{"id":3596,"date":"2023-04-12T15:39:37","date_gmt":"2023-04-12T15:39:37","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/postgresql-and-planning-analytics\/"},"modified":"2026-01-15T18:08:54","modified_gmt":"2026-01-15T18:08:54","slug":"postgresql-and-planning-analytics","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/postgresql-and-planning-analytics\/","title":{"rendered":"How Do I Connect PostgreSQL to IBM Planning Analytics and Move Data Between Them?"},"content":{"rendered":"<p>Regardless of whether you are working with IBM Planning Analytics Workspace on cloud or Planning Analytics Workspace Local, an ODBC data source can be established so that you can use it as a process data source and therefore integrate your PA model with your organizations existing infrastructure. In this article I want to demonstrate how to easily: 1) connect to a PostgreSQL data source from IBM Planning Analytics, (2) query data and then (3) write data back to PostgreSQL.<\/p>\n<p><strong>PostgreSQL<\/strong> is a powerful, <a href=\"https:\/\/opensource.com\/resources\/what-open-source\">open-source<\/a> object-relational database system with 30+ years of active development that has earned it a formidable reputation for reliability, feature robustness, and performance.<\/p>\n<p><strong>PostgreSQL Sample Database<\/strong><\/p>\n<p>Like many database offerings, PostgreSQL provides a sample database named \u201cdvdrental\u201d\u00a0 which can be downloaded for free <a href=\"https:\/\/www.postgresqltutorial.com\/postgresql-sample-database\/\">here<\/a>. Once you have downloaded the file, you\u2019ll need to unpack it into its .tar format so that you can load the database into you PostgreSQL server. In an earlier post I provided instructions on how to do <a href=\"https:\/\/quebit.com\/askquebit\/quebit-products\/exploring-postgresql-with-pgadmin\/\">that<\/a>, so I\u2019ll assume that its already been done and move on to the next step.<\/p>\n<p><strong>ODBC<\/strong><\/p>\n<p>Open Database Connectivity (<em><strong>ODBC<\/strong><\/em>) is an open standard Application Programming Interface (API) for accessing a database and is by far the easiest method to connect Planning Analytics to a database). Like most databases, PostgreSQL offers a free ODBC driver that you can download and use to create and configure a DSN.<\/p>\n<p>First you need to install the PostgreSQL drivers:<\/p>\n<ol>\n<li>Download the latest 64-bit driver installer (zipped msi file) from the <a href=\"https:\/\/www.postgresql.org\/ftp\/odbc\/versions\/msi\/\">psqlodbc download site<\/a>.<\/li>\n<li>Unzip the file.<\/li>\n<li>Run the msi installer and accept the defaults.<\/li>\n<\/ol>\n<p>Once you have completed the above, you need to create and configure a SYSTEM DSN by opening <a href=\"https:\/\/docs.microsoft.com\/en-us\/sql\/odbc\/admin\/odbc-data-source-administrator?view=sql-server-ver15\">the ODBC Database Administrator application<\/a> and clicking on <strong>Add..<\/strong>.<\/p>\n<p>You should see the PostgreSQL drivers in the list. Select the x64 bit version:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2074 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ1-min.jpg\" alt=\"\" width=\"375\" height=\"260\" \/><\/p>\n<p><strong>Configuring the new DSN<\/strong><\/p>\n<p>On the <strong>ODBC Driver Setup<\/strong> dialog, you\u2019ll need to provide the following information.<\/p>\n<ul>\n<li>A name for the <strong>Data Source<\/strong>. I used \u201cPostgreSQL30\u201d<\/li>\n<li>Although providing the name of <strong>Database<\/strong> is optional, I entered \u201cdvdrental\u201d because that is the name of the sample database running on my PostgreSQL server.<\/li>\n<li>I just left <strong>Server<\/strong> blank (\u201cdefaulting\u201d to the localhost).<\/li>\n<li>For <strong>User Name<\/strong>, I entered \u201cpostgres\u201d, which is the default username\u00a0for all PostgreSQL servers (good enough for my proof of concept).<\/li>\n<li>For <strong>Port<\/strong>, I entered the default (5432).<\/li>\n<li>The\u00a0<strong>Password<\/strong> is the password I set for the default user (postgres).<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2075 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ2-min.jpg\" alt=\"\" width=\"578\" height=\"327\" \/><\/p>\n<p>Once you\u2019ve entered the details, click \u201c<strong>Test<\/strong>\u201d to make sure everything was entered correctly. If so, click <strong>Save<\/strong> (if you do not get a \u201cSucceeded\u201d message when you clicked Test, it most likely is due to a \u201ctypo\u201d in one of the values you entered).<\/p>\n<p><strong>Planning Analytics<\/strong><\/p>\n<p>Now that we have a data source set up for our PostgreSQL database, we can try to move some data back and forth between Planning Analytics and PostgreSQL. First, I will query the dvdrental database and use the query results to update a dimension. A dimension is\u00a0a list of related items, or \u201celements\u201d. In this example I want to create a dimension named \u201cActor\u201d which will be created from the data in the actor table, listing each actor as an element in the dimension.<\/p>\n<p><strong>TurboIntegrator<\/strong><\/p>\n<p><a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=resources-tm1-turbointegrator\">TurboIntegrator<\/a> includes\u00a0a series of functions that let you manipulate cubes, views, dimensions, elements, and other TM1 objects while importing data. You import data with TurboIntegrator by defining a process. A process is the TM1 object that allows you to use settings and scripting to accomplish your goals.