Access CSV Data from MySQL in Amazon QuickSight

Amazon QuickSight gives you a way to quickly build visualizations, perform analytics, and get insights from AWS data sources, uploaded files, and other databases in the cloud. When paired with the CData SQL Gateway, you get the same functionality with access to hundreds of Big Data, NoSQL, and SaaS sources, both on-premises and in the cloud. In this article, we use the SQL Gateway with the CData ODBC Driver for CSV to access CSV data through a MySQL connection in Amazon QuickSight, either in real time using direct queries, or by importing the data into SPICE.

Connect to CSV Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) CSV Files

CData Drivers let you work with CSV files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

Setting connection properties for local files

Set the URI property to local folder path.

Setting connection properties for files stored in Amazon S3

To connect to CSV file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended CSV files exist. In addition, at least set these properties:

• AWSAccessKey: AWS Access Key (username)
• AWSSecretKey: AWS Secret Key

Setting connection properties for files stored in Box

To connect to CSV file(s) within Box, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Box.

Dropbox

To connect to CSV file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

SharePoint Online (SOAP)

To connect to CSV file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. Set User, Password, and StorageBaseURL.

SharePoint Online REST

To connect to CSV file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

Google Drive

To connect to CSV file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to CSV data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

👁 Creating a MySQL Remoting Service in SQL Gateway (Salesforce is shown)

To connect to the SQL Gateway from QuickSight, you will need to run the SQL Gateway on a web-facing machine. After configuring the SQL Gateway, make note of the following information:

• The IP address or domain name of the machine hosting the SQL Gateway
• The data source name (likely CData CSV Sys) of the MySQL service
• The port number of the MySQL service
• The credentials of a SQL Gateway user with access to the service

Configure Remote Access

If your ODBC Driver and the remoting service are installed on-premise (and not accessible from Amazon QuickSight), you can use the reverse SSH tunneling feature to enable remote access. For detailed instructions, read our Knowledge Base article: SQL Gateway SSH Tunneling Capabilities.

Connect to CSV in QuickSight

Once you have a MySQL Service configured for the CSV ODBC Driver, you are ready to connect to the data in QuickSight. Start by logging in to your QuickSight console. From there, click Manage Data, then click New Data Set and choose MySQL as the data source.

👁 Create a new MySQL data source.

Configure the data set using the values for the MySQL service for CSV you configured in SQL Gateway (be sure to use the DSN for the database name). Validate your connection and click Create Data Source.

👁 Configure the connection to SQL Gateway (Salesforce is shown).

Visualize CSV Data in QuickSight

For this article, we will use a custom SQL query for our data visualization. To do so, click Edit/Preview Data and in the resulting Data Prep screen follow the steps below:

1. Name your data set (for example, Customer).
2. If you wish to import your data into QuickSight SPICE, click the SPICE option, otherwise QuickSight will query the data directly.
3. Under the Tables menu, click Switch to Custom SQL Tool.
   • Give your SQL query a name.
   • Enter your custom SQL query. For example:
     SELECT City, TotalDue FROM Customer
   • Click Finish.
4. Click Save & Visualize.

👁 Create a custom SQL query (Salesforce is shown).

After you have saved the data set, you can configure the visualization. Select the columns you wish to visualize and choose a visual type. Your visualization can be customized, from its name to the way that data is aggregated.

👁 Visualize data in QuickSight (Salesforce is shown).

With the CData ODBC Driver for CSV and SQL Gateway, you are able to easily build data visualizations and perform analytics on CSV data in Amazon QuickSight. If you have any questions, such as needing to access your on-premises data from AWS QuickSight, let our Support Team know.