How-to create a Data Store Using an RDBMS Connector

Create a Data Store on top of an RDBMS Data Connector and configure types, hierarchy, batching, restrictions, and (optionally) scheduling.

Prerequisites:

• An RDBMS Data Connector is already created and accessible in the Data Center.

• You have permission to create Data Stores.

Start the Data Store Wizard

1. In the Data Center, open the connector you want to use (or its list entry).

2. Click Create Data Store to launch the wizard.

Getting Data

• Navigate to the My Connectors page.

• Select a connector from the Standard Connectors list.

• Click the Options icon.

• Select the Create Data Store option.

• Description: Optional.

• Query: Write the SQL in the editor (use Ctrl+Space for assistance).

• Enable Scheduler: Check this to add the Schedule Data Refresh step later.

• Click Next.

Configuring the Getting Data tab: Provide a valid SQL that returns the fields you intend to model as Dimensions/Measures/Time.

Data Type Definition

Interchange fields into Dimensions, Measures, and Time.

• Drag fields between categories or use the icons:

  • Move to Dimensions — moves selected Measure/Time to Dimension

  • Move to Measures — moves selected Dimension/Time to Measure

  • Move to Time — moves selected Dimension/Measure to Time

• Enable Dimensions (checkbox) to make them available as LOV (List of Values) in report filters.

• Click Next.

  • Use Previous to go back if needed.

Hierarchy Definition

Define drill paths with time and dimension fields.

• Click Add to insert a Drill Def box.

• Drag Time and Dimension fields into the box:

  • Time automatically splits into a 3-level granularity (default Year > Month > Date).

  • Dimension fields must be dragged separately for each level you want in the drill.

• Use Remove (inside the Drill Def box) to delete a hierarchy if needed.

• Click Next.

  • Use Previous to return to the prior tab.

Batch Query

Split fetching into batches using a generated distinct query.

• Select a Dimension (drop-down).

• Click Generate to create the Distinct Query; edit if required.

• Click Generate under Batch Query to derive the batch specification from your original query.

• Click Next.

Note (MongoDB only): For Mongo-based Data Stores, batch/Distinct queries are not auto-generated. Use Help Center on this tab for Mongo syntax guidance. (RDBMS flows generate automatically.)

Data Restrictions

Restrict rows shown to end users based on user/group properties.

• Click Add to insert a restriction box.

• Select a Dimension.

• Enter the user/group custom field key used to filter data (e.g., Country).

• Click Next.

Example: If a user (or group) has a Custom Field Country=India, If you use that field in Data Restrictions, they will only see India data.

Schedule Data Refresh (shown only if Scheduler was enabled in Step 1)

• Frequency: Hourly / Daily (default) / Weekly / Monthly / Yearly

• Refresh Now: Check to trigger an immediate refresh.

• Email Notification: Check and enter an email to receive status notifications.

• Click Finish.

Completion & Result

• A confirmation message appears indicating the Data Store has been saved.

• You are redirected to the Data Stores List, where the new Data Store is added.

Tips:

• Keep Dimensions concise and meaningful—enable LOV on those expected in filter panels.

• Include a Time field for time-series analysis and Timeline features in reports.

• Use Batch Query when datasets are large to improve load resilience.

• Define Data Restrictions early for governed, least-privilege access.

• Enable Scheduler for routine refreshes; pair with email notifications for monitoring.

Navigation Aids

• Previous / Next buttons move between tabs.

• Use Help Center (where present) for tab-specific guidance.