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Data Center

The Data Center module is the heart of the Platform for managing and organizing data from multiple sources.

Homepage

The Homepage under the Data Center module provides an overview of all the ongoing data-related processes under the platform.

The user can access the Data Center module from the Platform homepage in two ways:
- On the Left side Panel of the Platform Homepage.
- From the Apps Menu.

Steps to Access the Data Center Homepage

Navigate to the Platform homepage.
Click the Data Center icon provided on the left side panel of the Platform homepage.
OR
Open the Apps Menu from the Platform Homepage.
Select the Data Center module from the Apps menu.

The Homepage of the Data Center module opens by default.
- The user can see the New option to create a new Data Connector, Data Set, Data Store, Data Store Meta Data, Data Sheet, Data Sandbox, and Data as API (The list of available options is displayed by clicking the New option).
- The user can also access a menu bar with icons to get the lists of the created Data Connectors, Data Sets, Data Stores, Data Store Meta Data, Data Sheets, Data Sandbox, Data Catalog, and Data as API on the left side of the Data Center homepage.

Please Note: The user can get the name of all the left panel icons provided under the Data Center by hovering the cursor.

Data Connectors

Access native connectors that are built and optimized for various types of data sources. You can use these native connectors to connect to their data sources.

Create Data Connector

This page explains the step by step process to create a model connector under the BDB platform.

Creating a Data Connector

Navigate to the Data Center Homepage.
Click the New option.
Click the Data Connector option from the New Context menu (as displayed below).

A page opens with all the available data connector types.
Click on a Connector type.

The Connector-specific page opens.
You need to configure the required details for the selected connector.
Click the Save option.

A notification message appears to ensure that the connection has been successfully updated.

Another success message ensures the user that the data connector has been created successfully.
The newly created data connector gets added to the data connector list.

Filter by Category

Click the Filter by Category icon to get various categories of data connectors.
Select a category from the displayed menu.
The Data Connectors page gets customized based on the selected category (E.g., the following image displays all the available data connectors from the Database category).

Search across the Data Connector Options

Access the Search bar from the Create Data Connector page and type the Connector name that you wish to search for.
- As you start typing based on searched text the Data Connector icons will change. E.g., By typing the letter 'M', all the Data Connector types containing the alphabet 'M' are displayed on the screen.

Data Connector List

This page aims to explain all the options that are credited to a Data Connector on the List of Data Connectors.

Edit Data Connectors

Select a Data Connector from the Data Connectors list.
Click the View/Edit icon for that Data Connector.

The selected Data Connector opens in the editable format.
You can edit the permitted information from the Data Connector form. (The editable information may vary based on the categories of the Data Connector).
Click the Save option.

A confirmation message appears, and the selected Data Connector gets updated.

Create Option

The Data Connectors list displays the Create option to Create a Data Set and Data Store.

Navigate to the Data Connectors list.
Select a Data Connector from the Data Connectors list.
Click the Create icon for that Data Connector.

Two options to create appears:
- New Data Set
- New Data Store

Please Note:

The next page opens based on the selected option from the Create context menu.
Please refer to the Creating a New Data Set section for more details on the New Data Set option.
Please refer to the Creating a New Data Store section for more details on the New Data Store option.

Reconnecting to a Data Connector

Navigate to the Data Connectors list page.
Select a Data Connector from the list.
Click the Reconnect icon for the selected Data Connector.

A confirmation message appears, the selected Data Connector gets reconnected.

Sharing a Data Connector

This option helps the user to share a Data Connector with other user(s) or user group(s). The user can also exclude a user(s) or user group(s) from the rights to access a Data Connector using the Exclude User option provided under the Share Data Connector dialog box.

Check out the illustration on sharing a Data Connector functionality.

Navigate to the Data Connectors list.
Select a Data Connector from the Data Connectors list.
Click the Share icon for the selected Data Connector.
The Manage Access window opens for the selected data connector.
Choose an option to Grant Permissions out of View and Edit options.
Select a tab out of User, User group, and Exclude User options.
Search the specific user or user group using the search bar.
Select a single or multiple User/ User group from the chosen list. If a user is selected using the Exclude User tab, it will allow the selected user to be excluded from the access of the data connector.
Click the Save option.

