• Members 37 posts
    Dec. 4, 2023, 9:29 a.m.

    Please create a step-by-step guide. TIA!

  • Mod
    Dec. 4, 2023, 9:36 a.m.

    Here's the guide -

    Method 1: Using PostgreSQL Connector to Connect Google Data Studio to PostgreSQL
    Follow the steps below to connect your Google Data Studio to the PostgreSQL database.

    Step 1: Create an account with Google Data Studio if you don’t already have one. Log in to your account if you have one.
    Step 2: Click the “+Create” button in the top left corner to add a new Data Source.
    Step 3: As shown in the image below, select the Data Source option.
    Step 4: Look for and install the Google Data Studio PostgreSQL connector. It’s visible in the window below.
    Step 5: Configure the Data Server credentials. After selecting the PostgreSQL connector, the Database Authentication window will appear. It has the following features.
    Host Name/IP Address: The Data Server’s IP address.
    Port: The PostgreSQL connector’s port on the Data Server. By default, it is 5432.
    Database: The database’s name. It is a PostgreSQL database in this case.
    Username: The PostgreSQL database’s username.
    Password: The PostgreSQL database’s password.
    SSL Connection: The SSL connection is shown here. By checking it, you can enable a secure SSL connection.
    Fill in the details.

    Step 6: Choose a data table.
    In Data Server, you can select any data table.

    Google Data Drive introduced a new feature in 2018 that allows you to use a query to transform your PostgreSQL data into a preferred format before connecting it to your Google Data Drive. You can use this feature to import aggregated data from your data table rather than the entire data table.

    Step 7: Create a data table.
    You must give the new data table a name. You can also change the names of the columns, as well as the data type and aggregate function.

    Step 8: Produce reports.
    After connecting the Google Data Studio PostgreSQL database, you can generate reports for the zoo dataset by creating charts.

    You can also display the number of animals in your zoo-data-counted dataset. Any changes made to the PostgreSQL table will be reflected in Google Data Studio. You can see them by refreshing the above-mentioned charts.

    Method 2: Using CData Connect Cloud to Create Google Data Studio PostgreSQL Data Reports
    You can create reports with visualizations for your clients using the Google Data Studio PostgreSQL connection. You can also connect to CData Connect Cloud to get immediate access to PostgreSQL data for visualizations.

    Using CData to Connect to a PostgreSQL Database

    Follow these steps to create a virtual PostgreSQL database and generate reports from it using Google Data Studio.

    Step 1: If you don’t already have an account, sign up for a free trial at CData Connect. Proceed to the next step if you have one.
    Step 2: Sign in to CData Connect Cloud and navigate to Databases. In a new window, it will display the available data sources.
    Step 3: Choose the PostgreSQL database.
    Step 4: Fill in the authentication details for connecting to the PostgreSQL database, such as the connection name, username, password, and security token.
    To connect to the PostgreSQL database, use port 5432 as the default. Set your server’s username and password. The database property is then linked to the default database.

    Step 5: Navigate to the Test Database tab.
    Step 6: Now, go to the Privileges tab and either add a new user or use an existing user with appropriate permissions.

    Using Google Data Studio to Visualize PostgreSQL Data

    Here’s how to use Google Data Studio to visualize PostgreSQL data.

    Step 1: Open Google Data Studio and navigate to Data Sources.
    Step 2: Create a New Data Source and select CData Connect Cloud Connector from the drop-down menu.
    Step 3: To connect with the external service, you must authorize the CData Connect Cloud connector.
    To connect to your Connect Cloud instance, enter your instance name as myinstance in myinstance.cdatacloud.net. You must also enter your username and password to connect to your Connect Cloud instance.
    Step 4: Select the PostgreSQL database and press the Next button.
    Step 5: Select the table and press the Next button.
    Step 6: In the top right corner, click the Connect button.
    Step 7: Now, you can change the columns. After that, click Create Report.
    Step 8: Incorporate the data source into your report.
    Select the visualization type and insert it into the report. You can customize the visualization by selecting the dimensions and measures.

    Method 3 - Automating this task with EasyInsights

    You may need to import data from various ad platforms to create a comprehensive marketing report. Here's the sample of a guide in our knowledge base - the article is titled "Creating GA4 Dashboards on Google Datastudio"