This topic describes how to create a user-created Vertica data source, which is available only in Professional and Advanced workspaces.
Prerequisites
Ensure network connectivity:
If you connect Quick BI to your Vertica database over the public network, add the Quick BI IP addresses to the database whitelist. For more information, see Add a security group rule.
If you connect Quick BI to your Vertica database over an internal network, use one of the following methods to establish connectivity between the data source and Quick BI:
If your Vertica database is deployed on an Alibaba Cloud ECS instance, you can connect through a VPC.
You can also set up a bastion host and access the database through an SSH tunnel.
You have created a Vertica database.
You have the username and password for your Vertica database.
Limitations
Quick BI supports Vertica Analytic Database v9.2.0-7 and v24.1.0-0.
Procedure
Log on to the Quick BI console.
Follow these steps to add the data source.
Navigate to the page for creating data sources. For more information, see Create a data source.
On the User-created Data Sources tab, click Vertica.
On the Add Vertica Data Source page, configure the following parameters.
Parameter
Description
Display name
The name for the data source that appears in the data source list.
The name must not contain special characters or leading or trailing spaces.
Database address
The IP address or domain name of your Vertica database.
Port
The port number used to connect to the database. The default port is 5433.
Database
The name of the database to connect to.
Schema
The name of the schema to connect to. The default schema is public.
Username
The username for your database account.
NoteEnsure that this user has CREATE, INSERT, UPDATE, and DELETE permissions on the tables in the database.
Password
The password for your database account.
VPC data source
Select this option if your data source is in a VPC. If you select VPC data source, configure the following parameters:
Purchaser AccessKey ID: The AccessKey ID of the account that purchased the instance.
For more information, see Obtain an AccessKey pair.
NoteEnsure that this AccessKey ID has read permissions on the target instance. If the key also has write permissions for the associated security group, Quick BI automatically adds its IP addresses to the whitelist. Otherwise, you must add them manually. For more information, see Create a custom policy.
Purchaser AccessKey Secret: The AccessKey Secret of the account that purchased the instance.
For more information, see Obtain an AccessKey pair.
Instance ID: The ID of the instance. You can find the instance ID on the Instances page of the ECS console.
For more information, see View instance information.
Region: The region where the instance is located.
For more information, see View instance information.
SSH tunnel
Select this option to connect to your data source through an SSH tunnel. If you select SSH tunnel, configure the following parameters:
SSH Host: The hostname or IP address of the bastion host.
SSH Username: The username for the SSH connection.
SSH Password: The password for the SSH username.
SSH Port: The port number for the SSH connection. The default port is 22.
Click Test Connection to verify the data source connection.
After the connection test succeeds, click OK to add the data source.
Next steps
After you add the data source, you can create a dataset and analyze your data.
Add tables from your Vertica database or use custom SQL to create a dataset in Quick BI. For more information, see Create a dataset.
Create a dashboard with charts to visualize and analyze your data. For more information, see Create a dashboard and Overview of chart types.
To drill down and analyze data in depth, see Step 3: Drill-down settings and display.