Creating PostgreSQL Dataset

To create a PostgreSQL dataset, follow the steps given below.

  1. On the home page, click the Create icon (). The Product Selection page is displayed.
  2. Hover over the Data Connect tile and click Create Dataset.
    The following figure shows the Product Selection page.



    The Data Connect page for choosing your dataset type is displayed.
  3. From the RDBMS options, select PostgreSQL.
    The following figure shows RDBMS options.



    The Create PostgreSQL Dataset page is displayed.



  4. Enter a suitable Name for the Dataset.
  5. In the Connection Parameter section, enter the following details.

    -- Host (IP address of the server where your database resides)

    -- Port (for the localhost on which the PostgreSQL database service is available)

    -- Username (of the account authorized to access the database)

    -- Password (for the account)

    -- Database (name to access schema(s) and the table(s)

  6. Click Test Connection. The message "Database Connection Successful" is displayed in green if the parameters are accurate. After a successful connection, the Database dropdown is populated with a list of available databases.

  7. From the Database dropdown, select the database that contains your table(s). After selecting the database, the Schema dropdown is populated with a list of available schemas. For more information, read the note below.

  8. From the Schema dropdown, select the schema(s) that contains your table(s) and click Done. After selecting the schema(s), the Select Tables dropdown is populated with a list of all available tables in the schema(s).
  9. From the Select Tables dropdown, select the required tables and click Done.

  10. To add a custom query to select data from the tables, click Add Custom Query. Add Custom Query screen is displayed. Refer to Adding A Custom Query for details.

  11. Click Create. The PostgreSQL dataset is created in Rubiscape and is available for use in your workbooks and workflows.
    The following figure shows the Create PostgreSQL Dataset page.

(info)

Notes:

  • The default port is displayed in the Port field and auto-selected while creating the Dataset. You can change the port before making a connection.

  • You can select multiple schemas from the available options in the Schema dropdown.

  • You can select multiple tables from the available options in the Select Tables dropdown.

  • The selection of schema is optional. If you do not select any schema, all tables in all the schemas are populated in the Select Table dropdown.

  • After you select a Database, the Schema dropdown and Select Tables dropdown are populated with a list of all available schemas and tables respectively.

  • Enabling the "Disable Cache" option allows you to create a dataset without generating a dataset cache.
  • When you select to "Disable Cache", the dashboard will not offer the "Enable Direct Query" option. For more information, please refer to the "Enable Direct Query" document.

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