Microsoft SQL

Infoveave supports Datasource creation from databases like Apache Cassandra, MariaDB, Microsoft SQL, MongoDB, MySQL, Oracle, Percona and Postgres.

Steps to Create Datasource from Microsoft SQL

Access Datasources

Note

The initial step involves crafting a foundational structure for your Datasource. This framework outlines the essential columns required for your Datasource. After finalizing this structure, you can proceed with the upload of the actual Datasource file.

• To access Infoveave Datasource types, navigate to Studio Datasource.All types of Datasources, created by you or shared with you will be displayed under My Datasources and Shared Datasources.
• To create a new Datasource, click on New Datasource.

Note

The configuration settings may change based on the file type you choose.

Connect with Microsoft SQL

Connect with Microsoft SQL to import the data table stored in Microsoft SQL Server for analysis, visualization, and reporting in Infoveave.

1. Choose Microsoft SQL under Databases as the Datasource type.
2. Enter the required details and credentials to access Microsoft SQL database.
   • Server Input the address or hostname of your SQL Server instance.
   • Port Specify the port number where your SQL Server is running.
   • Database Enter the name of the specific database you wish to connect to.
   • Username Provide the username associated with your SQL Server database.
   • Password Input the corresponding password for the provided username.
3. Review the entered connection details to ensure accuracy.
4. Click Save to establish the connection.
5. Enter Name for your Datasource.
6. Define the measures, dimensions, calculated formula, calculated measure and the relationship to save the Datasource.
7. Click Save to save the Datasource. You will be redirected to Datasource designer.
8. To reauthorize the connection, click on Edit Connection.

Note

The connection between Microsoft SQL database and Infoveave must be preconfigured under Database Connections, in Control Center.

Define Measures and Dimensions

Configure columns as measures and dimensions for effective data analysis and visualization. Add Hierarchies to group data in a structured way, allowing for drill-down capabilities and detailed analysis. Establishing relationships between tables is crucial for combining data from different sources and performing comprehensive analyses, and create calculated columns and measures to detailed analysis.

To define measures, dimensions, calculated columns, calculated measures, and define relationships, follow the below steps

1. Identify the specific data table and column for which you intend to create a measure.
2. Locate the designated column within the required table and proceed to click on the Add Measure icon associated with that column.
3. Upon clicking the Add Dimension icon, an Add Dimension modal window will open, allowing you to configure the properties of the dimension.
4. To start defining a relationship, identify the table that you want to establish a relationship between from the list of all available tables.
5. Drag and drop the two tables to the designer canvas.
6. Identify the column that is common between the two tables (key column). This is the column, based on which you will establish the relationship.
7. Define the key column on the newly added table as a dimension.
8. Start defining the hierarchy, along with defining the dimension.
9. To add calculated column, click on the Add Calculated Column option at the top of the data table.
10. Click on the icon or the Add Calculated Measure option to initiate the process of adding a calculated measure.

Caution

Datasource must have atleast one measure and one dimension to enable the Save.