Amazon Redshift

Import Data from Amazon Redshift

If you have your data stored in Amazon Redshift Server, then you can easily connect live/import the data into Zoho Reports for advanced reporting and analysis. Zoho Reports allows you to either import the data into Zoho Reports or connect directly with the Amazon Redshift server.

  • Data Import: Data in Amazon Redshift will be imported and stored in Zoho Reports. You can setup periodic schedules to fetch the latest data automatically from your Amazon Redshift database. Report loading time will be faster as the data is stored in Zoho Reports.
  • Live connect: In this mode, data will not be imported from Amazon Redshift and stored in Zoho Reports. Instead for the reports that you create Zoho Reports will generate appropriate queries that will fetch the required data live from Amazon Redshift and show you the report. In this case the loading time will directly depend on the performance of Amazon Redshift.
    Please do note that the Live Connect option is currently available only in the paid plans of Zoho Reports. Refer to this section to learn about the Limitations of using Redshift Live Connect.

Data Import

  1. Preamble: Why should I white list Zoho Reports IP address and how do I do it?
  2. How do I import data from the Amazon Redshift database?
  3. How can I edit the setup?
  4. How long does it take for the data to be imported into Zoho Reports?
  5. Can I import data from my Amazon Redshift database into an existing Zoho Reports database?
  6. Will foreign keys defined between my tables in Amazon Redshift database be linked in Zoho Reports as well?
  7. Can I change the data-type of the columns in Zoho Reports?
  8. Can I import data from another data source into this reporting database?
  9. How do I remove the Setup?

Live Connect

  1. Preamble: Why should I white list Zoho Reports IP address and how do I do it?
  2. How do I connect live with the Amazon Redshift database?
  3. How can I edit the setup?
  4. How long does it take for me to visualize my data in Zoho Reports?
  5. Will foreign keys defined between my tables in Amazon Redshift database be linked in Zoho Reports as well?
  6. I got an alert message like this - "This view cannot be accessed due to some changes made in the table" while accessing my tables/reports in Zoho Reports. What should I do?
  7. What is a Mismatch?
  8. When do mismatches occur?
  9. What happens when I add new columns in my Amazon Redshift database?
  10. Can I change the data-type of the columns in Zoho Reports?
  11. Can I import data from other data sources?
  12. Can I create Query Tables over the Redshift data?
  13. What happens when I delete or rename the database in Amazon Redshift?
  14. How do I remove the Setup?
  15. What are the limitations of Redshift Live Connect?

Data Import

1. Preamble: Why should I white list Zoho Reports IP addresses and How do I do it?

2. How do I import data from the Amazon Redshift?

3. How can I edit the setup?

4. How long does it take for the data to be imported into Zoho Reports?

After setup, you might have to wait sometime for the initial fetch to happen. This depends upon the amount of data to be imported into Zoho Reports and also the response time of your Amazon Redshift server. You will receive an email notification once the import is complete. Please note that, if you access the reporting database before the initial fetch, it will not display any data. 

5. Can I import data from my Amazon Redshift database into an existing Zoho Reports database?

No, you will not be able to do this if you have connected directly with the Amazon Redshift database.

6. Will foreign keys defined between my tables in Amazon Redshift database be linked in Zoho Reports as well?

No, the tables will not be directly linked in Zoho Reports. However, you can link two or more tables in Zoho Reports using the Look-up feature. Click here to learn about look-up.

We have plans to fetch the foreign key details from Amazon Redshift and automatically link those tables in Zoho Reports using lookup columns in the future.

7. Can I change the data-type of the columns imported in Zoho Reports?

Yes, you can change the datatype of the columns imported into Zoho Reports. However it is necessary that the data-type of your column is compatible with the data-type of the column in your Amazon Redshift database for successful data synchronizations. It is always recommended that you change the data type in both your Amazon Redshift database as well as your Zoho Reports database.

8. Can I import data from another data source into this reporting database?

No, you cannot import data from any other data source into this database.

9. How do I remove the Setup?

To remove the setup,

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Data Sources button.
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot. 

Live Connect

1. Preamble: Why should I white list Zoho Reports IP addresses and How do I do it?

2. How do I connect live with the Amazon Redshift database?

3. How can I edit the setup?

4. How long does it take for me to visualize my data in Zoho Reports?

After setup, you might have to wait sometime for Zoho Reports to fetch the required details from the Amazon Redshift database.  This depends upon the amount of data stored in your Amazon Redshift database and also the response time of your Amazon Redshift server. 

5. Will foreign keys defined between my tables in Amazon Redshift database be linked in Zoho Reports as well?

In case you have linked two or more tables in your Amazon Redshift database using foreign keys, they will be linked automatically using a lookup column in Zoho Reports as well. Refer to this help link to know more. 

