Connecting to Redshift

When you begin a Redshift import for the first time, you will need to go through a few steps to connect Redshift as a data source for Coefficient.

Coefficient will need the following information: Redshift hostname, database name, username, password, and port (note: the default port for Redshift is 5439).

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

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  1. Ensure that your Redshift cluster has the Publicly accessible setting enabled. You might also need to whitelist Coefficient’s IP addresses on your Redshift cluster’s Security Group and/or VPC network ACL. For detailed instructions, see this AWS support article.

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Import from Redshift

There are 2 different ways to import data using Coefficient from Redshift, Import from tables, and Custom SQL query. Importing from tables 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”.

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  1. Select the Redshift connection you created above.

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  1. Select “Import from Tables”.

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  1. A Data Preview window will appear allowing you to select the table that you want to import from.

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  1. After the Table is selected the fields will populate in a list on the left side. You can uncheck/check the fields to exclude/include in your import. From this preview, you can also add filters, sort, pivot, or drag and drop the fields in the view to be in the order you need. Then click “Import”.

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  1. Congratulations on your successful Redshift import using Coefficient! 🎉