How to Import Data by Connecting to an SQL Database

Displayr is able to read raw data from SQL databases. Add an SQL database to your project clicking either + or + Add Data in the Data Sources tree and then selecting SQL.

The overall process looks something like this:

1. Get your SQL statement working using your normal database tools.
2. Using Displayr, get that same SQL statement working (see Setup, below). Now you have the raw data in your Displayr project, and it will update it each time you open the project. If the data fetch fails then your database server is not configured to accept connections from the public Internet (or at least app.displayr.com).
3. Using Displayr, set up the project. That is, set value labels, variable types, combine multiple-response variables together, etc.
4. Using Displayr, create your tables, charts, etc.

Requirements

• An SQL database to connect to. In this example, we are using a public MySQL database called Ensembl.
• Displayr must be able to connect (over the public internet) to the database server. This may require your network administrators to reconfigure firewalls.
  • Displayr's outbound IP addresses may change, though this is infrequent. If your firewall requires allowing an IP address, you can look up Displayr's current outbound IP. For more information, see Displayr Outbound IP Address
• You must know:
  • Type of database (brand, e.g. Microsoft SQL Server)
  • Server name
  • Database name
  • User name
  • Password
  • You need to know how to write SQL queries or have someone who can help you.

Method

1. Select Data Sources > Plus (+) > SQL.

2. Enter a Name for your data set. This is whatever name you will use to refer to this data.

3. Select the appropriate Data provider. This must match the type of database being used. See Data Providers below. In this case, we will select MySql.Data.MySqlClient. If your provider is not listed, please contact Support.

4. Use the correct Connection string and then press Test to check the connection is OK. Your connection string will contain all the necessary parameters, such as server, database, user id, and password similar to below:

Server=myServerAddress;Database=myDataBase;User ID=myUsername;Password=myPassword;Trusted_Connection=True;

You can find more examples of SQL connection strings here. In this example, we will use:

Server=ensembldb.ensembl.org; Database=aedes_aegypti_core_48_1b; UID=anonymous;Port=3306

5. Click the Test button to make sure you get the "Connection OK" message. 

6. OPTIONAL: Adjust Maximum cases to limit the number of records pulled from the data. This helps protect you from queries that explode into enormous numbers of rows and clog up both Displayr and your database.

7. Write your SQL command that will return the data you want to use in Displayr in the box provided.

Here we will pull data from specific fields from this database:

SELECT TABLE_CATALOG,TABLE_SCHEMA,TABLE_NAME,ROW_FORMAT,TABLE_TYPE,CREATE_TIME 
FROM INFORMATION_SCHEMA.TABLES WHERE table_schema = 'acanthochromis_polyacanthus_core_94_1'

8. Press OK.

Data Providers

Each database vendor requires a different data provider. The table below maps vendors to a data provider.

Contact Displayr support if you need a data provider other than those listed above.

How Displayr Interprets the Data

Each output column becomes a variable within Displayr. You can control the name of the variable by using as (see examples above). Displayr will automatically recognize date and date/time columns as Displayr dates, nvarchar/char as text, and everything else as numeric data. Some column types (e.g. binary data) cannot be used by Displayr, and will cause an error.

Suggestions

• A password is usually included in the connection string, so have your database administrator set up a database user account that is only able to read data, and only the data you need.
• Don't experiment with your SQL if you are attaching to an important database - have a database administrator help you.
• Only select the columns you need in Displayr, don't use select *. This will speed up your queries and avoid problems that might occur with data Displayr cannot understand.
• While it is not possible to list the supported data types for every database vendor, Displayr will generally accept text, numeric, and date/time data. e.g. VARCHAR, CHAR, NUMERIC, DATETIME.
• Use whereclauses to fetch only the rows you need.
• Displayr provides no help for getting your SQL right. Therefore get your query working in a proper database tool first, and only then paste it into Displayr.

Automatically update your data

If you want to automatically pull in updated data from your SQL database, you can set up a Schedule. You can view, update, or add a schedule to your data set from the object inspector when your data set is selected.

See How to Set Up Schedules in Displayr for more information and details about how to set up a schedule to automatically update your data.

The dashboard will slow down while refreshing data, so don't set this lower than necessary.

Once you set up a schedule, you will need to make sure you connect the data set to a schedule. You can check this either in the object inspector or by going to Tools > Schedules and seeing the data sets and objects included in the schedule.

Next

Once you've imported your data, it's always a good idea to Check Your Data.