Create Datasets from PostgreSQL in Domo Workbench and Build Visualizations of PostgreSQL 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 PostgreSQL links Domo Workbench to operational PostgreSQL data. You can build datasets from PostgreSQL data using standard SQL queries in Workbench and then create real-time visualizations of PostgreSQL data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live PostgreSQL data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to PostgreSQL, the driver pushes supported SQL operations, like filters and aggregations, directly to PostgreSQL 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 PostgreSQL data using native Domo data types.

Connect to PostgreSQL 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 PostgreSQL, set the Server, Port (the default port is 5432), and Database connection properties and set the User and Password you wish to use to authenticate to the server. If the Database property is not specified, the data provider connects to the user's default database.

SSH Connectivity for PostgreSQL

You can use SSH (Secure Shell) to authenticate with PostgreSQL, whether the instance is hosted on-premises or in supported cloud environments. SSH authentication ensures that access is encrypted (as compared to direct network connections).

SSH Connections to PostgreSQL in Password Auth Mode

To connect to PostgreSQL via SSH in Password Auth mode, set the following connection properties:

• User: PostgreSQL User name
• Password: PostgreSQL Password
• Database: PostgreSQL database name
• Server: PostgreSQL Server name
• Port: PostgreSQL port number like 3306
• UserSSH: "true"
• SSHAuthMode: "Password"
• SSHPort: SSH Port number
• SSHServer: SSH Server name
• SSHUser: SSH User name
• SSHPassword: SSH Password

SSH Connections to PostgreSQL in Public Key Auth Mode

To connect to PostgreSQL via SSH in Password Auth mode, set the following connection properties:

• User: PostgreSQL User name
• Password: PostgreSQL Password
• Database: PostgreSQL database name
• Server: PostgreSQL Server name
• Port: PostgreSQL port number like 3306
• UserSSH: "true"
• SSHAuthMode: "Public_Key"
• SSHPort: SSH Port number
• SSHServer: SSH Server name
• SSHUser: SSH User name
• SSHClientCret: the path for the public key certificate file

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 PostgreSQL in Domo Workbench using the PostgreSQL DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for PostgreSQL Data

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

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 PostgreSQL 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 PostgreSQL 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 PostgreSQL data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know PostgreSQL-specific APIs or protocols.
9. Click preview. 👁 Querying PostgreSQL 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 PostgreSQL data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the PostgreSQL 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 PostgreSQL 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 PostgreSQL Data in Domo (Salesforce is shown).
   

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