A confirmation message appears and the Data Connector gets shared with the selected user(s)/ user group(s).
The Granted Permissions will be listed.

Please Note: Multiple permissions can be granted to a selected data connector.

The shared data connector appears with the shared status notification (as displayed in the image) in the receiver's user account.

Actions allowed with the View Permission for a Shared Data Connector

When a connector is shared from User A to User B with View Permission, User B can:

View Connector Details.
Create and publish new Data Sets using the connector.
Create a new Data Store using the connector.

Actions allowed with the Edit Permission for a Shared Data Connector

When a connector is shared from User A to User B with Edit Permission, User B can:

View and edit Connector Details.
Create and publish new Data Sets using the connector.
Create a new Data Store using the connector.

Please Note: A targeted share user cannot re-share or delete a shared Data Connector, regardless of the permission level (View or Edit).

Excluding Users

Check out the illustration on Excluding users from sharing a connector.

Navigate to the Manage Access window.
Select permissions using the Grant Permissions.
Open the User Groups tab.
Select user groups by using checkboxes.

Navigate to the Exclude Users tab.
Select the user(s) using the checkboxes.
Click the Save option.

A notification message appears.
The excluded users are listed under the Excluded Users section.

Including the Excluded Users

Check out the illustration on Including users in sharing a connector.

Navigate to the Manage Access window for a shared connector.
The Excluded Users section will list the excluded users if some users are excluded.
Select a user from the Excluded Users list.
Click the Include User icon.

A notification message ensures the data connector is shared with the included user.
The included user gets removed from the Excluded Users list.

Revoking Permissions

Check out the illustration on revoking permissions.

Open the Manage Access window for a shared data connector.
Navigate to the Granted Permissions section.
Select a user/ user group from the granted permissions list of users.
Click the Revoke Privileges icon.

A notification message ensures that privileges are revoked.
The selected user/ user group gets removed from the Granted Permissions section.

Please Note:

Users can share the Data Connector with a Single group or Multiple groups using the User Group tab.
The Exclude User tab helps to exclude the user(s) from the rights to access a Data Connector, if it is already shared. Only the users part of the selected user group will be listed under the Exclude User tab.

Delete a Data Connector

Navigate to the Data Connectors list page.
Select a Data Connector from the list.
Click the Delete icon for the selected Data Connector.

The Remove Connector dialog box opens to confirm the deletion.
Click the Yes option.

A confirmation message appears, and the selected Data Connector gets removed from the Data Connectors list.

Supported Data Connectors

Database Connectors

This section includes steps to create various RDBMS Data Connectors.

Check out the illustration provided below on how to create an MySQL data connector.

Please Note: Consider the above illustration as a sample video. The similar steps can be followed to create other connectors under the Database category.

MySQL

Provide the following information to create a MySQL Data Connector:

Data Connector Name: Provide a user-defined name to identify the data connector.
Description: Describe about the Data Connector.
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
IP/Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number.
Database Name: Name of the database where you wish to store data.
SSL Type: Select SSL or Non SSL as choices.
Upload Key: Select a upload key using the drop-down menu.
Click the Save option.

Please Note:

The MySQL Data Connector supports multiple IP/ Host separated by commas.
The MySQL Data Connector supports single Port number.
The Upload Key field appears only if the SSL option is selected for the SSL Type.

A success message appears confirming the connection.

Another success message appears confirming the creation of the Data Connector.

The newly created MySQL data connector gets added to the Data Connectors list.

Please Note: The user can use the following Environment Variables instead of the actual Username and Password to create the MySQL Data Connectors.

Username: @ENV.MYSQLUSERNAME
Password: @ENV.MYSQLPASSWORD

MSSQL

Provide the following information to create an MSSQL Data Connector:

Data Connector Name: Provide a user-defined name to identify the data connector.
Description: Provide connection details (Optional)
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
IP/Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number.
Database Name: Name of the database where you wish to store data.
Click the ‘Save’ option.

