Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can easily create a database connection in Canvas Studio with viable and feasible configurations. To serve the purpose of establishing a connection with your schema, a database connection is created to facilitate the process of fetching the data from the schema. To create a database connection and DB data source, refer the following sections: 

Tip

A brief overview on creating a database connection in Canvas Studio is provided as follows:

  1. In Canvas Studio, click Create > Connection
  2. In the Create New Connection screen, select your database management system, e.g. MySQL
  3. Provide a unique name in the Connection Name field
  4. Provide the appropriate Host Name, Port number, DB/Schema Name, User Name and Password.
  5. To test the connection, click Test
  6. Once the connection gets tested successfully, click Save to save the connection. 

...

Anchor
DB_DATA_SOURCE
DB_DATA_SOURCE
Create a DB Data Source

You can easily create a DB data source in Canvas Studio with viable and feasible configurations. Data sources serve as the vital cog in facilitating the process of fetching the data from the various listed tables, present in the database. 

Tip

A brief overview on creating a DB data source in Canvas Studio is provided as follows:

  1. In Canvas Studio, right-click the existing connection and select the Create Data Source option. 
  2. In the Create Data Source screen, provide a unique name in the Data Source Name field. 
  3. Click the Object Name lookup field and select the table, from which you want to fetch the data. 
  4. Click the Column IDs field and select the columns of your choice from the selected table. To select all the columns of the table at the same time, click Select All option. 
  5. Click Save to save the newly created data source. 


The step-by-step procedure to create a DB data source in Canvas Studio is listed as follows:

  1. In Canvas Studio, click Connections on the left pane.
    The existing connections are listed in the Connections and Data Sources on the right pane.

    Image Modified

  2. Right-click the connection and select Create Data Source.

    Image Modified


    The Create New Data Source page appears.

    Image Modified
  3. In the Create Data Source page, enter a unique data source name in the Data Source Name field, e.g. ACCOUNT SUMMARY DS

    Note

    The Is SQL? toggle is an optional field. This field is used to facilitate the purpose of using SQL statements. 


    Image Modified

  4. Click the Object Name lookup field and select the table, view, or stored procedure name from which you need to fetch the data. 

    Note

    Stored procedures are enabled for reports only and are yet to be enabled in App Designer. The input parameters for stored procedure can be passed during the configuration of the base report in Canvas Studio and the values can be altered in Sigma screen as well. Refer Creating a Data Source using Stored Procedure for more information on creating a datasource using stored procedure.


    Image Modified

  5. Click the Column IDs field and select the columns to be fetched.

    Tip

    To quickly select all the columns for the report, click the Select All (Image Modified) icon. To remove all the selected columns, click the Remove All (Image Modified) icon. To select specific columns, select the checkbox adjacent to the column names as shown in the following screen shot:

    Image Modified


    Note

    The Where Clause and Order By fields are optional. 


  6. Click Save

    Image Modified

    A confirmation message, indicating a successful save, appears. 
    Image Removed
    Image Added

  7. Click Ok