In this tutorial, you will learn how to integrate GoodData and your existing Redshift cluster, and load the sample data from Redshift into your GoodData workspace.
You will use the data from a sample CSV file that you will import into your Redshift cluster.
This integration does not use your Redshift resources for computation. The actual data processing takes place on the GoodData platform.
Import Sample Data to Redshift
Download and review the sample CSV file. We suggest that you examine the data first to help you understand how GoodData processes the rows and columns.
Log in to your Redshift cluster with the account that you plan to use with GoodData. Ensure that the user you configured in the data source has all necessary privileges and that your Redshift cluster can be accessed by GoodData. For more information about the required privileges, see GoodData-Redshift Integration Details.
- Create a separate Redshift database.
Execute the following SQL queries:
DROP SCHEMA IF EXISTS GDTRIAL CASCADE; CREATE SCHEMA GDTRIAL; CREATE TABLE gdtrial.out_csv_order_lines ( a__order_line_id VARCHAR(255), a__order_id VARCHAR(255), d__date date, a__order_status VARCHAR(255), a__customer_id VARCHAR(255), a__customer_name VARCHAR(255), a__state VARCHAR(255), a__product_id VARCHAR(255), a__product_name VARCHAR(255), a__category VARCHAR(255), f__price DECIMAL(12,2), f__quantity DECIMAL(15,6) );
- To copy the CSV file into your database, download and execute this SQL script that will execute the INSERT command.
Prerequisites - Before You Load the Data
Ensure that you are logged into your GoodData account.
Your GoodData Domain
This tutorial presumes that your GoodData domain is
- GoodData Free users
use the link you received in your GoodData Free confirmation email, for example:
- GoodData Growth Users
use the link you received in your GoodData confirmation email, for example:
- White-label customers
use your own white-label domain
Your GoodData Workspace
Your GoodData workspace (also known as a project) is the place where you load your data, create metrics, share data visualizations and dashboards, create ad hoc analyses, and much more. Each workspace has its own project ID.
To learn how to create a workspace:
Your GoodData account comes with five data-ready workspaces. For this tutorial, select any empty workspace.
Once you select a workspace to work with, you can easily rename it in the Manage section:
Your GoodData Growth account allows you to create ten or more workspaces (projects). To create a workspace, you must have the authorization token. For more details, see Find the Project Authorization Token.
- Click the Add workspace button on your welcome screen.
Enter the name of your workspace and your authorization token.
Click Create.Your workspace opens.
To return to your welcome screen and create another workspace, click your name in the upper right corner, click Account, then click Active Project.
You can easily rename the workspace (project) it in the Manage section:
If you do not have an authorization token, contact GoodData Support.
This procedure assumes that your domain is
If you are a white-labeled customer, replace
secure.gooddata.com with your white-labeled domain in the procedure steps when needed. GoodData Free and Growth users, use the domain that you received in your introduction email, such as
- Go to https://secure.gooddata.com/gdc/projects.
The page for creating a project opens.
In the Title field, enter the name for the new project.
In the Authorization Token field, enter your authorization token.
Do not enter any information for the summary.
Leave the other project settings at their defaults.
- Click Submit.
The project/workspace is created and the page with the project's URL opens.
The project/workspace is immediately available on the GoodData Portal.
To access your workspaces and find their project IDs:
- Click your name in the top right corner.
- Click Data Integration Console.
- Click Projects.
- Click the workspace (project) that you want to use.
The Project ID is displayed
Tip: Project ID is also a part of your project's URL, for example,
When working in GoodData, you will be asked to use your domain URL or the project ID of a workspace. We suggest that you note them down.
Create a Data Source
To connect your Redshift cluster and your GoodData workspace, follow these steps:
- Click your name in the top right corner, select Data Integration Console, then click the Data sources tab.
- Select Redshift as your data warehouse. Alternatively, click Create data source in the bottom left corner.
The connection parameter screen appears.
- Fill in the required fields.
For your Redshift schema enter
- Click Test connection. If the connection succeeds, the green confirmation message appears.
The screen with your connection details appears.
In the next section, you will publish the logical data model into your workspace.
Create a Logical Data Model
In this particular scenario, you will skip the Create output stage procedure. This is because you already prepared your Redshift cluster by executing our SQL script that prepares the sample data for the Logical Data Model stage. To learn how to work with your own data, see Load Your Own Redshift Data into GoodData Workspace.
Before you load data into your workspace, you need a logical data model (LDM) to determine how the data are handled and displayed.