A success message appears to confirm the connection.

Another success message appears to assure the creation of the new MSSQL Data Connector.

The newly created MSSQL data connector gets added to the Data Connectors list.

Please Note: The user can use the following Environment Variables instead of the actual Username and Password to create the MSSQL Data Connectors.

Username: @ENV.MSSQLUSERNAME
Password: @ENV.MSSQLPASSWORD

Elastic (Beta Release)

Check out the given walk-through to understand the configuration steps for the Elastic Data Connector.

Navigate to the Data Center homepage.
Click the New menu option.
Click on the Data Connector option from the New menu.
Click on the Elastic connector icon.

The Elastic Connector configuration page opens.
Provide the following information to create an Elastic Data Connector:
- Data Connector Name: Provide a user-defined name to identify the data connector.
- Description: Provide connection details (Optional).
- Authentication Type: Select either Required or Not Required.

Please Note: Based on the selected Authentication Type the rest of the configuration fields appear.

Required: This authentication type suggests secured elastic connection with Username and Password.
- Username: Enter a Username (it should be the same as given in the connection server.)
- Password: Enter the Password (it should be the same as provided in the connection server.)
IP/HOST: Enter server details (from where the user wants to fetch data).
Port: Provide the server port number. (HTTP port)
Index Id (optional): Enter the Index.
Click the Save option.

A success message appears confirming the connection.

Another success message appears confirming the creation of the Data Connector.

The newly created Elastic data connector gets added to the Data Connectors list.

Please Note: The user can use the following Environment Variables instead of the actual Username and Password to create the Elastic data connector.

Username: @ENV.ELASTICUSERNAME
Password: @ENV.ELASTICPASSWORD

Oracle

Navigate to the page with all the Data Connector icons and search for Oracle Data connector. Click on the Oracle icon.

A form opens to create Oracle Data Connector. Provide the following information to create an Oracle Data Connector:

Data Connector Name: Provide a user-defined name to identify the data connector.
Description: Provide the connection details (optional).
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
IP/Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number.
SID Service Name: Provide the unique alias used for the database (when connecting).
Click the ‘Save’ option.

The success messages appear to confirm the connection and creation of the new Oracle data connector.
The newly created Oracle data connector gets added to the Data Connectors list.

Please Note: The user can use the following Environment Variables instead of the actual Username and Password to create the Oracle Data Connectors.

Username: ENV.ORACLEUSERNAME
Password: ENV.ORACLEPASSWORD

ClickHouse

Navigate to the page with all the Data Connector icons and search for Oracle Data connector. Click on the ClickHouse icon.

Provide the following information to create a ClickHouse Data Connector:

Data Connector Name: Provide a user-defined name to identify the data connector.
Description: Provide connection details (Optional).
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
IP/Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number. (TCP port)
Database Name: Name of the database where you wish to store data.
Http Port: (For Datastore purpose)
SSL Type: Select SSL or Non SSL as choices.
Upload Key: Select a upload key using the drop-down menu (This field appears only if the SSL option has been selected for the SSL Type field.
Click the Save option.

A success message appears confirming the connection.

Another success message appears confirming the creation of the Data Connector.

The newly created ClickHouse data connector gets added to the Data Connectors list.

Please Note:

The user can use the Environment Variables instead of the actual Username and Password to create the ClickHouse Data Connectors.
The user needs to pass two Port numbers as listed below:
- TCP Port Number
- Http Port Number

Athena

Navigate to the page with all the Data Connector icons and search for Athena Data connector.
Click on the Athena icon.

The Create page for the Athena Connector opens.
Provide the following information:
- Data Connector Name
- Description
- AWS Access Key Id
- AWS Secret Access Key
- Database Name
- Region
- S3 Staging Directory
- Data source Type
Click the Save option.

A success notification appears to ensure the connection establishment.

The user gets redirected to the Data Connectors page.
The newly created Athena Data Connector gets added at the top of the list.

