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  • Welcome to Infinity - AI Powered Data Analytics tool.
  • Interactive Quick Start Guide
  • Comprehensive User Guide
    • 1. Connecting Your Data
      • Uploading Files as a Datasource
      • Connecting to Databases and Cloud Data Sources
      • AI-Powered Data Definition Wizard
      • Managing Data Sources
      • Supported Data Connectors
    • 2. Charts
      • Creating Charts
        • AI Chart Builder
        • Drag-Drop Builder
        • Data Explorer
      • Chart Customization
        • Chart Configuration Basics
        • Intent and Its Role in Chart Generation
        • Modifying Selected Data Sources and Tables
        • Understanding and Editing the SQL Query
        • Changing the Chart Type
        • Modifying Data Components
        • Using Pivoting for Multi-Dimensional Analysis
        • Applying Filters
        • Customizing Chart with Advanced Editor Panel
          • Styles
            • Chart Background
            • Titles
            • Legend
            • Grid
            • X-Axis
            • Y-Axis
            • Secondary Y-Axis
            • Series
          • Sharing
          • Prompts
          • JS (Code Mode)
        • Using AI Chatbot for Quick Modifications
      • Featured Chart Examples
        • Line/Bar/Column/Scatter Chart
        • Combo Chart
        • Stacked Area/Bar/Column Chart
        • 100% Stacked Column/Bar/Area Chart
        • Pie Chart
        • Metric Chart
        • Bubble Chart
        • Geo Chart
        • Geo with Makers Chart
        • Sankey Chart
        • Histogram Chart
        • Annotation Chart (ToDo)
        • Table Chart
        • Tree Map Chart
        • Timeline Chart (todo)
        • Gauge Chart (todo)
        • Custom Charts
      • Managing Charts
      • Accessing Charts
      • Chart Actions
    • 3. Storyboards
      • Creating Storyboards
      • Storyboard Customization
      • Managing Storyboards
      • Accessing Storyboards
      • Storyboard Actions
    • 4. Feed Page
    • 5. Curated Page
    • 6. Beacons: Working with Unstructured Data
      • Beacon : Basics
      • Creating Beacons
      • Accessing Beacon Data
      • Managing Beacon
    • 7. User and Access Management
      • Inviting Colleagues
      • Approving Join Requests
      • Roles
      • Orgs
      • Distribution Lists
      • Layouts
    • 8. Site Customization
    • 9. Subscriptions
      • Scheduled Emails
      • Event Based Notifications (Alerts)
      • Managing Alerts and Scheduled Emails
    • 10. Profile and settings
    • 11. Making the Most of Infinity's AI-Powered Features
    • 12. Advanced Topics
      • Chart Variables
      • Custom Computes for Event Based Subscriptions
      • Drill-down or Reference Charts
      • Custom XLS Template
      • Custom PPT Template
      • Editing the Chart JavaScript
    • 13. Getting Additional Help
      • Video Resources
      • Best Practices
      • FAQs
        • Error while creating chart
        • User not able to access Charts
        • Unable to Create a DataSource
        • Hard Reset/Reloading the browser
      • Contact Support
  • Topics to address
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On this page
  • Mode Options
  • Why Whitelist an IP?
  • Steps to Whitelist the Required IP
  • Steps to Add or Edit Data Descriptions
  • Why This Matters?
  1. Comprehensive User Guide
  2. 1. Connecting Your Data

Connecting to Databases and Cloud Data Sources

Infinity provides a seamless connection to a wide range of databases and cloud data sources. With support for 500+ connections, users can integrate databases, cloud storage, and BI tools effortlessly.

PreviousUploading Files as a DatasourceNextAI-Powered Data Definition Wizard

Last updated 3 months ago

For this tutorial, we will walk through the process of connecting to a PostgreSQL database.

1. Click "settings"

Access the settings menu.

2. Click "Datasources"

Navigate to the Datasources section.

3. Click "ADD DATASOURCE"

4. Select the database or cloud datasource you like to connect

5. We'll be using Postgres for this tutorial.

Choose the Postgres option.

6. You can select "Live" or "Cached" mode.

When connecting to a PostgreSQL database, you can choose between Live and Cached modes, depending on your data retrieval needs.

