Zoomdata Version

Connecting to PostgreSQL

The Zoomdata Server supports PostgreSQL v9.3.3 and later. To configure the connector, perform the following steps:

  1. Log into Zoomdata.
  2. Click the Sources menu option.

Figure 1

  1. Click the PostgreSQL connector icon.
  2. Specify the name of your source and add a description (if desired). Click Next .

Figure 2

  1. On the Connection page, you define the connection source. You can select an existing connection, if available, or create a new one.

    To create a new connection, select the Input new credentials option button and specify the connection name and JDBC URL.

    The JDBC URL format for PostreSQL database being connected, must be: jdbc:postgresql//POSTGRESQLHOST:PORT/DATABASE_NAME

  2. Click Validate . Valid data will be saved. Click Next .

Figure 3

  1. On the Tables page, select the schema and the data collection to use for your charts.

Figure 4

  1. If you want to add a custom SQL query to retrieve the data, click Custom SQL .

Zoomdata wraps your SQL query into a SELECT statement. If specific statements inside the wrapped query are not supported by your data source, the query will not be executed.
  1. Toggle the caching options (SparkIt and Caching) as needed (by default, SparkIt is disabled; access the article How Zoomdata Caches the Data for more information). Click Next to continue.
  2. On the Fields page, you can create unique label names for the available fields in your data source. These labels will be displayed in the charts. Create unique label names, as needed, for each Label field.
    If necessary, change the Type and Default options, select the checkboxes in the Distinct Count column.

When you create a data source, the specific number of distinct values for the attribute fields are saved in Zoomdata depending on the data sample from your data set. You can filter the data on your chart by these values. While editing a data source, if you want to use all distinct values in the filter (that is from whole data source), click the Refresh button in the Statistics column.

Configure Filter Display settings for the required fields. Click Next .

Figure 5

  1. On the Refresh page, you can schedule asynchronous jobs to refresh fields in your data source. Refer to Using the Zoomdata Scheduler article for more information.
  2. On the Charts page, you can:
    • Edit Global Default Settings
    • Select the Standard and, if available, Custom chart styles to be used with the data source
    • Set default parameters  (group-bys, colors, sorting, etc.) for each chart style
    Learn more about how to customize a chart .

Figure 6

  1. Click Finish to save your changes.