Connecting to MySQL

When you begin a MySQL import for the first time, you will need to go through a few steps to connect MySQL as a data source for Coefficient. You will need your MySQL Hostname, Database Name, Username, and Password. (The default MySQL port is "3306").

1. Open the Coefficient Sidebar and click the Menu.

   

2. Select “Connected Sources”.

   

3. Select “Add Connection*”* at the bottom and then “Connect” to MySQL.

   

4. Enter the required fields (Host, Database name, Username, Password, and Port)

   

5. If your database is behind a firewall, make sure that you whitelist our IP Addresses.

   ALL 3 IP Addresses should be whitelisted

   

6. Once you “Connect”, you will be presented with the option to share this connection with other members of your team that also use Coefficient.

Import from MySQL

There are 2 different ways to import data using Coefficient from MySQL, Importing from Tables and Importing from a Custom SQL Query. Importing from a Table allows you to create imports without having to write SQL. Using a Custom SQL Query gives you additional flexibility in the data that you are importing into Coefficient.

Import from Tables

1. In the sidebar select "Import Data".

1. Select MySQL from the list.

1. Select "Import from Tables".

1. The Data Preview window opens showing all the table schemas from your MySQL database. Select the table for your import. (ie: ”actor”)

1. Once the table is selected, the fields within that table will appear in a list on the left side of the Data Preview window. Select the fields you want to include in your import by checking/unchecking the corresponding boxes. As you check/uncheck fields they will be added as a new column in the main preview section.

   

2. You can customize your import by then adding filters, sorting, limits or even grouping the data in a cloud pivot table.