DataSelf Cloud Data Warehouses are MS SQL Server databases hosted in AWS or Azure.

Requirements

  • A cloud MS SQL user license (username and password)

  • A URL to your MS SQL data warehouse (example: dwX.dataself.com,1433)

  • The MS SQL database name(s) of your data warehouse (example: DwXyzcorp)

  • Your public IP address whitelisted in DataSelf cloud data warehouse server(s).

    • Usually already done when connecting to the data warehouse from a network where ETL+ is already working (computers connected to a local network are commonly associated to the network's fixed public IP address whitelisted by ETL+).

  • A tool to connect to the cloud MS SQL database such as DataSelf ETL+, MS Excel, Crystal Reports, Tableau, Power BI, Qlikview, SSMS (SQL Server Management Studio), SSRS (SQL Server Reporting Services), and SSAS. See below for further instructions.

DataSelf ETL+

Your ETL+ comes pre-connected to your DataSelf cloud data warehouse, and allows easy, fast, scheduled and powerful extraction, transform and load processing. Click here for ETL+ User Guide.

SSMS

  • In SQL Server Management Studio (SSMS), click Connect -> Database Engine.

  • Enter the URL to your MS SQL data warehouse (example: dwX.dataself.com,1433).

  • Select SQL Server Authentication.

  • Enter Login and Password.

  • Click Options.

  • Enter MS SQL database name in Connect to database (example: DwXyzcorp_Erp).

  • Click Connect.

MS Excel

  • In MS Excel, go to the Data ribbon -> Get Data -> From Database -> From SQL Server Database

  • Server box: Enter the URL to your MS SQL data warehouse (ex.: dwX.dataself.com,1433)

  • Database box: Enter MS SQL database name (ex.: DwXyzcorp_Erp).

  • Click Ok.

  • Select Database on the left pane.

  • Enter User name and Password.

  • Click Connect.

Tableau Desktop

  • In Tableau Desktop right panel, click Microsoft SQL Server.

  • Server box: Enter the URL to your MS SQL data warehouse (ex.: dwX.dataself.com,1433)

  • Database box: Enter MS SQL database name (ex.: DwXyzcorp_Erp).

  • Select Use a specific username and password.

  • Enter User name and Password.

  • Click Sign In.

Power BI Desktop

  • In Power BI Desktop, select Get Data from the top ribbon then SQL Server.

  • Server box: Enter the URL to your MQ SQL data warehouse (ex: dwX.dataself.com,1433).

  • Database box: Enter the MS SQL database name (ex: DwCyzcorp_Erp).

  • Typically you will be using the Import data connectivity mode.

  • Select OK to proceed.

  • Select Database then input User name and Password and select Connect.

IMPORTANT: Power BI Service scheduled dataset refreshes require your DataSelf SQL Cloud Data Warehouse to be an Azure SQL Database. All other on-premises or private cloud data sources (including a MS SQL Database on an Azure VM) require the use of a Power BI Gateway to connect and allow scheduled dataset refreshes. See Power BI Gateway for more information.