How to Create Power BI Visual Reports with Real-Time AlloyDB Data

CData Power BI Connectors provide self-service integration with Microsoft Power BI. The CData Power BI Connector for AlloyDB links your Power BI reports to real-time AlloyDB data. You can monitor AlloyDB data through dashboards and ensure that your analysis reflects AlloyDB data in real time by scheduling refreshes or refreshing on demand. This article details how to use the Power BI Connector to create real-time visualizations of AlloyDB data in Microsoft Power BI Desktop.

If you are interested in publishing reports on AlloyDB data to PowerBI.com, refer to our other Knowledge Base article.

Collaborative Query Processing

The CData Power BI Connectors offer unmatched performance for interacting with live AlloyDB data in Power BI due to optimized data processing built into the connector. When you issue complex SQL queries from Power BI to AlloyDB, the connector pushes supported SQL operations, like filters and aggregations, directly to AlloyDB and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze AlloyDB data using native Power BI data types.

Connect to AlloyDB as a Power BI Data Source

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI AlloyDB. This the name of the DSN that Power BI uses to request a connection to the data source. Configure the DSN by filling in the required connection properties.

You can use the Microsoft ODBC Data Source Administrator to create and configure the DSN: From the Start menu, enter "ODBC Data Sources" and select the CData PowerBI REST DSN. Ensure that you run the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit). You can also use run the ConfigureODBC.exe tool located in the installation folder for the connector.

The following connection properties are usually required in order to connect to AlloyDB.

• Server: The host name or IP of the server hosting the AlloyDB database.
• User: The user which will be used to authenticate with the AlloyDB server.
• Password: The password which will be used to authenticate with the AlloyDB server.

You can also optionally set the following:

• Database: The database to connect to when connecting to the AlloyDB Server. If this is not set, the user's default database will be used.
• Port: The port of the server hosting the AlloyDB database. This property is set to 5432 by default.

Authenticating with Standard Authentication

Standard authentication (using the user/password combination supplied earlier) is the default form of authentication.

No further action is required to leverage Standard Authentication to connect.

Authenticating with pg_hba.conf Auth Schemes

There are additional methods of authentication available which must be enabled in the pg_hba.conf file on the AlloyDB server.

Find instructions about authentication setup on the AlloyDB Server here.

Authenticating with MD5 Authentication

This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to md5.

Authenticating with SASL Authentication

This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to scram-sha-256.

Authenticating with Kerberos

The authentication with Kerberos is initiated by AlloyDB Server when the ∏ is trying to connect to it. You should set up Kerberos on the AlloyDB Server to activate this authentication method. Once you have Kerberos authentication set up on the AlloyDB Server, see the Kerberos section of the help documentation for details on how to authenticate with Kerberos.

How to Query AlloyDB Tables

Follow the steps below to build a query to pull AlloyDB data into the report:

1. Open Power BI Desktop and click Get Data -> Other -> CData AlloyDB.
2. Select CData PowerBI AlloyDB in the Data Source Name menu and select a data connectivity mode:
   Select Import if you want to import a copy of the data into your project. You can refresh this data on demand.
   Select DirectQuery if you want to work with the remote data.
3. Select tables in the Navigator dialog.

4. In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing AlloyDB columns. Click Edit to open the query editor. Right-click a row to filter the rows. Right-click a column header to perform actions like the following:

   • Change column data types
   • Remove a column
   • Group by columns

   Power BI detects each column's data type from the AlloyDB metadata retrieved by the connector.

   Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote AlloyDB data. When you click Close and Apply, Power BI executes the data retrieval query.

   Otherwise, click Load to pull the data into Power BI.

How to Create Data Visualizations in Power BI

After pulling the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Follow the steps below to create a pie chart:

1. Select the pie chart icon in the Visualizations pane.
2. Select a dimension in the Fields pane: for example, ShipName.
3. Select a measure in the Fields pane: for example, ShipCity.

You can change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed.

You can use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them:

You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field's value, select one of the values that are displayed in the Filters pane.

Click Refresh to synchronize your report with any changes to the data.

At this point, you will have a Power BI report built on top of live AlloyDB data. Learn more about the CData Power BI Connectors for AlloyDB and download a free trial from the CData Power BI Connector for AlloyDB page. Let our Support Team know if you have any questions.