> For the complete documentation index, see [llms.txt](https://docs.reorc.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reorc.com/semantic-modeling/integration/guandata-integration.md).

# Guandata Integration

## Preparation

Before connecting to a PostgreSQL database, ensure you have collected the following information:

* Database version (minimum requirement: PostgreSQL ≥12.5)
* IP address and port number of the database server
* Database name
* Database username and password
* Connection method
* Schema name (optional)

## Connection Steps

### Creating a Data Connection Account

1. Log in to Guandata BI.
2. Navigate to **"Data Center" > "Data Accounts"** and click **"New Data Account"**.
3. In the pop-up window, select **"PostgreSQL"** as the account platform.

<figure><img src="https://786945529-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFTrGKWnjusKCQj11CkuL%2Fuploads%2FvDPFlxVct0iukkrElRYm%2Fimage.png?alt=media&amp;token=ffff4b23-184a-4931-87a3-6e980c2d9b63" alt=""><figcaption></figcaption></figure>

### **Creating a Dataset**

**Selecting the Connector**

1. Go to **"Data Center" > "Datasets"**, then click **"+ New Dataset"**.
2. Choose **"Database"** as the data source type.
3. In the **"Select Connector"** step, choose **"PostgreSQL"**, then click **Next**.

<figure><img src="https://786945529-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFTrGKWnjusKCQj11CkuL%2Fuploads%2Fub0SadjTm0KwTKsmXcrf%2Fimage.png?alt=media&amp;token=9897bde0-408d-411e-81b7-7aacd8e2df8c" alt=""><figcaption></figcaption></figure>

### **Selecting Data Tables**

1. Select an existing data account from the dropdown menu.
2. Choose the desired database table.&#x20;

Once data preview is successful, proceed to the next step.

<figure><img src="https://786945529-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFTrGKWnjusKCQj11CkuL%2Fuploads%2FnN3guUgyBTuZwGAZbtJw%2Fimage.png?alt=media&amp;token=2eabf66f-dd6e-4289-836e-37a093646d89" alt=""><figcaption></figcaption></figure>

### **Database Connection and Update Settings**

Guandata supports two types of database connections: **Direct Connection** and **Guan-Index**. In our case, please choose Direct Connection.

### **Confirming Dataset Information**

At this stage, users can finalize the dataset name, storage location, and field settings.

* **Dataset Name & Storage Location**: Assign a clear and recognizable name to the dataset and choose where to store it. After confirmation, the dataset will appear in **"Data Center" > "Datasets"**. (For Guan-Index datasets, there may be a delay before data extraction is complete).
* **Field Renaming**: Users can rename fields by clicking the dropdown arrow next to the field name.

### **Using the Dataset**

Once the dataset is created, users can immediately utilize it for visualization and analysis. Additional dataset settings and management options are available—refer to the **"Dataset"** documentation for more details.