<\/p>\n<p><strong>Set up the Data Source<\/strong><\/p>\n<p>When you create a new TurboIntegrator process, you start at the <strong>Data Source<\/strong> \u201cTab\u201d. The first thing that you need to do is select \u201cODBC\u201d as the <strong>Datasource Type<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2076 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ3-min.jpg\" alt=\"\" width=\"900\" height=\"633\" \/><\/p>\n<p>Once you select ODBC, you enter the Name of the ODBC DSN I created earlier (postgresql) and the corresponding \u201cUserName\u201d and \u201cPassword\u201d. Next, in the Query textbox, I can write a simple SQL query:<\/p>\n<p>SELECT actor_id, first_name, last_name FROM actor ORDER BY actor_id<\/p>\n<p><strong>Check the Variables<\/strong><\/p>\n<p>If you have a successful connection, you can see a preview of the data returned by the query on the Data Source tab and if you then click on the <strong>Variables<\/strong> tab, you\u2019ll see that TM1 has listed the fields returned by the query and named them using the table column names. You\u2019ll need to change the <strong>Contents<\/strong> selection to \u201cOther\u201d for each of the fields:<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2077 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ4-min.jpg\" alt=\"\" width=\"900\" height=\"180\" \/>\u00a0<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Add Script<\/strong><\/p>\n<p>Now it\u2019s time to write some code or \u201cscript\u201d. To start, I add the following script to the <strong>Prolog<\/strong> tab of the process:<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2078 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ5-min.jpg\" alt=\"\" width=\"730\" height=\"300\" \/>\u00a0<\/strong><\/p>\n<p>Since I selected ODBC on the Data Source tab, TM1 \u201cenabled\u201d the <strong>Metadata<\/strong> and <strong>Data<\/strong> tabs (under <strong>Advanced<\/strong>) so I can enter the following script in the <strong>Metadata<\/strong> tab:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2079 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ6-min.jpg\" alt=\"\" width=\"811\" height=\"277\" \/><\/p>\n<p><strong>Run The Process and See the Results<\/strong><\/p>\n<p>Once I run the process, I can see our new \u201cActor\u201d dimension:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2080 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ7-min.jpg\" alt=\"\" width=\"708\" height=\"731\" \/><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>Writing Back<\/strong><\/p>\n<p>To write data <em>back<\/em> to PostgreSQL (from Planning Analytics), we can create another TurboIntegrator process.<\/p>\n<p>Since this is just an exercise, the new process will be \u201chard coded\u201d in the <strong>Prolog<\/strong> tab to open the ODBC datasource and then send a SQL statement back to PostgreSQL.<\/p>\n<p>To \u201copen the connection\u201d we\u2019ll use the TM1 <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=otf-odbcopen\"><strong>ODBCOpen<\/strong><\/a> function:<\/p>\n<p>ODBCOpen(&#8216;PostgreSQL30&#8217;, &#8216;postgres&#8217;, &#8216;ItsASecrect&#8217;);<\/p>\n<p>Then, I can use the TM1 <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=otf-odbcoutput\"><strong>ODBCOutput<\/strong><\/a> function to execute a SQL statement that will insert a new actor into the actor table:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2071 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ8-min.jpg\" alt=\"\" width=\"884\" height=\"250\" \/><\/p>\n<p>The complete Prolog looks like this:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2072 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ9-min.jpg\" alt=\"\" width=\"900\" height=\"381\" \/><\/p>\n<p>Now if I run the process and then query the actor table, we should see our new actor:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2073 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/02\/PQ10-min.jpg\" alt=\"\" width=\"900\" height=\"242\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Regardless of whether you are working with IBM Planning Analytics Workspace on cloud or Planning Analytics Workspace Local, an ODBC data source can be established so that you can use it as a process data source and therefore integrate your PA model with your organizations existing infrastructure. In this article I want to demonstrate how&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[27],"tags":[32],"class_list":["post-3596","post","type-post","status-publish","format-standard","hentry","category-quebit-value","tag-sql"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Do I Connect PostgreSQL to IBM Planning Analytics and Move Data Between Them? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/postgresql-and-planning-analytics\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Connect PostgreSQL to IBM Planning Analytics and Move Data Between Them? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Regardless of whether you are working with IBM Planning Analytics Workspace on cloud or Planning Analytics Workspace Local, an ODBC data source can be established so that you can use it as a process data source and therefore integrate your PA model with your organizations existing infrastructure. 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