Create Datasets from Lakebase in Domo Workbench and Build Visualizations of Lakebase Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Lakebase links Domo Workbench to operational Lakebase data. You can build datasets from Lakebase data using standard SQL queries in Workbench and then create real-time visualizations of Lakebase data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Lakebase data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Lakebase, the driver pushes supported SQL operations, like filters and aggregations, directly to Lakebase and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Lakebase data using native Domo data types.

Connect to Lakebase as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To connect to Databricks Lakebase, start by setting the following properties:

• DatabricksInstance: The Databricks instance or server hostname, provided in the format instance-abcdef12-3456-7890-abcd-abcdef123456.database.cloud.databricks.com.
• Server: The host name or IP address of the server hosting the Lakebase database.
• Port (optional): The port of the server hosting the Lakebase database, set to 5432 by default.
• Database (optional): The database to connect to after authenticating to the Lakebase Server, set to the authenticating user's default database by default.

OAuth Client Authentication

To authenicate using OAuth client credentials, you need to configure an OAuth client in your service principal. In short, you need to do the following:

1. Create and configure a new service principal
2. Assign permissions to the service principal
3. Create an OAuth secret for the service principal

For more information, refer to the Setting Up OAuthClient Authentication section in the Help documentation.

OAuth PKCE Authentication

To authenticate using the OAuth code type with PKCE (Proof Key for Code Exchange), set the following properties:

• AuthScheme: OAuthPKCE.
• User: The authenticating user's user ID.

For more information, refer to the Help documentation.

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.

After creating a DSN, you will need to create a dataset for Lakebase in Domo Workbench using the Lakebase DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Lakebase Data

You can follow the steps below to build a dataset based on a table in Lakebase in Domo Workbench using the CData ODBC Driver for Lakebase.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate. 👁 Connecting to the Domo Service.
   
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Lakebase Orders), select ODBC Connection Provider as the transport method, and click through the wizard. 👁 Configuring the DataSet Job.
   
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData Lakebase Sys) for the System DSN.
7. Click to validate the configuration. 👁 Configuring the Source Settings.
   
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM Orders

   NOTE: By connecting to Lakebase data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Lakebase-specific APIs or protocols.
9. Click preview. 👁 Querying Lakebase Data.
   
10. Check over the generated schema, add any transformations, then save and run the dataset job. 👁 Save and Run the Configured DataSet Job (Salesforce is shown).
    

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Lakebase data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Lakebase data in the Domo service.

1. Navigate to the Data Center. 👁 Accessing the Data Center (Salesforce is shown).
   
2. In the data warehouse, select the ODBC data source and drill down to our new dataset. 👁 Selecting the Lakebase Dataset (Salesforce is shown).
   
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   👁 Visualizing Lakebase Data in Domo (Salesforce is shown).
   

With the CData ODBC Driver for Lakebase, you can build custom datasets based on Lakebase data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.