Arango DB

This page explains the steps to create a new Arango DB Data Connector and a Data Set based on that Data Connector.

Steps to create a new Arango DB Data Connector:

Navigate to the Data Center homepage.
Click the New option.
Select the Data Connector option from the context menu.

The Data Connectors page opens.
You can use the Search bar to search for a specific connector (In this case, Arango).
Click the Arango connector option.

The Arango DB Data Connector page opens.
Provide the following information to create an Arango DB Data Connector:
- Data Connector Name: Provide a user-defined name to identify the data connector.
- Description: Provide connection details (Optional).
- Username: Enter a Username (It should be the same as given in the connection server).
- Password: Enter the Password (It should be the same as provided in the connection server).
- IP/Host: Enter database server details (from where the user wants to fetch data).
- Port: Provide the server port number.
- Database Name: Name of the database where you wish to store data.
Click the Save option.

A success message appears confirming the connection.

Another success message appears confirming the creation of the Data Connector.

The newly created Arango DB data connector gets added to the Data Connectors list.

Steps to create a new Data Set based on the Arango DB:

Navigate to the Data Center homepage.
Click the New option.
Select the Data Set option from the context menu.

The Data Connectors list gets displayed with the Create Data Set Action icon (+) for all the available data connectors.
Select a Data Connector and click on the Create Data Set icon (E.g., the arangoDB Connector is selected in the given image).

Please Note: You may also follow the below-given steps.

You can select the Arango DB Connector from the Data Source filter.
Search and select a data connector from the displayed list of Data Connectors.
Click the Action/ Create Data Set (+) icon provided in the same row of the selected data connector.
The Data Set page opens with the following Configuration fields:
- Service Name: Enter any user-defined name for the new data set.
- Description: Provide a brief description of the Data Set (optional).
- Data Connector Name: This is a pre-defined field based on the selected data connector.
- Database Name: This is a pre-defined field based on the data connector chosen earlier.
- Query: Write a valid query service in the given space.
Table Information: On the right side of the page Table information is displayed and that will contain all the tables in the Database and the Column name in the table. Double click in the Table or Column will auto-generate a sample query so that the user can validate and get data.
Click the Validate option to execute the new Data Set.
If the query contains filters, then the right-side filter column will appear.
Click on the Continue button then the query will execute.

A message appears to inform the successful execution.

The data preview appears at the bottom of the page.
The Save option gets enabled.

A notification message appears to assure completion of the action.

The newly created Data Set gets added to the Data Sets List.

Hive

Provide the following information to create a Hive Data Connector:

Data Connector Name: Provide a user-defined name to identify the data connector.
Description: Provide the connection details (optional).
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
IP/Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number.
Database Name: Provide name of the database from where the connection needs to be established.
Click the Save option.

The notification message appears to confirm the connection.

Another notification message appears to inform about the data connector creation.

The newly created Hive data connector gets added to the Data Connectors list.

Cassandra

Provide the following information to create a Cassandra Native Data Connector:

Data Connector Name: Provide a user-defined name to identify the data connector.
Description: Provide the connection details (optional).
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
IP/Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number.
Default Key-Space Name: Enter the default keyspace name.
Consistency: Select a consistency option from the drop-down list (One/ Two/ Three/ Quorum).
Click the ‘Save’ option.

The success messages appear to confirm the connection and creation of the new data connector.
The newly created Cassandra Native Data Connector gets added to the Data Connectors list.

MongoDB

The following set of steps displays how to create a Mongo DB Data Connector:

Select the MongoDB connector icon from the Data Connector page.
The MongoDB Connector page opens.
Provide a name for the data connector.
Add Data Connector Description.
Provide the following information:
- Connector Type: Select an option out of Standard or SRV
- Username
- Password
- IP/Host address
- Port number
- Database Name
- SSL Type: Select either of the choice out of SSL or NON SSL
Click the Save icon.

Please Note:

MongoDB supports the Authsource in Database field to authenticate the user.
The MongoDB Data Connector supports multiple IP/ Host separated by commas.
The MongoDB Data Connector supports multiple Port numbers.

