Visual Designer
Database Source
Start a workflow with a saved dataset, a PostgreSQL table, or a database view. Database Source supplies the columns that the tools downstream use to filter, prepare, and summarize your data.
Choose your source
Add Database Source from the Sources toolbox in the Visual Designer. Select the node to open its configuration, then choose a source mode:
| Mode | Use it for |
|---|---|
| Dataset | Reusing a dataset from your workspace, including an imported file or a saved workflow result |
| Table | Reading a table through a saved PostgreSQL connection |
| View | Reading an existing database view through a saved PostgreSQL connection |
For Dataset, choose a dataset from the picker. For Table or View, choose a connection, then select the object to read. Create the connection first using the PostgreSQL guide.
Build from the selected columns
Once the source is configured, connect it to the next tool. Column selectors in downstream tools follow the data arriving at that point in the workflow.
For a revenue report, connect Database Source → Filter → Aggregate → Sort → Preview. Select status in Filter, group revenue by region in Aggregate, and order the resulting total in Sort.
Selecting a configured tool opens a preview so you can check the data while building. Use Run when you are ready to process the complete workflow.
Use an existing query
Open Advanced → Use custom SQL when your source is already defined by a query. Enter the query using the selected connection and review the resulting columns before adding transformations. View generated SQL lets you inspect the query behind the visual source configuration.
Reuse a saved result
An Output can publish a workflow result to DataQloo Storage. Choose that dataset in Dataset mode to use the prepared result in another workflow.
Continue with Filter to keep the rows your report needs.