh column (The table must have a primary key column and date column to configure this option) for the selected items in the right-side panel. If you configure it, then the data source will work on Incremental update, otherwise works on Full load concept. And finally click
Connect.
- Now, the data design view page with the selected table schema opens. Drag the table.
- You can use the Code View option for passing query to display data.
Click Save to save the data source with a relevant name.
NOTE: In future, you can edit the connection information for both live and extract mode connections using the Edit Connection option.