Check out the following images to get an idea of the required fields while choosing the SRV Connection Type option:

A success message appears, and the newly created Mongo DB Connector gets added to the Data Connectors list.

MongoDB for BI

The following set of steps displays how to create a MongoDB for BI data connector:

Select the ‘MongoDB for BI’ connector icon from the Data Connector page.
The ‘MongoDB Connector for BI’ connector page opens.
Provide a name for the data connector.
Provide the following information:
- Username
- Password
- IP/Host address
- Port number
- Databased Name
Click the ‘Save’ icon.

A success message appears, and the newly created Mongo DB Connector gets added to the Data Connectors list.

PostgreSQL

The following set of steps displays how to create a PostgreSQL Data Connector:

Click the ‘PostgreSQL’ Data Connector icon from the Data Connector page.
The PostgreSQL Data Connector page opens.
Provide a name for the data connector.
Describe the data connection.
Provide the following information:
- Username
- Password
- IP/Host
- Port
- Database Name
Data Connector Name: Provide a user-defined name to identify the data connector.
Description: Provide connection details (Optional).
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
IP/Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number.
Database Name: Name of the database where you wish to store data.
SSL Type: Select SSL or Non SSL as choices.
Upload Key: Select a upload key using the drop-down menu (This field appears only if the SSL option has been selected for the SSL Type field).
Click the Save option.

A success message appears confirming the connection.
A success message appears, and the newly created PostgreSQL data connector gets added to the Data Connectors list..

Please Note:

The PostgreSQL Data Connector supports multiple IP/ Host separated by commas.
The PostgreSQL Data Connector supports single Port number.
The Upload Key field appears only if the selected SSL Type option is SSL.

Snowflake

The following set of steps displays how to create a Snowflake Data Connector:

Click the Snowflake Data Connector icon from the Data Connector page.
The Snowflake Connector page opens.
Provide the Data Connector name.
Describe the data connection (optional).
Enter the valid username.
Enter the correct password for the selected account.
Select a type by using the drop-down menu.
Provide the account name.
Provide the Database name.
Provide the Warehouse name.
Click the Save option.

The user gets a notification message appears if the connection gets successfully verified.

Another success message appears to inform you that the Data connector has been created successfully.

The newly created Snowflake Data Connector gets added to the Data Connectors list.

Pinot

This page explains steps to create a Pinot Data connector using the Data Center module.

Users can create a Pinot data connector to bring data from the PInot database. The following set of steps displays how to create a Pinot Data Connector:

Click the Pinot Data Connector icon from the Create Data Connector page.
The Pinot Data Connector page opens.
Provide the following information:
- Provide the Data Connector name.
- Describe the data connection (optional).
- Enter the valid username.
- Enter the correct password for the selected account.
- Provide the IP address or host.
- Provide the Port number.
- Provide the Database name.
- Select an SSL type from using the drop-down menu.
Click the Save option.

The newly created Pinot data connector gets added to the Data Connectors list.

File Data Connector

Check out the given illustration on how to create a file data connector under the Data Center module.

Provide the following information to create a File Data Connector:

Data Connector Name: Provide a user-defined name to identify the data source.
Description: Describe the Connection details (optional).
Click the Save option.

A success message appears to assure the connection.

The newly created file connector gets added to the data connector list.

Please Note: The user needs to select a file from the system while creating a data store based on the file connector.

API Connectors

This section aims to explain the steps on how to create API Data connectors.

API Connector

The user can call data from the API services using the API Connector.

Provide the following information to create an API Data Connector:

Click the New button
Click the API Connector icon from the Data Connector page.
The API Connector page opens.
API Name: Provide a name for the API connector.
The API Connector page opens.
- API Name: Provide a name for the API connector.
- Description: Describe the API connector.
- Base URL: Provide URL of the API from where you want to fetch the data.
- Select Open Id: Select an open id using the drop-down menu.
Click the Save option.

A notification message appears, and the new API Connector gets saved under the Data Connector list.

