Editing a data source - Amazon QuickSight

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Editing a data source

You can edit an existing database data source to update the connection information, such as the server name or the user credentials. You can also edit an existing Amazon Athena data source to update the data source name. You can't edit Amazon S3 or Salesforce data sources.

Editing a database data source

Use the following procedure to edit a database data source.

  1. From the QuickSight start page, choose Datasets at left, and then choose New dataset.

  2. Scroll down to the FROM EXISTING DATA SOURCES section and choose a database data source.

  3. Choose Edit Data Source.

  4. Modify the data source information:

    • If you are editing an autodiscovered database data source, you can modify any of the following settings:

      • For Data source name, enter a name for the data source.

      • For Instance ID, choose the name of the instance or cluster that you want to connect to from the list provided.

      • Database name shows the default database for the Instance ID cluster or instance. If you want to use a different database on that cluster or instance, enter its name.

      • For UserName, enter the user name of a user account that has permissions to do the following:

        • Access the target database.

        • Read (perform a SELECT statement on) any tables in that database that you want to use.

      • For Password, enter the password for the account that you entered.

    • If you are editing an external database data source, you can modify any of the following settings:

      • For Data source name, enter a name for the data source.

      • For Database server, enter one of the following values:

        • For an Amazon Redshift cluster, enter the endpoint of the cluster without the port number. For example, if the endpoint value is clustername.1234abcd.us-west-2.redshift.amazonaws.com:1234, then enter clustername.1234abcd.us-west-2.redshift.amazonaws.com. You can get the endpoint value from the Endpoint field on the cluster detail page on the Amazon Redshift console.

        • For an Amazon EC2 instance of PostgreSQL, MySQL, or SQL Server, enter the public DNS address. You can get the public DNS value from the Public DNS field on the instance detail pane in the EC2 console.

        • For a non–Amazon EC2 instance of PostgreSQL, MySQL, or SQL Server, enter the hostname or public IP address of the database server.

      • For Port, enter the port that the cluster or instance uses for connections.

      • For Database name, enter the name of the database that you want to use.

      • For UserName, enter the user name of a user account that has permissions to do the following:

        • Access the target database.

        • Read (perform a SELECT statement on) any tables in that database that you want to use.

      • For Password, enter the password for the account that you entered.

  5. Choose Validate connection.

  6. If the connection validates, choose Update data source. If not, correct the connection information and try validating again.

  7. If you want to create a new dataset using the updated data source, proceed with the instructions at Creating a dataset from a database. Otherwise, close the Choose your table dialog box.

Editing an Athena data source

Use the following procedure to edit an Athena data source.

  1. From the QuickSight start page, choose Datasets at left, and then choose New dataset.

  2. Scroll down to the FROM EXISTING DATA SOURCES section, and then choose an Athena data source.

  3. Choose Edit Data Source.

  4. For Data source name, enter a new name.

  5. The Manage data source sharing screen appears. On the Users tab, locate the user that you want to remove.

  6. If you want to create a new dataset using the updated data source, proceed with the instructions at Creating a dataset using Amazon Athena data. Otherwise, close the Choose your table dialog box.