Mode Options

  1. Live Mode

    • Queries are executed directly on the database during runtime.

    • Ensures real-time data access with the latest updates.

    • May have slightly higher latency depending on the database performance.

  2. Cached Mode

    • Data is copied and stored in the platform’s data warehouse.

    • Improves performance by reducing database queries.

    • Ideal for historical data analysis and reducing database load.

7. Enter Database Credentials

Access the field for entering the datasource name.

8. Critical: White list IP and provide read-only access.

When connecting your database to Infinity, it is critical to whitelist the required IP address and provide read-only access to ensure a secure connection.

Why Whitelist an IP?

  • Ensures that Infinity can securely access your database.

  • Prevents unauthorized access by restricting database connections to a specific IP.

  • Improves security while allowing the platform to retrieve data for analytics.

Steps to Whitelist the Required IP

  1. Identify the IP to Whitelist

    • The platform will display the required IP address (e.g., 34.71.126.215 in this example).

    • Copy the IP address provided in the notification.

  2. Whitelist the IP in Your Database

    • Log into your database management system (e.g., PostgreSQL, MySQL, or cloud provider like AWS RDS, Google Cloud, or Azure).

    • Navigate to Security Settings or Network Access settings.

    • Add the provided IP to the Allowed IP List or Firewall Rules.

  3. Grant Read-Only Access

    • Create a read-only database user or adjust permissions for an existing user.

    • Ensure the user can read data but cannot modify or delete records.

9. Proceed to the next step.

Move on to the next step.

10. Add/Edit data descriptions for each table

When connecting a database, it is essential to provide clear and meaningful descriptions for each table to improve AI-driven insights and analytics.

Steps to Add or Edit Data Descriptions

  1. Review Tables in Your Dataset

    • After establishing the connection, you will see a list of tables.

    • Tables marked as "uncompleted" require descriptions to be added.

  2. Select a Table

    • Click on a table (e.g., customer, manufacturer, mobilephone) to open its details.

    • A description field will be available for each table.

  3. Enter or Edit Descriptions

    • Provide a clear and concise summary of what the table contains.

    • Example: Instead of "customers", use "Contains customer demographic details, contact information, and purchase history."

  4. Save and Complete the Process

    • Once you have reviewed and updated the description, the table status will change to "completed."

    • Continue editing until all tables have descriptions.

    • Click Next to proceed to the settings step.

Why This Matters?

✔ Enhances AI Context – AI models use descriptions to generate accurate charts and analyses. ✔ Improves Data Usability – Users can better understand and navigate the dataset. ✔ Ensures Data Consistency – Helps maintain a structured and well-documented database.

By completing this step, you ensure that Infinity can leverage your data effectively for AI-driven insights.

11. Once you update data descriptions for all tables, proceed by clicking "Next"

  • Review Completion Status

    • Ensure that all tables in the list have a "completed" status.

    • A progress bar at the top will indicate how many tables have been reviewed.

  • Verify Each Table's Description

    • Double-check that all table descriptions are clear, accurate, and useful.

    • If needed, edit descriptions before moving forward.

  • Proceed by Clicking "Next"

    • Once all tables are marked as "completed", click the "Next" button.

    • This will take you to the Settings step, where you can configure additional options like permissions and data access settings.

12. Assign access permissions

  1. Navigate to the Permissions Settings

    • In the Settings step, locate the Roles section.

    • This allows you to assign access based on predefined roles.

  2. Select Roles for Access

    • Click the Roles dropdown menu.

    • Choose the appropriate roles that should have access to the data source.

    • You can assign multiple roles as needed.

  3. Save the Permissions

    • Once you have assigned the necessary roles, click Save to confirm the changes.

13. Click "Save" to complete connection.

Save the changes.

Click 'Datasources'
Click 'ADD DATASOURCE'
Select the database or cloud datasource you like to connect
We'll be using Postgres for this tutorial.
You can select 'Live' or 'Cached' mode.
Enter Database Credentials
Critical: White list IP and provide read-only access.
Proceed to the next step.
Add/Edit data descriptions for each table
Assign access permissions
Click 'Save' to complete connection.

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