Please Note: If the API requires authentication, you can configure it via the Open ID Settings and map it in the API Connector using the Select Open Id field.

Amazon

The user can get data from the Amazon server using the Amazon Connector.

Provide the following information to create an Amazon Data Connector:

Select a link using the drop-down menu.
Provide the Seller id (The user can select the seller id from the drop-down list if already added before).
Provide the MWS Auth Token to authenticate the account.
Click the Verify Account option.

A success message appears to confirm that the account has been successfully verified.

The Amazon Marketplace connector page reopens with the ACCOUNT VERIFIED notification.
Provide a title for the Data Connector.
Click the Save option

A success message appears, and the newly created Amazon Marketplace Connector gets added to the Data Connectors list.

App Store

The user can get data from the App Store server using the App Store Data Connector.

Provide the following information to create an App Store Data Connector using the App Store Connector page:

Provide a name for the App Store Data Connector.
Describe the connection details (optional).
Provide the Following information to create an App Store Data Connector.
- Email ID
- Key ID
- Issuer ID
- Private Key
Click the Save option.

A success message appears, and the newly created App Store data connector gets added to the Data Connectors list.

Bing Ads

The user can get data from the Bing Ads server using the Bing Ads Data Connector.

Provide the following information to create a Bing Ads Data Connector:

A new page appears asking to sign in for the chosen Microsoft account.

The Bing Ads connector page opens with a notification that the user has been logged in to the selected Microsoft account.
Provide a name for the Bing Ads Data Connector for identification.
Click the Save option to save the inserted information.

A success message appears the newly created Bing Ads Data Connector gets added to the Data Connectors list.

Dropbox

The user can get data from the Dropbox server using the Dropbox Data Connector.

Provide the following information to create a Dropbox Data Connector:

Click the Select Account option to log in to a Dropbox account.

The ‘Sign in’ page of Dropbox opens.
Enter the credentials to Sign in.

A message appears asking to allow the selected Dropbox account access to BDB.
Click the ‘Allow’ option to provide access to the selected Dropbox account.

The Dropbox connector page opens with the ‘Change Account’ option indicating that the selected account is connected.
Enter a Data Connector Name.
Click the ‘Save’ option.

A success message appears, and the newly created Dropbox Data Connector gets added to the Data Connectors list.

FTP Server

The user can get data from the FTP server using the FTP Server Data Connector.

Provide the following information to create an FTP Data Connector:

Data Connector Name: Provide a user-defined name to identify the data source.
Description: Describe the connector details (Optional).
Host: Enter database server details (from where the user wants to fetch data).
Port: Provide the server port number.
Username: Enter a Username (It should be the same as given in the connection server).
Password: Enter the Password (It should be the same as provided in the connection server).
Start Path: Give a defined path to start.
Click the Save option.

A success message appears, and the newly created FTP Server data connector gets added to the Data Connectors list.

Facebook

The user can get data from the Facebook server for the mapped Facebook account using the Facebook Data Connector.

The following steps display how to create a new Facebook Data Connector:

Select the Add New Account option from the Select Account drop-down menu to add a new Facebook account.
Enter the credentials of a Facebook account to log in.

A new page opens, allowing BizViz to access the information from the logged-in Facebook account.
Click the ‘Continue as… The profile owner’s name’ if you wish to map the same account or use the Edit This option to edit the information.

Select the OK option to link BizViz with the selected Facebook account (it may ask for a few additional steps if there is no page created from the selected Facebook account).

By selecting the continuation option, the user gets notified as logged in to the selected Facebook account and the Facebook Connector page reopens.
Provide a title for the Data Connector.
Describe the Data Connection (Optional).
Click the Save option.

A success message appears, and the newly created Facebook Connector gets added to the Data Connectors list.

Please Note: The below-given page opens if the user selects an account using the Select Account drop-down menu. In this scenario, the user needs to provide only the Data Connector name, Description (optional), and click the Save option to create a new Facebook Data Connector.

Facebook Ads

The user can get data from the Facebook Ads using the Facebook Ads Data Connector.