6. I got an alert message like this - "This view cannot be accessed due to some changes made in the table" while accessing my tables/reports in Zoho Reports. What should I do?

This Alert message will be displayed when Zoho Reports is not able to access the information from Amazon Redshift. This could be because the data that you are trying to access in Zoho Reports could be deleted or renamed in Amazon Redshift.

In this case, it is recommended that you re-synchronize the table.

To re-sync the table, click the "Redshift Settings" button in the Explorer tab. Refer to this presentation.

7. What is a Mismatch?

When you connect live with your Amazon Redshift database, it is necessary that the data (table names and column names) in the Zoho Reports database and Amazon Redshift database matches. In case they do not match, they will be listed as a mismatch in the Mismatch tab in the Redshift Connection settings page. Mismatches can occur due to a variety of reasons. Please refer to the next question.

8. When do Mismatches occur and how to resolve them?

9. What happens when I add new columns in my Amazon Redshift database?

To add the new columns that are added in your Amazon Redshift database into Zoho Reports, you must trigger the Sync Design option from the Edit Redshift Settings page. To know how to do that refer to this presentation.

Note:

In case there is a mismatch, Zoho Reports will not fetch the new column information. In this case, you need to resolve the mismatches and trigger the Sync Design again.

10. Can I change the data type of the columns in Zoho Reports?

No, you will not be allowed to change the data type of the column in Zoho Reports.

11. Can I import data from other data sources into the same database?

No, you cannot import data from other databases into this database.

12. Can I create Query Tables over the Redshift data?

No, you will not be able to create Query tables if you have setup the database using the Redshift Live connect option. This is because this option does not fetch the data and store it locally in Zoho Reports. If you wish to create Query Tables, we request you to use the Data Import option.

13. What happens when I delete or rename the database in Amazon Redshift?

When you delete or rename a database in Amazon Redshift, Zoho Reports loses its connectivity with Amazon Redshift. Thereafter, a warning message as shown in the below screenshot would be displayed.

If you have renamed the database, then you can click on the Edit Connection button and update the settings (Refer this presentation). If you have deleted the database in Amazon Redshift then, you will have to delete the database in Zoho Reports as well (Refer next question). 

14. How do I remove the Setup?

If you have used the Live connect option to fetch the data, then you will have to delete the reporting database to remove the connection. 

To delete the database,

  • Log in to Zoho Reports
  • Click the Delete Database icon that appears on mouse over adjacent to the database name in the My databases tab.

15. What are the limitations of using the Redshift Live Connect?

Given below are a few short comings that one might face while using the Amazon Redshift Live Connect option.

  • Data from your Amazon Redshift will not be imported and stored locally in Zoho Reports. Instead for the reports that you create Zoho Reports will generate appropriate queries that will fetch the required data live from Amazon Redshift and show you the report. Because of this, it might take a longer time to load the reports. This loading time will directly depend on the performance of Amazon Redshift.
  • Any changes such as column addition/deletion/renaming will not be synchronized automatically. The user must manually sync the setup to access the reports with the latest data. 
  • This option allows users to create reports over the data from the Amazon Redshift tables. In case you have linked two or more tables using a foreign key in Amazon Redshift, the tables will be linked in Zoho Reports using a lookup relationship (Refer Q#5). Users cannot combine data from other data sources to create reports.
  • Users cannot create query tables.

Difference between the data import and live connect feature

Tabulated below are the differences between the Data Import feature and Live Connect feature.

Data ImportLive Connect
Data in Amazon Redshift will be imported and stored in Zoho Reports.Data from Amazon Redshift will be fetched live using appropriate reporting queries whenever you create or access a report in Zoho Reports
Users can also import filtered data set from Amazon Redshift using customized queriesNot available in Amazon Redshift Live Connect
Can import data from multiple data sources (apart from Redshift) into the same reporting database and combine them for reporting & analysisCannot import data from any other data source into the reporting database in which Live Connect from Redshift is setup 
Changes made to the columns such as addition, deletion will be synchronized automatically.Any changes such as column addition/deletion/renaming will not be synchronized automatically. You have to use the "Sync Design" option to synchronize these changes.
Look up relationship will not be automatically created for tables that are linked via foreign keys in Amazon Redshift. They have to be created from inside Zoho Reports to setup the relationship between tables. Look up relationship will be automatically created for tables that are linked via foreign keys in Amazon Redshift.
Users can create query tables.Users cannot create query tables.
Report loading time will be fastReport loading time depends on the amount of data in Amazon Redshift and therefore might be a little slow.