Data Store using an RDBMS Connector

This page helps to understand the Data Store creation flow with the RDBMS Data Connector.

Check out the given illustration to understand how to create a Data Store based on an RDBMS Data Connector.

Getting Data

  • The user gets the Getting Data tab while clicking the Create Data Store option.

  • Enter a name for the Data Store. The Data Connector and Database names get displayed based on the selection of the data connector.

  • Write the SQL query in the given space (Use the Ctrl+ Space keys for assistance in writing a query.

  • Put a checkmark in the given box to Enable Scheduler option.

  • Click the Next option to proceed.

Data Type Definition

This tab allows users to define the data type using the selected data store. They can interchange the Dimensions, Measures, and Time fields by selecting the respective icons provided for these fields.

  • Navigate to the Data Type Definition tab.

  • Define the required Dimensions, Measures, and Time by interchanging the categories.

  • Enable the Dimensions by using a checkmark to avail List of Values (LOV) lookup in the filter panel of the Self-service BI Report.

  • Click the Next option to proceed.

The user can change the categories of a dimension, measure, and time values by clicking the following options:


Move to Dimensions

Moves the selected ?Measure or Time element to Dimension category.

Move to Measures

Moves the selected Dimension or Time element to Measure category.

Move to Time

Moves the selected Dimension or Measure to Time category/

Please Note: Click the Previous option to go back to the previous tab.

Hierarchy Definition

Define the hierarchy using various dimensions and time options.

  • Navigate to the Hierarchy Definition tab.

  • Click the Add option provided on the Hierarchy Definition page.

  • A new Drill Def box gets added.

  • Drag and drop the dimensions or time options to define a hierarchy.

    • The Time fields gets separated in the 3-level granularity by dragging one time. By default, the Time dimensions can be split into Year>Month>Date hierarchy.

    • The Dimension fields need to be dragged separately each time to create the hierarchy in the Drill Def box.

  • Click the Next tab to proceed.

Please Note:

  • Click the Previous option to go back to the previous tab.

  • Click the Remove option (in the Drill Def box) to remove the defined hierarchy using the selected option.

Batch Query

Split the data fetching process into different batches by generating a batch query.

  • Navigate to the Batch Query tab.

  • Select a Dimension using the drop-down menu.

  • Click the Generate option.

  • Based on the selected dimension, a distinct query gets generated (in the below-given box). The user can edit the distinct query as per their requirement.

  • Click the Generate option provided for the Batch Query option.

  • The original query generates the distinct query specifications to fetch data.

  • Proceed to the next tab by clicking the Next tab.

Data Restriction

Configure the Data Restrictions settings to restrict a user-level view of the data store.

  • Navigate to the Data Restriction tab.

  • Click the Add icon to add a new box for inserting the data restriction parameter.

  • Select a dimension from the drop-down menu.

  • Enter the user/group-specific custom field to restrict the data.

  • Click the Next option to proceed.

Please Note: The Administrator can restrict access to data for a specific user by configuring the User. Property via the Data Restriction tab. E.g., If for a user/user group Country custom field is provided value India, and the administrator passes Country as User Property while creating a data store. The users for whom India was selected as the value for the Country custom field can access data regarding India only.

Scheduling Data Refresh

The user can schedule a data refresh interval via the Schedule Data Refresh tab.

  • Navigate to the Schedule Data Refresh tab. (This tab only appears for the Data Stores where scheduler has been enabled using the Getting Data tab).

  • Define a time range to refresh data using the following options:

    • Daily

    • Weekly

    • Monthly

    • Yearly

    (Select any one option from the above-given list to set the data refresh interval)

  • Enable the Refresh Now option by using a checkmark in the given box.

  • Enable the Email Notification option by providing a checkmark in the box.

    • Provide a valid email address to receive the notification email regarding the Data Store.

  • Click the Finish option to complete the Data Store creation process.

  • A message appears to confirm that the data store configuration has been saved.

  • The Data Stores List opens.

  • A new Data Store gets created and added to the displayed list.


Push to VCS

Pushes the Data Store to the GIT repository.

Pull From VCS

Pulls the Data Store to the GIT repository.

Refresh Data

Refreshes data for a datastore.

Latest Scheduled Status

Displays the latest scheduler status via a pop-up window.

Share Data

Shares a datastore to/for the selected user(s) or group(s).

Add Synonyms to

Adds more synonyms to a datastore.

More options

Opens a context menu displaying more options.


Opens the Data Store in editable format the datastore fields.


Deletes the selected Data Store.

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