The following set of steps displays how to create a new Facebook Ads data connector.

Select the Add New Account option from the Select Account drop-down list add a new Facebook account.
The Facebook login page opens.
- Provide a relevant email address or phone number
- Provide the correct password for the selected account
- Click the Log In option.
A new page appears to confirm whether the user wants to continue as the displayed name or wants to edit it.

A new window opens informing that BizViz would like to manage the ads, access your Facebook ads, and related states, and display a list of the pages you manage.
Click the OK option to give permission.

Please Note: The user may get a notification page in case of no Business page available in the selected Facebook account.

The Facebook Ads Connector page reopens with the notification that the user has logged in to the selected Facebook account.
Provide a Data Connector name.
Describe the data connection (optional).
Click the Save option.

A success message appears, and the newly created Facebook Ads Data Connector gets added to the Data Connectors list.

Firebase DB

The following set of steps displays how to create a Firebase DB Data Connector:

Click the Firebase Data Connector icon from the Data Connector page.
The Firebase Data Connector page opens.
Click the Select Account option.
A new page opens asking for valid credentials of a Google account.

Allow to access data from the selected Google Account by clicking the Allow option.

The Firebase Data Connector page opens with a notification that the user has successfully logged in to the selected account
- Provide the Data Connector name.
- Describe the Data connection (optional).
- Click the Save option.

A success message appears, and the newly created Firebase data connector gets added to the Data Connectors list.

Fitbit

The following set of steps displays how to create a new Fitbit Data Connector.

Click the Fitbit Data Connector icon from the Data Connector page.
The Fitbit Data Connector page opens.
Log in to a Fitbit account by clicking on the Select Account option.
A new page opens, asking for the credentials for your Fitbit account.

A new page appears asking permission to get the data from the chosen Fitbit account.
Allow BDB to access data from the selected Fitbit account by clicking the Allow option.
The Fitbit Ads connector page opens with a notification that the user has been logged in to the selected Instagram account.
Provide a title to the newly created Data Connector.
Describe the data connection (optional)
Click the Save option to save the inserted information.

A success message appears, and the newly created Fitbit Data Connector gets added to the Data Connectors list.

Flipkart

The following set of steps displays how to create Flipkart Data Connector:

Click the Select Account option from the Flipkart Connector page.

Enter the credentials to get Flipkart Permission Registration for the selected Flipkart account.
Click the Sign In option.

The Flipkart Connector page opens again with the connected Flipkart account, after the user has logged in to a Flipkart account.
Provide a title for the Data Connector.
Provide description for the Data Connector (It is an optional field).
Click the Save option.

A success message appears, and the newly created Flipkart Connector gets added to the data connector list.

Google AdWords

The following set of steps displays how to create a Google AdWords Data connector.

Click the Select Account option from the Google AdWords Connector page.
The user gets a Google page instructing them to enter a valid email id or contact number.

Provide the correct password for the selected Google account.

The user gets a page asking permission to allow BDB data access from their selected Google AdWords account.
Click the Allow option to permit data access.
The Google AdWords connector page opens with a notification that the user has logged in to the selected Google account.
- Provide a data connector name.
- Describe the data connector (optional).
- Click the Save option.

A success message appears, and the newly created Data Connector gets added to the Data Connectors list.

Google Analytics

Check-out the given walk-through on how to create a Data Connector using the Google Analytics as data source.

The following set of steps displays how to create a Google Analytics Data Connector.

Select the Add New Account option to add a new Google account or select an added Google account from the Select Account drop-down menu.
The user gets redirected to log in to a Google account, if the Add New Account is selected.

Give access to the analytics data by clicking the Allow option.

The user gets redirected to the data connector form with an authorization code in the URL, after getting the access permission. The form mentions that the user has been logged in to the selected Google account.
Data Connector Name: Enter a user-defined name to identify the data connector.
Description: Describe the data connector (optional).
Click the Save option.

Please Note: The user can Cancel the connector if wished to do so from the current page.

A success message appears, and the newly created Google Analytics data connector gets added to the Data Connectors list.

