Connect FineBI to MaxCompute

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FineBI can connect to data in your MaxCompute project. This connection allows business personnel and data analysts to perform problem-oriented exploratory analysis. This topic describes how to use the MaxCompute Java Database Connectivity (JDBC) driver to connect FineBI to a MaxCompute project and perform visual data analytics.

Background information

FineBI is a Business Intelligence (BI) product from FanRuan Software Co., Ltd. It is a business-oriented product that allows business personnel and data analysts to perform free-form exploratory analysis through portable data processing and management. You can use FineBI to manage data in various visual ways, such as filtering, grouping and summarizing, adding new columns, configuring fields, and sorting. This improves the convenience and efficiency of data integration. For more information about FineBI, see FineBI.

Prerequisites

Before you start, make sure that you meet the following requirements:

Procedure

The procedure for connecting FineBI to MaxCompute is as follows:

  1. Step 1: Place the MaxCompute JDBC driver and Java log framework

    Place the JAR packages for the MaxCompute JDBC driver and the Java log framework into the driver directory of FineBI. This allows FineBI to use the driver and log framework to access the MaxCompute project.

  2. Step 2: Install the MaxCompute isolation plugin

    Install the isolation plugin package to prevent driver conflicts between MaxCompute and FineBI.

  3. Step 3: Connect FineBI to MaxCompute

    Configure connection parameters to connect FineBI to the MaxCompute project.

  4. Step 4: Use FineBI to query and analyze data

    Access MaxCompute project data and perform visual analytics in FineBI.

Step 1: Place the MaxCompute JDBC driver and Java log framework

  1. In the FineBI installation path %FineBI%\webapps\webroot\WEB-INF, create a folder named maxcomputedriverlib.

  2. Place the downloaded MaxCompute JDBC driver JAR package odps-jdbc-3.2.9-jar-with-dependencies.jar and the Java log framework JAR package slf4j-log4j12-1.7.16.jar into the new maxcomputedriverlib folder.

Step 2: Install the MaxCompute isolation plugin

Note

You do not need to install the isolation plugin for FineBI V6.0 or later. You can skip this step. This topic uses FineBI V5.1.9 as an example, so the actual steps may vary depending on your version.

FineBI provides three methods to install plugins: download and install, local installation, or manual installation. For more information, see Plugin Management. This topic uses the local installation method after you download the isolation plugin package.

  1. Start the FineBI tool and go to the FineBI interface.

    For information about how to start FineBI on different operating systems, see Install and start FineBI.

  2. Optional: If this is the first time you are opening the FineBI interface, follow the system prompts to set up an account and select a database.

    1. On the Account Settings page, set the username and password, click OK, and then record the username and password.

    2. Click Next.

    3. On the Database Selection page, in the Built-in Database section, click Direct Logon.

    4. Enter your username and password, and click Logon to access the FineBI interface.

  3. In the left navigation pane, choose Management System > Plugin Management. At the bottom of the Plugin Management page, click Install from Local.

  4. Select the downloaded MaxCompute isolation plugin package fr-plugin-MaxCompute-driver-loader-2.5.zip and click Open.

  5. When the installation is complete, a dialog box appears. Click OK.

    You can find the installed MaxCompute isolation plugin in the My Plugins section on the right. If you encounter any issues during installation, refer to Plugin Management FAQ.

Step 3: Connect FineBI to MaxCompute

  1. Restart the FineBI tool and go to the FineBI interface.

    For information about how to start FineBI on different operating systems, see Install and start FineBI.

  2. In the navigation pane on the left, go to Management System > Data Connection > Data Connection Management. On the Data Connection Management tab, click New Data Connection.

  3. Click All, and then on the right, select MaxCompute as the data source.

  4. On the MaxCompute page, configure the following parameters.

    Parameter

    Description

    Data Connection Name

    The name of the new data connection. This name is used to distinguish different database connections in the system. For example, MaxCompute.

    Driver

    The driver used to connect to the MaxCompute project. The value is fixed at com.aliyun.odps.jdbc.OdpsDriver. You do not need to change it.

    Username

    The AccessKey ID that has access permissions for the target MaxCompute project.

    You can go to the AccessKey Management page to obtain the AccessKey ID.

    Password

    The AccessKey secret that corresponds to the AccessKey ID.

    You can go to the AccessKey Management page to obtain the AccessKey secret.

    Data Connection URL

    The URL for connecting to the MaxCompute project. The format is jdbc:odps:<MaxCompute_endpoint>?project=<MaxCompute_project_name>[&interactiveMode={true|false}]. Remove the <> symbols when you configure the URL. The parameters are described as follows:

    • <MaxCompute_endpoint>: Required. The Endpoint of the region where the MaxCompute project resides.

      For information about the Endpoints of different regions, see Endpoints.

    • <MaxCompute_project_name>: Required. The name of the target MaxCompute project to connect to.

      This is the MaxCompute project name, not the workspace name. You can log on to the MaxCompute console, switch the region in the upper-left corner, and then find the specific MaxCompute project name on the Project Management tab.

    • interactiveMode: Optional. The switch for the query acceleration feature.

      To enable the query acceleration feature, append &interactiveMode=true to the URL. For more information about the query acceleration feature, see Query acceleration.

  5. In the upper-right corner of the MaxCompute page, click Test Connection. After a successful connection, click Save to connect FineBI to MaxCompute.

    If the connection fails, see Data Connection FAQ.

Step 4: Use FineBI to query and analyze data

In the FineBI interface, you can click Data Preparation or Dashboard in the navigation pane on the left to query and analyze MaxCompute project data. You can perform the following operations. For detailed instructions, see FineBI Help.

  • View all tables

    In the navigation pane on the left, click Data Preparation. On the Data List page, add a business package, such as MaxCompute. Click the new business package and choose Add Table > Database Table. From the Please select a data connection list, select the data connection created in Step 3. FineBI automatically loads the table information from the MaxCompute project.

  • View table schema

    In the left navigation pane, click Data Preparation. On the Data List page, add a business package, such as MaxCompute. Click the new business package and choose Add Table > SQL Dataset. Enter the name of the table to query and the SQL statement. After you preview the data, click OK. On the Data Preview tab, click the 元数据 icon to view the table schema.

  • View table data

    In the navigation pane on the left, click Data Preparation. On the Data List page, add a business package, such as MaxCompute. Click the new business package and choose Add Table > SQL Dataset. Enter a name for the table and the SQL statement. After you preview the data, click OK. On the Data Preview tab of the table, click the 详细数据 icon to view the table data.

  • Analyze data with visualizations

    In the navigation pane on the left, click Dashboard. Create a new dashboard and add components to start analyzing data.