Microsoft SQL Server
Microsoft SQL Server is a robust, enterprise-level relational database management system (RDBMS) widely used for running mission-critical applications, data warehousing, and business intelligence.
By connecting your SQL Server instance to Whatsdash, you can securely pull transactional, operational, and analytical data directly into custom dashboards, providing a unified view of your core business metrics alongside other integrated platforms.
Why Connect Microsoft SQL Server to Whatsdash?
Integrating your SQL Server data with Whatsdash transforms raw database tables and query results into intuitive, real-time dashboards for better decision-making across your organization.
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Centralized Data Visualization: Easily visualize complex data stored in your SQL Server database tables and custom views alongside data from your marketing, sales, and analytics tools,all in a single dashboard environment.
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Custom Query Reporting & Control: Go beyond simple table exports. Whatsdash's direct SQL integration lets you use your own Transact-SQL (T-SQL) queries to join tables, aggregate data, and define exactly which granular metrics and dimensions are pulled for visualization.
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Secure & Direct Connection: Leverage a secure, direct connection to your SQL Server instance, allowing you to access the single source of truth for your most critical business data without the need for manual data exports.
📋 Steps to Integrate your Microsoft SQL Server account to Whatsdash
✔️ Navigate to the 'Integrations' page using the Navigation bar.
✔️ Select Microsoft SQL Server from the Available Integrations.
✔️ Click the + button to open the connection configuration window.
✔️ Enter your connection details in the form:
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Step 1: Enter Connection and Authentication Parameters 🔐
In this first step, you provide the essential connection details for Whatsdash to locate and log in to your Microsoft SQL Server instance.
You must fill in the following four mandatory fields marked with an asterisk (*):
Host * : Enter the hostname or IP address of your SQL Server (e.g., sqlserver.yourcompany.com or AZURE-SQL-DB.database.windows.net).
Port * : Enter the port number your SQL Server is listening on. The default port is typically 1433.
Username * : Enter the SQL username that has permissions to read the data you need .
Password * : Enter the password associated with the provided username.
Once all four fields are filled, click the green Next button to proceed.
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Step 2: Select Database and Tables/Views 📁
Select Database: You will be prompted to select the specific database name within your SQL Server instance that contains the reporting data (e.g., ProductionData, SalesWarehouse).
Select Tables/Views: You will then see a list of available tables and views within that database. Select the specific tables or views that hold the core data you want to use for dashboards (e.g., the dbo.Orders table, or a Reporting.Leads view).
Testing/Validation: You may be asked to test the connection at the table level to ensure the user has necessary permissions.
Click Next to proceed to the final configuration step.
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Step 3: Define Dimensions and Metrics 📊
In this final step, you define how the columns from your selected tables will be interpreted by Whatsdash, creating a usable schema for reporting.
Specify Fields: You are prompted to define the schema by designating columns as Dimensions or Metrics.
Dimensions: Select columns used for categorization, grouping, or time segmentation (e.g., OrderDate, CustomerName, Region).
Metrics: Select columns containing numerical values you want to measure, aggregate, or calculate (e.g., OrderTotal, UnitsSold, InventoryCount).
Finalize Integration: After defining your schema, the integration is finalized and saved.
✔️ Once successfully authenticated, your Microsoft SQL Server Integration will appear in the Connected Integrations list.
🔗 Explore More Integrations
Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.
👉 Visit the Integrations Page to explore all available connections