Data Sources

What is Data Source#

Definition#

A data source is simply the source of the data. It can be a file, a particular database on a DBMS, or even a live data feed.

2 Types of Data Source: SQL Datasource and Non-SQL Datasource#

SQL Data SourceNon-SQL Data Source

Explain

You can Query directly to create report

You need to import it to a data warehouse to Execute Query

Examples

  • mySQL
  • Oracle
  • MySQL
  • PostgreSQL
  • XML Files
  • CSV Files
  • Web Services
  • Google Analytics
  • Pipedrive
  • MongoDB

Connect your Data Source to Holistics#

Currently, Holistics is supporting these types of Data Source

Analytics and Relational Database#

  • PostgreSQL
  • MySQL
  • Microsoft SQL Server
  • Amazon Redshift
  • Google BigQuery
  • Amazon AWS Athena
  • CitusDB
  • Greenplum
  • VoltDB
  • PrestoDB
  • Presto on Qubole (QDS)
  • ClickHouse

Non-relational Database and Third Party Sources#

  • MongoDB
  • Facebook Ads Database
  • Google Analytics
  • Pipedrive
  • Google Adwords

Connect your Data Source#

Connect Database#

To get started with Holistics, first you need to connect your database to Holistics. Please refer to this docs for more details

Data Imports#

Holistics Data Imports allow you to import data from different sources (for example Database tables, Google Spreadsheets, CSVs, Pipedrive or Google Analytics,...) into your SQL database. Please refer to this docs for more details

Your Data Source management in Holistics#

Manage Your Data Sources in Holistics#

If you want to access and manmage your Data Sources in Holistics, go to Setting > Data Sources

Data Source page#

1. Add new Data Source#

Just by simply clicking to +New Data Source and then adding necessary configurations for the source you want to connect to Holistics.

2. Share With#

This column will help you check which data source has been shared with which users or user groups. Please noted that by default, admin users have full access to all the data source added (modify or share with other analysts), and he/she need to share a specific data source with Analyst Users in order for them to generate reports/dashboards from that shared with them. Analysts cannot edit any data source even though it is shared with them.

3. Used In#

This column will help you check these data sources have been used in how many reports. Click on the number to see which reports have been generated from this data source

4. Status#

If Status is OK => Your Data Source has been connected successfully If Status is Error => Your Data Source cannot be connected at that moment. You could hover to the Fail Status to see the Error message.

Default Schema#

Default Schema is the destination in your Data Source that you want to persist or load data from other sources into the current one.

You need to specify your default schema at first and only once before Creating Data Model from 3rd Party Sources or Persisting a result set of a SQL Data Model. However, you could always adjust your Default Schema name on the Data Source page. With this setting, you don't have to manually select a schema when performing Data Loading. For example, I selected persisted_models as my default schema in the Data Source: khai-postgresql

By doing this, my default destination when performing data loading is persisted_models."table_name"

Please note that if your Data Source does not have the schema (for example, MySQL, you don't have to specify it and feel free to skip this section.

Other actions with your Data Source#

1. Set Default#

You could set a Data Source as Default so that everytime you add new Adhoc Query Report, you will by default query from your Default Data Source unless you manually change it inside your Query Report Editor

Please also note that you cannot set any non-relational data source (e.g. MongoDB) or third parties source (Google Analytics, Google AdWords or Pipedrive) as Default since you cannot directly query from them in Query Report Editor

2. Edit#

Edit your Data Source configuration if there is something wrong with it or you want to change the config.

3. Share#

After successfully connecting your Data Source to Holistics, you could share it with specific users or user groups so that they could be able to create reports/dashboards from that Data Source.

You could actually choose to Share the Data Source with all analysts in your tenant

4. Delete#

Please also note the data source cannot be deleted if:

  • There are any Data Models created in or from that Data Source
  • These sources are being used in Data Import or Data Transform.
  • There are any reports or filters have been queried from that Data Source
  • That data source is currently set as Default