Connecting Your Reports to PostgreSQL Data Source
We are excited to announce that the Bold Reports Designer supports a PostgreSQL data connector as of the October 2020 Bold Reports release. Now, you can connect to a PostgreSQL data source and embed data into a report.
PostgreSQL is a powerful, object-relational database system. It extends the SQL language combined with many features that safely store and scale the most complicated data workloads.
This blog post will walk you through the steps to connect your PostgreSQL database to Bold Reports.
Prerequisites
Choose PostgreSQL connector
As a first step, launch the Bold Reports Designer from your Windows Start menu or desktop shortcut.
To create a new data source with a PostgreSQL connection, select the data source icon on the right.
In the Data configuration panel, click NEW DATA.
The Datasources panel lists the data connectors as shown in the following screenshot.
Choose the PostgreSQL connector. The PostgreSQL data configuration panel will be displayed.
Connecting with the PostgreSQL database
We have used the Product Catalog table for this demonstration. You can create the same table in your database using the PSQL command line tool by following these steps:
- Download and extract the product-catlog.sql file in your system.
- Then, launch SQL Shell (psql) from the Windows Start menu.
- After that, choose the default PostgreSQL server details like server name, database, port number, and username, and provide the password for the user postgres.
- Execute the following commands. They will create a Product catalog table inside the Postgres database.
\i {{product catalog file location}}
E.g., \i D:/product-catalog.sql
Provide the server name, port number, username, password, and database of the PostgreSQL server and check the Save Password checkbox.
Then click Connect to create a data source.
Design query
After connecting, you will be in the query design view with the available tables displayed in the left pane of the tree view.
Drag the ProductCatalog into the design pane. Execute the query and then click Finish.
Now, data fields will be created in the dataset.
Design your report
Using the dataset created, we will design a product catalog report with detailed information on bike products. Refer to the documentation to create a similar report design.
After designing it, our report will look like in the following screenshot.
Preview report
You can preview the report at design time using the built-in Bold Reports Viewer to ensure the report design is as expected by switching to preview mode.
In the preview, our report will display the list of bike products along with their respective details, like in the following screenshot.
Conclusion
We hope this blog post helps you connect to the PostgreSQL database using Bold Reports. To learn more about the PostgreSQL panel, refer to the PostgreSQL documentation. I have also attached the generated RDL file for further reference.
If you have any questions, please post them in the comments section below. You can also contact us through our contact page or, if you already have an account, you can log in to submit your support question. Feel free to check out the Bold Reports Embedded Reporting demos and documentation to explore the available tools and their various customization features.
Bold Reports now comes with a 15-day free trial with no credit card information required. We welcome you to start a free trial and experience Bold Reports for yourself. Give it a try and let us know what you think!
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Originally published at https://www.boldreports.com on November 5, 2020.
