Connecting to a SQL Data Warehouse

Connect to a DataSelf data warehouse with Microsoft SQL Server/SSMS, Excel, Tableau, Power BI and other reporting utilities.

If your data warehouse is hosted on a DataSelf Cloud see https://dataself.atlassian.net/wiki/spaces/DS/pages/1596882949

Requirements

  • A Microsoft SQL Server user license

  • A URL or IP to your MS SQL data warehouse.

  • The MS SQL database name(s) of your data warehouse (example: DwXyzcorp)

  • A tool to connect to the cloud MS SQL database such as DataSelf ETL+, MS Excel, Crystal Reports, Tableau, Power BI, Qlikview, SSMS (SQL Server Management Studio), SSRS (SQL Server Reporting Services), and SSAS. See below for further instructions.

Data Warehouses On-premises / Private Cloud

Contact DataSelf to connect your ETL+ to your private data warehouse.

 


SSMS

  1. Open SQL Server Management Studio (SSMS).

  2. click Connect > Database Engine.

    image-20240503-193627.png
    Click Connect on Object Explorer panel > Database Engine

 

SQL Server panel.
  1. Server name: Enter the URL to your MS SQL data warehouse

  2. Authentication: Select the authentication method and credentials if applicable.

  3. If your data warehouse uses a SQL database with Containment type = Partial:

    1. Click Options >>.

    2. Connect to database: Enter MS SQL database name (example: DwXyzcorp).

  4. Click Connect.

MS Excel

  1. Open Microsoft Excel

  2. Go to Data ribbon > Get Data > From Database > From SQL Server Database

  3. Server box: Enter the URL to your MS SQL data warehouse

  4. Database box: Enter MS SQL database name).

  5. Click Ok.

  6. Select Database on the left pane.

  7. Enter User name and Password.

  8. Click Connect.

Tableau Desktop

  1. In Tableau Desktop right panel, click Microsoft SQL Server.

  2. Server box: Enter the URL to your MS SQL data warehouse

  3. Database box: Enter MS SQL database name

  4. Select Use a specific username and password.

  5. Enter User name and Password.

  6. Click Sign In.

Power BI Desktop

  1. In Power BI Desktop, select Get Data from the top ribbon then SQL Server.

  2. Server box: Enter the URL to your MQ SQL data warehouse.

  3. Database box: Enter the MS SQL database name.

  4. Typically you will be using the Import data connectivity mode.

  5. Select OK to proceed.

  6. Select Database then input User name and Password and select Connect.

IMPORTANT: Power BI Service scheduled dataset refreshes require your Data Warehouse to be an Azure SQL Database. All other on-premises or private cloud data sources (including a MS SQL Database on an Azure VM) require the use of a Power BI Gateway to connect and allow scheduled dataset refreshes. See for more information.