Connect Netease YouShu BI to MaxCompute

Prerequisites

Procedure

To connect Netease YouShu BI to MaxCompute, follow these steps:

1. Step 1: Connect Netease YouShu BI to MaxCompute

   Configure connection parameters to connect Netease YouShu BI to a MaxCompute project.

2. Step 2: Create a visual model in Netease YouShu BI

   Create a data model to prepare for data visualization and analysis.

3. Step 3: Query and analyze data with Netease YouShu BI

   Access and visually analyze MaxCompute project data in Netease YouShu BI.

Step 1: Connect Netease YouShu BI to MaxCompute

1. Log in to the Netease YouShu BI console and click Get Started.

2. In the top navigation bar, click Data Source. In the left-side navigation pane, click Data Connection. On the Data Connection page, click the icon and select Add Connection.

   The left-side navigation pane on the Data Connection page provides three entry points: Data Model, Data Preparation, and Data Connection. The + icon above the list on the right provides two options: Add Connection and New Folder.

3. In the New Data Connection dialog box, click MaxCompute.

   The New Data Connection dialog box lists various data source types, such as Excel, CSV, MySQL, TiDB, MaxCompute, AnalyticDB for MySQL, Amazon Redshift, Oracle, SQL Server, DB2, DM, MapR Hadoop Hive, Spark SQL, Apache Kylin, Kyligence, and Apache Impala.

4. On the Basic Information tab, configure the parameters for the MaxCompute data source as described in the following table.

   Parameter	Description
   Data source name	Required. The name of the new data connection. This name distinguishes connections to different databases in the system. Example: MaxCompute.
   Server	Required. The endpoint of the destination MaxCompute project's region. For more information about endpoints in different regions, see Endpoints.
   Username	Required. The AccessKey ID that has permissions to access the destination MaxCompute project. You can go to the AccessKey Management page to obtain an AccessKey ID.
   Password	Required. The AccessKey Secret for the specified AccessKey ID. You can go to the AccessKey Management page to obtain an AccessKey Secret.
   Database	Required. The name of the destination MaxCompute project. This is the MaxCompute project name, not the workspace name. You can log in to the MaxCompute console, switch the region in the upper-left corner, and then click Workspace > Project management. On the Project management page, you can view the MaxCompute project name.
   Default database	Optional. This parameter appears after you click Connect. You can select a database from the drop-down list to use as the default database. This way, you do not need to specify the project name when creating a model with custom SQL.
   Sync to complex reports	Optional. This parameter appears after you click Connect. Enabling this parameter synchronizes the database as a data source for complex reports.
   Cache validity period	Optional. This parameter appears after you click Connect. Specifies the expiration time for cached data.

5. In the upper-right corner, click Save.

6. In the New Connection dialog box, select a destination folder for the new data connection and click OK. This completes the data connection configuration.

   In the New Connection dialog box, the Name field is automatically populated with the data connection name. The available folder directories are displayed in a tree structure below.

   To create a new folder, click New Folder in the lower-left corner of the New Connection dialog box.

Step 2: Create a visual model

1. In the upper-right corner of the newly created data connection, click New Model.

   The data connection page contains tabs such as Basic Information, Table Information, Field Classification, Related Content, and Operation Record. The Basic Information tab displays connection parameters such as the data source name, server, username, password, and database.

2. In the Table area on the left, drag one or more tables that you want to analyze to the workspace on the right. After processing the data for your business scenario, click Save and New Report in the upper-right corner.

   In the workspace, you can join multiple tables into a single table or perform data processing tasks such as renaming fields, converting data types, handling null values, creating a data dictionary, adding calculated fields, and creating hierarchies or groups. For more information about how to create a model, see Model Creation Demo. After you select a table, the Dimension and Measure fields of the table are displayed in separate columns below the workspace.

3. In the Save Model dialog box, enter a Name, select a folder, and click OK. This creates the model and redirects you to the report editing page.

   In the Save Model dialog box, you can enter a model name in the Name field. The available folder directories are displayed in a tree structure below.

   To create a new folder, click New Folder in the lower-left corner of the New Connection dialog box.

Step 3: Query and analyze data

In the Netease YouShu BI UI, you can query and analyze MaxCompute project data using the configured data connection and data model.

• View all tables

  After you add the MaxCompute data source, you can find the table information of your MaxCompute project under Data Connection in Netease YouShu BI.

• View table structure and table data

  After you add the MaxCompute data source, you can click a table name under Data Connection in Netease YouShu BI to view its table structure and table data.

• Visually analyze data

  On the report editing page, select a chart type from the top menu bar. Then, drag a Dimension or Measure field from the right side to the Chart data area to generate a data analysis report. For more information about how to create a report, see Report Creation Demo.