Visualize, discover, and act on your data with metric visualizations and dashboards.

Ready to get the most from the data that's stored in your Amazon Redshift database? Get started by adding some data sources. When you're finished adding Amazon Redshift data sources, you'll use them to power your metrics.

This article includes:

• Adding an Amazon Redshift data source
• Creating Amazon Redshift metrics
• Troubleshooting your connection
• Troubleshooting your query

Adding an Amazon Redshift data source

If you’re using Network Policies to restrict IP access, before adding a data source, make sure you've added our Klipfolio IP addresses to your allow list. See the full list of Klipfolio's Allow list IP addresses.

To add an Amazon Redshift data source:

1. Click Data Sources in the left navigation bar.
   If you don’t see the above option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.
2. Click Create a New Data Source.
3. On the Where is your data? page, select Amazon Redshift. (See below.)
   
   Tip: To quickly find a service, start typing its name in the Search by service field on the top-left of the page. (See below.)
   
4. On the Configure your connection page, fill in the following fields:
• Host: Enter the URL for the server that hosts your Amazon Redshift database.
• Port: Port 5439 is entered here by default. As per Amazon Redshift documentation, you can change to another port within the range of 5431-5455 or 8191-8215.
• Database: Enter the name of the database you want to connect to.
• Driver: Select PostgreSQL (Legacy) from the drop-down list.
• Username: Enter your Amazon Redshift user name.
• Password: Enter your Amazon Redshift password.
• SQL Query: Enter the desired SQL query, replacing the placeholder text <databaseTable> with your own database table name.
5. Select whether to Include column headers.
6. At Connection security, choose whether to use SSL/TLS.
7. If the database is behind a firewall but accessible using an SSH tunnel, click Use an SSH tunnel and enter the required credentials.
   (See below for an example of configuration settings for an Amazon Redshift custom data source).
   
8. Click Get data.
9. Ensure this is the data you're looking for, then click Continue.
10. On the Verify your data page (the modeller) you can make modifications to your data if desired. Learn about modelling data sources.
11. When you’re done making changes, click Save and continue to save your modelled data source.
    The modelled data source is added to your account and is ready to use for custom metrics. To see a list of all your data sources, click your Account Name > Data Sources in the left navigation sidebar.

Creating Amazon Redshift metrics

Now that you've created one or more Amazon Redshift data sources, you can return to them and use them to make metrics. A single data source can be used to create a single or multiple metrics.

To create Amazon Redshift metrics:

1. In the left navigation sidebar, click Data Sources to open your list of data sources.
   If you don’t see the above option, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources instead.
2. Select the modelled Amazon Redshift data source you want to use for your custom metric.
3. On its details page, click Create metrics.
4. On the Create a custom metric page, choose the desired metric value, segmentation, date & time, data shape, and display settings for your metric. If you need help, go here to learn more.
5. Click Save.
   Your new metric is added to your list of metrics (accessed by clicking Metrics in the left navigation sidebar) and is ready to add to a dashboard. Learn more about dashboards.

Troubleshooting your connection

If you followed the instructions in the procedures above but still can’t connect to Klipfolio, consider the following:

• Have you added our Klipfolio IP addresses to your allow list? See the full list of Klipfolio's Allow list IP addresses.
• Is your database's external IP address publicly accessible and are you able to resolve the IP address to your database server? To test internally, ping or telnet your database's IP address. If unsuccessful, check your firewall configuration.
• Is the port open? Go to the Port forwarding tester to test your port's status. If the port is not open, it might be a bad route or the destination SQL device might not be properly configured to listen to that port.
• If you’re using an SSH tunnel, is the domain account valid?

Troubleshooting your query

Here are a few troubleshooting ideas you can try if you're having issues with your Amazon Redshift query.

• Confirm that the SQL connection is working by using a query of Select 1. This should return the result of 1.
• Make sure your query isn’t trying to bring in too much data. Klipfolio supports a maximum file size of 10 MB. If you’re returning more than 10 MB of data, your query may not work. To see if this is the issue, try adding a LIMIT to your query (e.g., LIMIT 1000) to reduce the amount of data being returned.
• Confirm that it isn't taking too long to bring in your data. Klipfolio includes a global setting of 80 seconds within which to bring in data. If you think this might be the issue, try reducing the amount of your data so you stay within this range.