How to integrate Metabase with Redshift Data

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Redshift data. This article describes how to connect to Redshift and build a simple visualization using Redshift data.

CData Connect provides a pure cloud-to-cloud interface for Redshift, allowing you to easily integrate with live Redshift data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Redshift, leveraging server-side processing to quickly return Redshift data.

Configure Redshift Connectivity for Metabase

Connectivity to Redshift from Metabase is made possible through CData Connect Cloud. To work with Redshift data from Metabase, we start by creating and configuring a Redshift connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Redshift" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Redshift.

   To connect to Redshift, set the following:

   • Server: Set this to the host name or IP address of the cluster hosting the Database you want to connect to.
   • Port: Set this to the port of the cluster.
   • Database: Set this to the name of the database. Or, leave this blank to use the default database of the authenticated user.
   • User: Set this to the username you want to use to authenticate to the Server.
   • Password: Set this to the password you want to use to authenticate to the Server.

   You can obtain the Server and Port values in the AWS Management Console:

   1. Open the Amazon Redshift console (http://console.aws.amazon.com/redshift).
   2. On the Clusters page, click the name of the cluster.
   3. On the Configuration tab for the cluster, copy the cluster URL from the connection strings displayed.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Redshift Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Redshift data from Metabase.

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect Cloud.

1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
2. Configure the connection to Connect Cloud and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "Redshift (Connect Cloud)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. Redshift1)
   • Username: A Connect Cloud username (e.g. user@mydomain.com)
   • Password: The PAT for the above Connect Cloud user
   • Click to Use a secure connection (SSL)

Execute Redshift Data with Metabase

Once you configure the connection to Connect Cloud, you can query Redshift and build visualizations.

1. Use the "Write SQL" tool to retrieve the Redshift data
2. Write a SQL query based on the Redshift connection in CData Connect Cloud, e.g.
   
   

   SELECT ShipName, ShipCity FROM Orders

3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Redshift data in Metabase. You can continue to work with live Redshift data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Redshift (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Redshift data in Metabase today.