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Create Redshift Dataflows on PowerBI.com

Connect to the CData Power BI Connectors from PowerBI.com to create Power BI Dataflows with real-time data.

The CData Power BI Connector for Redshift seamlessly integrates with the tools and wizards in Power BI, including the real-time data workflows on PowerBI.com. Follow the steps below to pull data directly into DataFlows on PowerBI.com and use the Power BI Gateway to configure automatic refresh.

Create a DSN

Installing the Power BI Connector creates a DSN (data source name) called CData Power BI Redshift. 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 a new DSN or configure (and rename) an existing DSN: From the Start menu, enter "ODBC Data Sources." 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).

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.

Pulling Redshift Data Directly Into Your Dataflow

With the data source configured, follow the steps below to load data from Redshift tables into your DataFlow.

Set Up the Power BI Gateway

Follow the steps below to configure the gateway on your machine:

  1. Run the CData Power BI Connector installer. If you have not already done so, download the Power BI Gateway.
  2. Select the on-premises data gateway (recommended) option.
  3. Sign into the gateway.
  4. Name the gateway and specify a recovery key.
  5. In the Connectors step, choose a folder where the gateway will look for the CData Power BI Connector. This article uses C:\Users\PBIEgwService\Documents\Power BI Desktop\Custom Connectors\. Copy the .mez files for the CData Connector (found in C:\Users\USERNAME\Documents\Power BI Desktop\Custom Connectors\) to the folder you configured.

    NOTE: The account configured for the service (NT SERVICE\PBIEgwService) needs to be able to access the folder chosen for the gateway. If needed, you can change the service account in the Service Settings section of the gateway installer.

  6. Confirm that the entry CData.PowerBI.Redshift is displayed in the list in the Connectors section.

Set up Power BI Online for a Dataflow

  1. In Power BI Online, create a new workspace, which is also known as an app, if you do not already have one. Note that this is only available with Power BI Pro or higher.
  2. Set up your On-Premises Gateway. The steps for this are in the Configuring the Gateway section of this article.
  3. Go back to Power BI Online. In settings, go to 'Manage Gateways', and add a new data source to your Gateway
    • Enter the Data Source Name, the name that the data source will be referred to within Power BI Online
    • Select the Data Source Type, (e.g. CData Power BI Connector for Redshift) and set the Data Source Name (e.g. CData Power BI Redshift)
  4. Click Add to finish the configuration (do not skip the test connection as it is important to know if a successful connection was made).

    If you would like to manage the users that have access to this data source, you can go to the Users tab.

Set up your Dataflow and pull the Redshift data

  1. In the new workspace, go to Create > Dataflow > Add New Entities.
  2. Choose the ODBC data source and enter the correct connection properties.
    Enter your DSN name in the ODBC connection string section, dsn=CData Power BI Redshift. Choose your gateway and set the authentication type to Anonymous.
  3. Choose the table(s) you want to work with and click Transform data.
    If you want to make any changes to the query, you can right click on the query and click on Advanced Editor.

Configure Data Refresh on PowerBI.com

Refresh your dataflow to have the most up to date data.

  • To refresh manually, open the dataflow options menu from your workspace -> Dataflows and click Refresh Now.
  • To schedule refreshes, open the dataflow options menu from your workspace -> Dataflows and click Schedule Refresh. Enable the option to keep your data up to date. Specify the refresh frequency in the menus.

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