How to Connect Supabase PostgreSQL to Bold BI: A Comprehensive Guide

Overview

Supabase provides a PostgreSQL database that can be seamlessly connected to Bold BI using its built-in PostgreSQL connector. This guide walks you through the steps required to connect and validate the integration without the need for a separate Supabase driver. The process involves leveraging the Supabase Session Pooler, which supports IPv4 connectivity and identifies projects via a project-qualified PostgreSQL username.

Prerequisites

Before proceeding, ensure you have the following:

• An active Supabase project with a PostgreSQL database.
• A table containing either test or production data.
• Access to the Supabase project connection parameters (Host, Port, Database, and User values).
• A Bold BI account with permissions to create data sources.
• Outbound network access from the Bold BI server to the Supabase pooler on port 5432.

Steps to Implement

1. Create and Validate the Supabase Table

1. Open your Supabase project.
2. Navigate to the SQL Editor in the left-hand menu.
3. Create the required table and insert sample data using SQL commands.
4. Run a SELECT query to confirm the table and data are properly set up:

   SELECT * FROM public.<table_name>;
   

   Replace <table_name> with the name of your table.
5. Verify the query results to ensure that the table exists and contains the data.

2. Obtain the PostgreSQL Connection Details

1. In your Supabase project, click on the Connect button at the top of the dashboard.
2. In the Connect to your project panel, select Direct - Connection string. Avoid selecting the Framework instructions.
3. Choose Session Pooler and click on View parameters.
4. Copy the Host, Port, Database, and User values exactly as they appear.
   
   

Note: Ensure you select the Direct - Connection string option and not the Framework option for accessing the database connection details.

3. Configure the Connection in Bold BI

1. Log in to your Bold BI account.
2. Navigate to the data source configuration panel.
3. Choose PostgreSQL as the data source type.
4. Enter the following details in the respective fields:
   • Server Name: Use the Host value obtained from the Supabase Session Pooler.
   • Port: Use the Port value (default is 5432).
   • Database Name: Enter the name of your Supabase database.
   • Username: Use the User value from the Supabase connection details.
   • Password: Enter the password associated with the user.
5. Test the connection to ensure it is successful.
6. Once validated, save the connection to create the data source.

Additional Tips

• Ensure your Bold BI server has outbound access to the Supabase Session Pooler host on port 5432.
• Enable SSL for a secure connection.
• Use Live mode for real-time data and Extract mode for scheduled refreshes and reduced source load.