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

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

Connect to SQL Server 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.

Connecting to Microsoft SQL Server

Connect to Microsoft SQL Server using the following properties:

• Server: The name of the server running SQL Server.
• User: The username provided for authentication with SQL Server.
• Password: The password associated with the authenticating user.
• Database: The name of the SQL Server database.

Connecting to Azure SQL Server and Azure Data Warehouse

You can authenticate to Azure SQL Server or Azure Data Warehouse by setting the following connection properties:

• Server: The server running Azure. You can find this by logging into the Azure portal and navigating to "SQL databases" (or "SQL data warehouses") -> "Select your database" -> "Overview" -> "Server name."
• User: The name of the user authenticating to Azure.
• Password: The password associated with the authenticating user.
• Database: The name of the database, as seen in the Azure portal on the SQL databases (or SQL warehouses) page.

SSH Connectivity for SQL Server

You can use SSH (Secure Shell) to authenticate with SQL Server, 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 SQL Server in Password Auth Mode

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

• User: SQL Server User name
• Password: SQL Server Password
• Database: SQL Server database name
• Server: SQL Server Server name
• Port: SQL Server 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 SQL Server in Public Key Auth Mode

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

• User: SQL Server User name
• Password: SQL Server Password
• Database: SQL Server database name
• Server: SQL Server Server name
• Port: SQL Server 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 SQL Server in Domo Workbench using the SQL Server DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for SQL Server Data

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

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

Create Data Visualizations

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

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