Guandata Integration
Last updated
Last updated
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)
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.
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.
Select an existing data account from the dropdown menu.
Choose the desired database table.
Once data preview is successful, proceed to the next step.
Guandata supports two types of database connections: Direct Connection and Guan-Index. In our case, please choose Direct Connection.
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.
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.