The LDM enables a layer of abstraction between the information that a GoodData user accesses and the method that is used to store data.
- On your Connection screen, click Publish into workspace.
Enter or select the workspace into which you want to publish your logical data model.
- Click Select.
- On the screen that appears, select the Preserve data option.
- Click Publish.
If your logical data model is published successfully, the following message appears:
- Click the Visit data load page link.
The Data Load Process screen opens within the Data Integration Console page. Proceed to the next section to load data from the warehouse into your GoodData workspace.
- Go to your workspace.
- Click Manage in the top navigation tab.
- On the Data tab, click Model.
The LDM outline appears.
Create Data Loading Process
In this step, you will create a data load that takes care of moving data from your Redshift cluster into your GoodData workspace. This process is called Automated Data Distribution (ADD) and it can be deployed to multiple GooData workspaces.
Note: The following guide presumes that you have successfully published your logical data model and continue to create a data load process. You can start creating a data load process at any time by clicking Create data load process in the Data process tab.
To continue with the process following creating the logical data model, follow these steps:
- Click Deploy Process.
The Deploy process to a project screen appears.
- Select the data source you want to use. The Automated Data Distribution option is preselected.
Note: If you only have a single data source, it is preselected.
- On the next screen, enter your Process Name of choice.
- Click Deploy.
When the process ends, the following screen appears:
Create and Run a New Schedule
To ensure your GoodData analytics is always using the most up-to-date data, you can create schedule to automate data loads between your Redshift cluster and your GoodData workspace. For the purpose of this Getting Started tutorial, you create a manual schedule.
- Go to the Data Integration Console and click the Projects tab.
- Select the project that you used in the previous step.
- Click Create new schedule.
The new schedule screen appears.
- Select the process name.
- In the Runs dropdown, set the frequency of execution to manually.
- Leave everything else intact.
- Click Schedule.
The schedule is saved and opens for your preview.
You are now going to manually run the scheduled process.
- Click Run.
- Confirm Run.
The schedule is queued for execution and is run as platform resources are available.
The process may take some time to complete.
- When the process finishes with a status of OK, it means that the ADD process has loaded the data to your workspace.
- (Optional) In the Runs dropdown, set the frequency of execution to whatever schedule fits your business needs. Click Save.
The schedule is saved.
Create Your First GoodData Insights
To go to Analytical Designer from your Data Integration Console, click your account name in the upper right corner, then click Analyze data.
The goal of this tutorial is to break down raw sales figures by order category and status, and examine the pricing structure of your sales.
As you can see, the columns of the original csv sample file appear in the catalog panel on the left. This is possible thanks to the GoodData’s ability to work directly with human readable data modeling metadata (facts, attributes, column names).
Exercise 1 - Order Category and Order Status
To create your first insight:
- Drag and drop Order ID onto the Measures panel. This automatically creates a Count of unique Order IDs.
Analytical Designer applied Count because the Order ID column was annotated as an attribute instead of as a numerical fact.
- In the Compare helper, select Product Category from the drop-down menu and click Apply.
The number of orders is now split by the product category.
- Drag and drop Order Status to the Stack By panel to look into the data in more detail..
The columns are now further split by the status of the orders.
- Click the Save button in the top right corner of the screen to save the insight and name the insight it Orders by Status and Category.
You have just created your first insight!
Exercise 2 - Sales Pricing Structure
In the following example, your insights will analyze the pricing structure of your sales - the highest priced items and the price range.
Follow these steps:
- Click the Clear button in the toolbar to clear the insight.
- Drag and drop Price onto the Measures panel.
This displays the Sum of all prices on all order lines but it does not consider how many times the products were sold at their price.
Note: You can apply different mathematical functions to this particular column, because the Price column was annotated as a numerical fact.
- In the Measures panel, click the arrow to the left of Sum of Price item, and from the drop-down menu select Average to display the average product price.
- Drag Category to the View By panel.
You see that the Outdoor category contains the highest priced items. But what is the range of prices?
- In the Measures panel, click the arrow to the left of Avg of Price and change Average to Minimum.
- Drag and drop Price to the Measures panel again.
A new Sum of Price item appears.
- Click the arrow to the left of Sum of Price, and from the drop-down menu, change Sum to Maximum. You can now see the range of prices for each category.
You can easily handle many analytical queries without needing to write SQL for individual variations.
Now that you created your first insights using our sample data, you can either:
- turn the insights into KPI Dashboards
- or you can try to Load Your Own Redshift Data into GoodData Workspace.