Please Note: The below-given page opens if the user selects an account using the Select Account drop-down menu. In this scenario, the user needs to provide only the Data Connector name, Description (optional) and click the Save option to create a new Google Analytics Data Connector.

Google Big Query

The following set of steps displays how to create a Google Form Data Connector:

Click the Google Big Query connector type icon from the Data Connector page.
The Google Big Query Connector page opens.
Select the Add New Account option to add a new Google account or select an added Google account from the Select Account drop-down menu.
The user gets redirected to select a Google account.
Provide valid credentials to select a Google Account.

A new page opens, asking the user to share the information from the selected Google account.
Click the ‘Allow’ option.

The Google Forms Connector page opens again with the selected Google account.
Provide a name for the Google Big Query Connector.
Click the ‘Save’ option.

A success message appears to confirm the creation of the Google Form Connector. The newly created Google Form Connector gets added to the Data Connectors list.

Google Forms

The following set of steps displays how to create a Google Form Data Connector.

Click the Google Forms connector type icon from the Data Connector page.
The Google Form Connector page opens.
Click the Select Account option from the Google Form Connector page.
The user gets redirected to select a Google account.
Provide valid credentials to select a Google Account.
A new page opens, asking the user to share the information from the selected Google account with BDB.
Click the Allow option.

The Google Forms Connector page opens again with the Change Account option.
Provide a name for the Google Forms Connector.
Click the Save option.

A success message appears to confirm the creation of the Google Form Connector. The newly created Google Form Connector gets added to the Data Connectors list.

Data Sets

Get a structured collection of data that is organized and stored in a specific format for easy access, retrieval, and analysis.

Data Set List

Data Store using an RDBMS Connector

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

Check out the illustration on the creation of Data Store.

Getting Data

The Getting Data tab opens by default while clicking the Create Data Store option.
Enter a name for the Data Store. The Data Connector and Database names are displayed based on the selection of the data connector.
Provide Description for the Data Store.
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 use the Enable Scheduler option.
Click the Next option to proceed.

Data Type Definition

Users can 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 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:

Icons

Name

Description

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 access 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 get 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 must 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.

Please Note:

The Batch Query does not get generated automatically for the Data stores based on the MongoDB, the users need to write the batch query in the given Batch Query space. The sample Distinct Query and Batch Query examples are provided below.
The Batch Query page contains a Help Center option to get Instructions on how to write a Batch Query for the MongoDB.

Mongo Distinct Query Example

db.table.aggregate([
    {
        '$group': {
            '_id': '$transmissionType'
        }
    }, {
        '$project': {
            '_id': 0, 
            'transmissionType': '$_id'
        }
    }
])

Mongo Batch Query Example

db.testdata.aggregate(db.testdata.aggregate([
                                   {
        '$project': {
            '_id': 0
        }
    },{"$match":{"transmissionType":?}}
]))

db.testdata.aggregate([
    {
        "$project": {
            "_id": 0
        }
    }
])

Help Center option for MongoDB Batch Query

Navigate to the Batch Query tab.
Click the Help Center icon.

The Instructions window opens displaying the Distinct Query and Batch Query examples for a Mongo DB based Data Store.
Distinct Query

Batch Query

Data Restrictions

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 data access for specific users by configuring the User Property via the Data Restriction tab. For instance, if a custom field 'Country' is set to 'India' for a user or user group, and the administrator uses this field while creating a data store, only those users can access data related to India.

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 the scheduler has been enabled using the Getting Data tab).
Define a time range to refresh data using the following options:
- Hourly
- Daily (default option)
- 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.

Icon

Name

Task

View/Edit

Opens the Data Store in editable format the datastore fields.

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 Data Store

Adds more synonyms to a Data Store.

Refresh Synonyms

Refreshes Synonyms for the selected Data Store.

Push to VCS

Pushes the Data Store to the GIT repository.

Pull From VCS

Pulls the Data Store to the GIT repository.

Delete

Deletes the selected Data Store.

Visualize

Redirects the user to Widget Visualizer page.