Hello and welcome to the Holistics video demonstration on how to setup your own cloud database, upload
your data and create your first Holistics report, all in a matter of minutes!
At Holistics, we do believe that anyone can unlock the power stored in their data, so
we're here to help you to take control of your digital business insights.
One challenge many people face when trying to go digital and get more out of their data,
is the problem of setting up a database online, in the cloud.
I'll give you an example.
So let's say I'm in the marketing team of an e-commerce startup, and I'd like to
use the cool features in Holistics to take my marketing data sitting in a csv spreadsheet
like the one I have here and combine it with other data sources in my company, to make
better decisions about my marketing campaigns.
In this video, we'll show you how easy it is to do that, by using the really affordable
Google Cloud Platform to set up a MySQL database, upload some data, and create your very first
report on Holistics.
And just to keep things fun, I'm going to show you exactly how long all this takes,
by completing all these steps before the timer hits zero!
So let's bring the timer up… and let's go!
First you're going to need to sign-up for a Google Cloud account on the Google Cloud
website.
This comes with a free trial and credits.
The two products we'll be using are Google Cloud SQL and Google Cloud Storage.
I'll let you read more about these products yourself on the Google Cloud page, but if
this is your first time creating an online database, give yourselves a pat on the back,
because you're about to take what may be one of the most significant steps in your
digital business life, and it's going to surprise you how effortless this can be.
So let's pull up the console on the Google Cloud page, and pull up the side-bar menu,
and pull up 'SQL', under 'Storage'.
So we're going to create an instance on Google Cloud SQL.
Holistics is able to accept both MySQL or PostgreSQL databases, but let's use MySQL
for this demo.
And let's choose the second generation.
So name the instance as you wish, it can be any name you like such as "mysql-holistics-clouddb".
And choose a region that's close to where you are.
And for the purpose of the marketing dataset that we are using, we only need a really small
instance, so let's select the smallest option, which also has the lowest charges which should
barely put a dent in your free credits.
We can use the default settings for the rest of the page.
And set a root password.
And now for authorized networks, we need to whitelist the Holistics IP addresses, to allow
the Holistics platform to query the data we will be storing in the cloud database.
So go to the Holistics software page, go to data sources, click '+ New Data Source',
and take the IP addresses placed here.
For these networks, a name is optional, all we need are the IP addresses.
And now we have all the details we need, let's create the instance.
Now this will take a while, so kickback and relax, while I make us time travel...
Now!
And welcome to the future!
Now that the instance is created, we will create a user account, which will allow the
Holistics platform to connect with the Google Cloud SQL database later.
So we go to 'Access Control', select 'Users', and we create a user account.
Remember these details, because we'll need it later to connect the Holistics platform
to the database.
Alright, and the next thing to do is to create a database inside this instance.
Let's name it something we can easily remember, such as "marketing".
And we can leave the settings as default, and we create this.
Alright, so now let's find a way to import the marketing data from the spreadsheet table
into our newly created database.
As you can see here, there are two ways to do this.
One way is to use a CSV file directly, but to do this you would have to first type out
SQL code to define your database table to read the CSV, but since this video is about
the simplest way to get your data onto your cloud database, I'm going to show you how
to convert your CSV file into a SQL file, and import that instead.
There are several tools out there that can do this, but I've found SQLizer to be a
really clean and effective tool for doing so.
All we have to do is to pull up the CSV file that we just used, specify the database type
which is a MySQL database, mention if it has a header row which the CSV does, and the database
table name, we can leave it as the file name.
And let's convert the file.
And there we go!
We have a SQL text file converted from CSV.
So store this somewhere where you can easily access, because we're going to need this again.
And now, for Google Cloud SQL to be able to find the SQL file that we just created, we're
going to have to create a bucket in the Google Cloud Storage system to store this file.
As you can see, if we browse here, no buckets can be found yet.
So once again, pull up the side-bar menu, and now go to 'Storage'.
Select 'Create bucket', and let's call this something like "my-holistics-cloud-db-bucket",
and for storage class, regional should be fine, and let's create this.
And now we're ready to upload the SQL file that we created.
And now the SQL file is in the bucket.
So we go back to 'SQL' page, and now, when we choose to import, we can see the bucket,
along with the SQL text file that we created.
We have to specify the database that it will be imported into, so remember the database
name that we created earlier, and use this.
And we have successfully uploaded the data into our database!
So now that we have the data inside the database, as long as the instance is running, you'll
have your data online anytime you need!
If you're building an app, you can even link this up with the database that we've
created here, depending on whether it's MySQL or PostgreSQL compatible.
So for the final step, we'll now connect the cloud database to the Holistics platform.
This will allow us to automate the building of operational reports and dashboards across
several sources of data, to be able to get a complete digital view of what's taking
place in the business.
So we go to 'Data Sources' in the Holistics software page, we add a new data source.
Let's call this "ecommerce-marketing".
Database type is MySQL.
And for the Host address, we'll need to go back to the instance page and choose the
IPv4 address here, under the 'Overview' section.
Take that, and put it inside the Host address.
For the Port entry we can leave that empty.
And the Database Name was the database name that we created inside the instance, so remember
this.
For the Username, if you can't remember what it was, this was the user that we created
under 'Access Control'.
And now that we've put in all the details that we need, let's test the connection.
And the test connection is successful!
So now let's try connecting this.
And there you go!
The database is connected.
You can now tell your friends that you know how to set up and operate a cloud database!
So let's go ahead and create the first report.
So remember the marketing dataset that we put into the cloud?
It'll be interesting to create a chart of how the different ad groups in the marketing
campaigns are performing, so let's try and make a column chart of that.
We can call it "Marketing Adgroup Performance".
We'll need a simple SQL query to be able to build this, and I've already written
out the SQL code before, so let's take this and put this here.
Remember to specify the database, which is the "ecommerce-marketing" database that
we created.
And now, let's run this.
And there we go!
The query has run.
So now let's try building a visualization of this.
You select the 'Column' chart, and now, we are able to visualize the performance of
the different ad groups in terms of impressions and clicks.
We click 'Save Report', and there you go, you've just created your first Holistics
report!
Awesome.
Now wasn't this quicker than you thought it'd be?
I know.
You're welcome!
So now let's put the timer down.
This pretty much covers our demonstration of how to go from spinning up a Google Cloud
database and upload your data, to make your first Holistics report.
You can then build up your dashboard and reports, and can even set email schedules
to send out the dashboard or report on a daily, weekly or monthly basis to the members of
your team that will need this.
You can also use the 'Data Transforms' and 'Data Imports' modules under Data
Preparation, to be able to connect other data sources from your company, such as data sitting
in Google Spreadsheets, Google Drive, or database tables in other SQL databases, and import
this into the Google Cloud SQL database that we just created.
But that's a topic for another time!
So if you no longer need the Google Cloud database that we created, remember to delete
your Google Cloud instance to be able to stop any billing charges.
And that's it!
Thanks for watching, I hope you found this useful so please do get in touch with us,
because we'd love to hear from you and see if our team can help you with your business
intelligence needs.
From the Holistics team, we'll see you soon!
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