Connect to Databases & Create Datasets

This article describes how to connect to databases from Treasure BI.

Table of Contents

Initial Setup by Account Owner

First, please login as Treasure Data’s account owner and go to Treasure Data Console.

Then you’ll see BI button on the left navigation. Clicking BI button will let you redirect to reporting.treasuredata.com and log in to Treasure BI.

First time account owner clicks the BI button, it will setup Treasure BI account automatically.

Connect to Databases

Then let’s set up the connection from Treasure BI to your databases. In Treasure BI, connections are called Integrations.

To create the new integration, please click the big red + button on the bottom right, and select Integration. Then you can choose either Treaure Data or PostgreSQL.

Treasure Data

Treasure Data integration will let you query directly against your databases.

  • Integration Name: Your integration name
  • Endpoint: api-presto.treasuredata.com
  • Database Name (Optional): Your default database to use
  • API key: Your apikey. Please refer here to retrieve your API key.

After you’ve confirmed the connection, please select Multidimentional data source.

PostgreSQL (Datatank)

PostgreSQL integration will connect to your Datatanks, which is a TD’s datamart.

  • Integration Name: Your integration name
  • Host: Your PostgreSQL hostname
  • Port: Your PostgreSQL port
  • Database Name: Your PostgreSQL database name (you need to create integration per database)
  • Username: Your PostgreSQL username
  • Password: Your PostgreSQL password

Create Dataset

Next, you need to create a Dataset which represents the source data for your report & dashboard. Please click the big red + button on the bottom right again, and select Dataset.

Then click Dataset based on existing integration and select the integration you’ve created above.

Then, you can create the dataset either from your own SQL or existing tables.

Then you specify types of each column.

If you click big blue Done button, dataset will be created. Now it’s time to create charts & dashboards!


Last modified: Dec 23 2016 20:31:24 UTC

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