This topic explains how to add a user-created Vertica data source. This feature is available only in the group workspaces of Quick BI Professional Edition or Advanced Edition.
Prerequisites
Ensure network connectivity between Quick BI and your Vertica database:
If you connect to your Vertica database over the public network, you must add the IP addresses of Quick BI to the database whitelist. For more information, see Use security groups.
If you connect to your Vertica database over an internal network, use one of the following methods to establish a connection:
If your Vertica database is hosted on an Alibaba Cloud ECS instance, you can connect to it through a VPC.
You can also set up a bastion host and connect to your database through an SSH tunnel.
You have a user-created Vertica database.
You have the username and password for your Vertica database.
Limitations
Quick BI supports Vertica Analytic Database versions v9.2.0-7 and v24.1.0-0.
Procedure
Log on to the Quick BI console.
Add the data source:
Navigate to the data source creation page from one of the available entry points.
On the User-Created Data Source tab, select the Vertica data source.
On the Add Vertica Data Source page, configure the following parameters.
Parameter
Description
Display name
The name that is displayed for the data source.
Use a descriptive name. Do not use special characters or leading or trailing spaces.
Database address
The IP address or domain name of the Vertica database.
Port
The port number. The default value is 5433.
Database
The name of the database.
Schema
The name of the schema. The default value is public.
Username
The username to access the database.
NoteEnsure that this user has CREATE, INSERT, UPDATE, and DELETE permissions on the tables in the database.
Password
The password that corresponds to the username.
VPC data source
Select this option if your data source is in a VPC. When you select VPC data source, you must configure the following parameters:
AccessKey ID: The AccessKey ID of the account that owns the instance.
For more information, see Create an AccessKey.
NoteEnsure that this AccessKey ID has the Read permission for the target instance. If the key also has the Write permission for the corresponding security group, Quick BI automatically adds the required IP addresses to the whitelist. Otherwise, you must add them manually. For more information, see Create a custom policy.
AccessKey Secret: The AccessKey Secret of the account that owns the instance.
For more information, see Create an AccessKey.
Instance ID: The ID of the instance. You can obtain the instance ID from 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
Select this option to connect to your data source through an SSH tunnel. You must then configure the following parameters:
SSH host: The hostname or IP address of the SSH host.
SSH username: The username for the SSH connection.
SSH password: The password for the SSH username.
SSH port: The port for the SSH connection. The default value is 22.
Click Test Connection to verify the data source connection.
After a successful connection test, click OK to add the data source.
Next steps
After you add the data source, you can create a dataset and analyze your data.
To add tables or custom SQL queries from your Vertica database to a dataset in Quick BI, see Create a dataset.
To create visualization charts and analyze data, see Create a dashboard and Overview of visualization charts.
To drill down into your data for in-depth analysis, see Step 3: Configure and display drill-down data.