Add a Greenplum data source

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To create reports in DataV-Note (intelligent analysis) using Greenplum data, you must add your Greenplum instance as a data source. This allows you to query, analyze, and visualize data from the instance within your DataV-Note projects.

Prerequisites

  • You have purchased a Greenplum instance and created a database.

  • You must have a workspace. For more information, see Create a workspace.

    Note

    After you activate DataV-Note (Intelligent Analysis), the platform provides a default workspace that you can use.

Add a data source

  1. Navigate to the data source page.

    1. Log on to the DataV-Note console.

    2. In the left navigation pane, select the target workspace, and then click Data > Data Source.

  2. Click New data connection to create a data source.

  3. Configure the data source information.

    1. Configure the basic information.

      The following table describes the parameters.

      Parameter

      Description

      Data source name

      A custom name for the data source. The name must be unique within the workspace.

      Data source description

      A description for the data source. You can briefly describe its purpose.

      Data source type

      Select Greenplum.

      Whitelist

      To ensure DataV-Note can access the Greenplum database, add the provided system IP addresses to the database's whitelist.

      On the data source configuration page, find the system IP addresses displayed below the Data source type parameter and add them to the Greenplum whitelist.

      Note

      If the default whitelist group for the instance contains 0.0.0.0/0, all IP addresses are allowed to access the instance. You do not need to configure the whitelist.

    2. Configure connection information.

      Parameter

      Description

      Port

      The port number configured for the database.

      Database login information

      Enter the database name, username, and password for the Greenplum database that you want to access.

      Test connection

      Specifies whether to automatically test the connection when you create the data source.

  4. Test the connection.

    Use the Test connection parameter to enable or disable automatic connection testing:

    • On: Automatically tests the connection by using the provided configuration.

    • Off: Does not test the connection. You must test it manually before use.

    Note

    After the data source is created, its connection status appears in the data source list. The possible statuses are as follows:

    • Connection normal: Indicates that the data source is available. You can use the data source for subsequent query and analysis operations.

    • Connection failed: DataV-Note cannot access the data source. Click the image icon below the data source to run a test. Fix any reported errors.

    • Untested: Click the image icon below the data source to test the connectivity. You can use the data source for queries and analysis only after the connection is normal.

  5. Click OK to create the data source.

Next steps

After the data source is created, you can perform the following operations as needed:

  • Use the data source: Go to the edit page of your project to perform queries and analysis. For more information, see Data Analysis.

    Note

    Only data sources with a Connected status can be used in projects.

  • Manage the data source: Perform tasks such as refreshing cached tables or deleting the data source. For more information, see Manage data sources.

References

  • If you have questions or suggestions when you use DataV-Note (Intelligent Analysis), contact us.

  • For more information about data sources, see Data Source Management.