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Glossary

Connecting to Postgres

Overview

You can establish a direct connection to Postgres to pull in data into xP&A.

It is possible to use an SSH tunnel for the connection.

This article contains a description of the prerequisites and the individual steps of the set-up process.

The fields that are pulled in must be defined during the set-up process using a database query. For a detailed instruction on how to structure such a query, see Defining Database Queries.

Prerequisites for the Setup

Whitelist IP Address in Postgres

Before connecting Postgres with xP&A, you have to whitelist the following IP address in your Postgres database:

  • 52.59.129.235

Optional: Preparation for Connection via SSH Tunnel

If you want to establish a connection via an SSH tunnel, a user called causal must be created on the remote SSH server and the following public key must be associated with it:

ssh-ed25519 AAAAC3NzaC1lZDI1NTE5AAAAIP9DCR3hBNU/01YU9iK1JMKx2HNsK1+3ChWj3yBqb+Kr causal

1

Choose one of the following options:

  • Open the Data workspace from the overview on the start page and click + New.
Shows the start page of Lucanet xP&A. Highlighted are the buttons that need to be used to create a new data source connection from the start page.
New data source connection from the Data workspace
  • Open the model into which you would like to integrate the data, click the + sign next to Data in the overview, and choose New data source:
Shows the view of a model. Highlighted are the buttons that need to be used to create a new data source connection from the model view.
New data source connection from within a model
2

In the Data sources dialog, open the BI/Database tab and choose Postgres

Shows the Data Sources dialog. Highlighted in red is the 'BI/Database' tab.
'BI/Database' tab
3

The New Data Source dialog is displayed as follows:

Shows the 'New Data Source' dialog for a Postgres connection
'New Data Source' dialog for Postgres
4

Configure the steps as described in the following section.

5

Click Create data source.

Set-up Steps

Choose a connection

Choose an existing connection, or, if you have not configured a connection yet, click New Connection and enter the following in the New Postgres connection dialog:

  • Postgres database host name without port and database
  • Postgres database port
  • Name of the database to which you want to connect
  • Database user name
  • Database user password

Complete the query form

Enter the following:
  • Data Source Name
  • Query to define the fields which are to be pulled in. For more information, see Defining Database Queries.
  • Name of the Date column, which must be one of Postgres's date formats
  • Names of the columns that contain variables (which must have a numeric data type.)

Any remaining columns will be treated as dimensions, and must have a string data type.

An exception is the cohort dimension, which must be a date, with the column header explicitly labelled Cohort.

Last updated on Aug 16, 2023

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Connecting to PostgresOverviewPrerequisites for the Setup
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