Build Interactive Dashboards from PostgreSQL Data in Amazon QuickSight

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect Cloud, you get cloud-to-cloud access to PostgreSQL data for visualizations, dashboards, and more. This article shows how to connect to PostgreSQL in Connect Cloud and build dashboards in Amazon QuickSight with access to PostgreSQL data.

CData Connect Cloud provides a pure cloud-to-cloud interface for PostgreSQL, allowing you to allowing build visualizations from PostgreSQL data in Amazon QuickSight. By importing your PostgreSQL data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Configure PostgreSQL Connectivity for Amazon QuickSight

Connectivity to PostgreSQL from Amazon QuickSight is made possible through CData Connect Cloud. To work with PostgreSQL data from Amazon QuickSight, we start by creating and configuring a PostgreSQL connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "PostgreSQL" from the Add Connection panel
3. Enter the necessary authentication properties to connect to PostgreSQL.

   To connect to PostgreSQL, set the Server, Port (the default port is 5432), and Database connection properties and set the User and Password you wish to use to authenticate to the server. If the Database property is not specified, the data provider connects to the user's default database.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add PostgreSQL Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to PostgreSQL data from Amazon QuickSight.

Import PostgreSQL Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the connection to PostgreSQL in Connect Cloud, importing the dataset into SPICE, and building a simple visualization from the data.

1. Log into Amazon QuickSight and click "Manage data."
2. Click "Now data set," select SQL Server as the data source, configure the connection to your Connect Cloud instance, and click "Create data source."
3. Select a table to visualize (or subait a custom SQL query for your data).
4. Click "Edit/Preview data" to customize the data set.
5. Select "Import to SPICE for quicker analytics" and click "Visualize."
6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

1. Navigate to the QuickSight home page.
2. Click "Manage data."
3. Select the data set you wish to refresh.
4. Click "Schedule refresh."
5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

Live Access to PostgreSQL Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to PostgreSQL data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Connect Cloud page.