SQL Server Analytics & Reporting - AgenticBI Integration

AgenticBI enables visualization, warehousing and reporting automation from SQL Server along with other structured and unstructured datasources.

Overview

  1. Connect, extract and transform data from your SQL Server database through our UI to connect directly, if the database is accessible from the cloud.

  2. Visualize and Automate your Reporting instantly.

UI Based Approach

Connecting

Step 1: Log in to AgenticBI and select Queries from the left sidebar.

SQLServer

Step 2: Click on New Datasource + button and select SQL Server from the list of datasources.

SQLServer

Step 3: After navigating to the New Datasource page, either use the pre-configured settings into AgenticBI's own demo SQL Server database or follow the prompts and configure the following details to set up connectivity to your own SQL Server database:

a. Datasource Name: Enter a name for your datasource
b. Host Name: Enter the host name to connect to
c. Port: Enter the database port
d. Database Name: Enter the name of the database
e. Schema Name: Enter the schema name
f. User ID: Enter the User ID to connect
g. Password: Enter the password to connect to the database
h. Database Properties: Additional database connection properties. Specify your server timezone using serverTimezone property. Example: serverTimezone=UTC.

SQLServer

Step 4: Establish Network connectivity and click on the Test Connection button.

SQLServer

By checking the Direct Query Only option, the datasource creator can make it mandatory for all the queries to run in the capacity of a direct query. In the event that the direct query is not selected, it will behave just like every other datasource.

SQLServer

Note: The connection validity of the network can be tested only if it has been established via Direct Connectivity or an SSH tunnel. For more information on connectivity and datasource, please refer to the documentation on- Connectivity & Datasources.

Step 5: Click on Save and start Querying.

SQLServer Connect

Query

Set up Query using a visual builder or query editor

Visual Builder

Step 1: After connecting to the SQL Server datasource, AgenticBI will pull out a list of tables along with field samples. Using these tables, you can automatically generate queries through our visual builder in a no-code environment by either dragging and dropping fields or making your selections through the drop-down.

Query SQLServerDB

Tip: You can also write queries directly in the Query Editor, a versatile text editor that offers more advanced editing functionalities like SQLServer Query, support for multiple language modes, Cloud9QL, and more.

Step 2: Define data execution strategy by using any of the following two options:

  • Direct Execution: Directly execute the Query on the original Datasource, without any storage in between. In this case, when a widget is displayed, it will fetch the data in real time from the underlying Datasource.

  • Non-Direct Execution: For non-direct queries, results will be stored in AgenticBI's Elastic Store. Benefits include- long-running queries, reduced load on your database, and more.

Non-direct execution can be put into action if you choose to run the Query once or at scheduled intervals. For more information, feel free to check out this documentation- Defining Data Execution Strategy

Data Strategy SQLServerDB

Step 3: Click on the Preview button to analyze the results of your Query and fine-tune the desired output, if required.

Preview Results

The result of your Query is called Dataset. After reviewing the results, name your dataset and then hit the Create & Run button.

Create and Run

Query Editor

A versatile text editor designed for editing code that comes with a number of language modes including SQL Server Query Language (SSQL) and add-ons like Cloud9QL.

Create and Run

Step 1: Write your query using SQL Server (SSQL) in the Query Editor. Optionally, apply Cloud9QL on top for additional transformations.

Step 2: Define data execution strategy by using any of the following two options:

  • Direct Execution: Directly execute the Query on the original Datasource, without any storage in between. In this case, when a widget is displayed, it will fetch the data in real time from the underlying Datasource.

  • Non-Direct Execution: For non-direct queries, results will be stored in AgenticBI's Elastic Store. Benefits include- long-running queries, reduced load on your database, and more.

Non-direct execution can be put into action if you choose to run the Query once or at scheduled intervals. For more information, feel free to check out this documentation- Defining Data Execution Strategy

Data Strategy SQLServerDB

Step 3: Click on the Preview button to analyze the results of your Query and fine-tune the desired output, if required.

Data Strategy SQLServerDB