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
Log in to Guandata BI.
Navigate to "Data Center" > "Data Accounts" and click "New Data Account".
In the pop-up window, select "PostgreSQL" as the account platform.
Creating a Dataset
Selecting the Connector
Go to "Data Center" > "Datasets", then click "+ New Dataset".
Choose "Database" as the data source type.
In the "Select Connector" step, choose "PostgreSQL", then click Next.
Selecting Data Tables
Select an existing data account from the dropdown menu.
Choose the desired database table.
Once data preview is successful, proceed to the next step.
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.
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