- Establish Data Connection
- Switch to Code View
- Write Query and Execute
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Connecting through Custom SQL Query
You can also create the data source through custom SQL query. This feature allows you to define the data source with the manually written queries instead of manual drag and drop of tables for data connection types like Microsoft SQL Server, PostgreSQL, ODBC Connections (SQL, MySQL and Oracle) and ODBC ANSI SQL.
Establish Data Connection
In New Connection
wizard, set the respective Connection type
and configure other details based on the chosen connection.
Click Connect to establish the connection to data source.
Switch to Code View
Be default, data source tab will get opened with design view. Switch to the code view through the drop down menu in the tool bar to access the Query editor pane.
Write Query and Execute
Write your custom SQL query in the Query editor and click Execute
button in the toolbar to process that query. This will get you the table schema information and create a new data source which can be bounded to dashboard widgets. The data preview can be seen through the preview grid at bottom pane.
Query editor supports to query with parameters too. Click Parameters
button in toolbar to launch Query Parameters window and add one or more parameters that you require to define.
You may also edit the added parameters through the same window.
Click Apply
to save the parameter changes and click Execute
to generate data based on the defined parameters.
If you tried to switch back to design view, you will be prompted with an alert message for confirmation as proceeding with this action, will reset the code view expression.
NOTE
There are some limitations on query usage in query view. You can use Select and Exec statements only in query editor. It does not supports other statements like, Create, update, Alter, Insert Into etc.,