AWS data source: RDS for SQL Server

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Add an AWS RDS for SQL Server data source to Quick BI so you can query and visualize your SQL Server data.

Prerequisites

  • An active AWS RDS for SQL Server instance is available.

  • You have the database username and password.

Limitations

SQL Server versions 2008 through 2022 are supported.

Procedure

  1. Add IP addresses to the whitelist.

    Before you connect to AWS SQL Server, you must add the IP addresses of Quick BI to the AWS SQL Server whitelist.

    For instructions on configuring the security group, see Control access with security groups.

  2. Test the connection and create the data source.

    1. Log on to the Quick BI console.

    2. Add a data source.

      1. Go to the Create Data Source page.

      2. On the AWS Databases tab, select RDS for SQL Server.

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  3. In the Configure Connection dialog box, set the following parameters.

    Parameter

    Description

    Display name

    The display name shown in the data source list.

    The name must not contain special characters or leading or trailing spaces.

    Endpoint

    The public endpoint of your RDS for SQL Server instance, available in the instance details on the Amazon RDS console. Example: xxxxxxxxxxxxxxxxx.rds.amazonaws.com.

    For more details, see Connect to a DB instance running the Microsoft SQL Server database engine.

    Port

    The connection port. Default: 1433.

    Database

    The name of the database to connect to.

    Schema

    The schema to connect to. Default: dbo.

    Username

    The username of your database account.

    Password

    The password for the username.

    Enable File Upload

    When enabled, files can be uploaded to this data source.

    Initial SQL

    When enabled, SQL statements run each time a new connection is made to the data source.

    Only SET statements are allowed. Use semicolons (;) to separate multiple statements.

  4. Click Test Connection to verify connectivity.

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  5. If the test succeeds, click OK to add the data source.

Next steps

After the data source is created, you can build a dataset and start analyzing your data.