Before starting, ensure your database and tenancy configuration are ready.
Before you begin
- If your database is hosted privately, whitelist Databrain’s IP so Databrain can connect securely.
- Decide your tenancy configuration: Choosing the Right Tenancy Model for Your Data.
1
Add a Data Source (connect your database)
- Sign in to your Databrain workspace.
- Go to Data Studio → Data Sources → + Data Source.
- Choose your database type (Postgres, MySQL, BigQuery, Snowflake, Redshift, etc.).
- Enter connection details:
- Host / IP
- Port
- Database name
- Schema (if applicable)
- Username & password or key-based credentials
- (Optional) Configure SSL options if your DB requires encrypted connections.
- Click Authenticate to confirm the process.
Reference: Add a Data Source
2
Configure Tenants
- Choose your tenancy level:
- Database: Use this when each client’s data is stored at the database level (each client has its own database).
- Table: Use this when client data is stored as rows identified by an ID column in a single table.
Select the table housing your client or organization data and choose the Primary Key column (e.g.,id,user_id,org_id).
- Create a workspace linked with the connected data source.
Reference: Configure Tenants
3
Create a Dashboard and Metric
- Click + Dashboard.
- Enter a suitable name (e.g., Revenue Overview) and click Create.
- Open the created dashboard and click + Metric.
- Drag and drop columns into dimensions and measures or write a SQL query.
Adjust chart types and settings, then click Save to Dashboard. - Configure additional details and click Save.
References: Create a Dashboard, Create a Metric
You’ve now completed the initial Databrain setup - your workspace is connected, tenants are configured, and your first dashboard and metrics are created!