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Alexander Leibzon

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Beschreibung

Data exploration and visualization is vital to Business Intelligence, the backbone of almost every enterprise or organization. Redash is a querying and visualization tool developed to simplify how marketing and business development departments are exposed to data. If you want to learn to create interactive dashboards with Redash, explore different visualizations, and share the insights with your peers, then this is the ideal book for you.

The book starts with essential Business Intelligence concepts that are at the heart of data visualizations. You will learn how to find your way round Redash and its rich array of data visualization options for building interactive dashboards. You will learn how to create data storytelling and share these with peers. You will see how to connect to different data sources to process complex data, and then visualize this data to reveal valuable insights.

By the end of this book, you will be confident with the Redash dashboarding tool to provide insight and communicate data storytelling.

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Seitenzahl: 155

Veröffentlichungsjahr: 2018

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Redash v5 Quick Start Guide
Create and share interactive dashboards using Redash
Alexander Leibzon
Yael Leibzon
BIRMINGHAM - MUMBAI

Redash v5 Quick Start Guide

Copyright © 2018 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Commissioning Editor: Sunith ShettyAcquisition Editor:Siddharth MandalContent Development Editor:Kirk DsouzaTechnical Editor: Jinesh TopiwalaCopy Editor: Safis EditingProject Coordinator: Hardik BhindeProofreader: Safis EditingIndexer:Rekha NairGraphics: Jason MonteiroProduction Coordinator:Shantanu Zagade

First published: September 2018

Production reference: 1290918

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-78899-616-7

www.packtpub.com

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Foreword

It's amazing to realize that Redash started five years ago. It started as a hackathon project, which was open sourced two months later. I remember getting excited about the first 5 companies that started using Redash.

Today, Redash is a company on its own, and there are over 4500 teams around the world using Redash, both the open source project and the SaaS service. Reading the first book on Redash is another important milestone in Redash’s maturity.

Alexander and Yael are great candidates to write the book. Alexander contributed code to the project and is very familiar with its internals, while Yael used it in various data projects for multiple companies since the early days of Redash.

I hope you will find this book useful, and it will help you start using Redash. You should also remember that Redash is an active open source project, which means it keeps evolving constantly. I suggest that you familiarize yourself with the knowledge base along with the active community. Happy querying!

Arik Fraimovich,Redash Creator/Founder

Contributors

About the authors

Alexander Leibzon is a software infrastructure consultant and backend software developer with over 15 years' experience in the software development industry.

Alexander is a contributor to Redash and several other open source projects.

Prior to becoming an independent consultant, Alexander was a data infrastructure engineer at EverythingMe, the company where Redash was initially developed during a hackathon.

Alexander holds a BSc degree in physics and computer science.

I would like to thank my wife Yael, and kids for their patience and support throughout the writing process of the book, Arik for creating Redash, Kirk for keeping me on track with the schedule, and Tal for very helpful reviews.

Yael Leibzon is a data analyst with 8 years' experience in the industry. Yael has been an extensive user of Redash for over 3 years.

Yael holds an MSc in biomedical engineering. During Yael's academic research , Yael developed finite element computational models, which were published in biomedical literature.

I would like to thank my husband, Alexander, for giving me the opportunity to write this book with him and for his enormous support and never-ending motivation. I would like to thank my children for keeping me happy through tough deadlines. Finally, I'd like to thank the Packt publishing team and reviewers of this book.

About the reviewer

Arik Fraimovich created Redash as a hackathon project while working for EverythingMe in 2013. He founded the Redash company in 2015 to make sure Redash has a sustainable future. Arik is also a developer and entrepreneur, developing software professionally for over 15 years and has passion for solving real users' problems.

Tal Maizels is a chief technology officer with extensive experience in the marketing and advertising industry. Tal has led projects and teams in start-ups for the last 10 years in the fields of EdTech, consumer networks, and finance. An IT professional with a BSc in computer science and mathematics from Bar-Ilan University, Tal has over 20 years' experience in software development, design, and management, and is skilled in mobile applications, Java, Software as a Service (SaaS), Continuous Integration, and Scrum.

Packt is searching for authors like you

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Table of Contents

Title Page

Copyright and Credits

Redash v5 Quick Start Guide

Packt Upsell

Why subscribe?

PacktPub.com

Foreword

Contributors

About the authors

About the reviewer

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

To get the most out of this book

Download the example code files

Conventions used

Get in touch

Reviews

Introducing Redash

Data challenges experienced by companies on a daily basis

An example dashboard

Ideal tools for targeting challenges

Meeting Redash

What exactly is Redash?

Redash architecture

Summary

Installing Redash

Sizing – choosing the right machine to do the job

Installation options and installation walkthrough

Installation options

AWS-predefined image

Launching an instance using Redash AMI

Launching an instance using Bitnami Redash AMI

Welcome to Redash setup page

GCE-Predefined image

Docker-based installation

Provisioning script installation

Explaining the setup.sh script

Troubleshooting

Configuration and setup

Email configuration

Using Google OAuth to log in to Redash

Redash environment settings

HTTPS (SSL) Setup

Permissions in Redash

Groups

Creating and editing groups

Creating users

Summary

Creating and Visualizing your First Query

Creating and testing the Data Source

Alternative static Data Source definition

Creating your first query

Creating the visualization

Creating the dashboard

Summary

Connecting to Data Sources

Supported Data Sources

Adding a new Redash Data Source

A detailed walk-through of the selected Data Sources

Connecting to PostgreSQL

Connecting to ElasticSearch

Connecting to MongoDB

Connecting to GoogleSpreadsheet

Connecting to Url

Connecting to Query Results (beta)

Connecting to Amazon Athena

Connecting to BigQuery

Connecting to Redshift

Connecting to DynamoDB

Summary

Writing and Executing Queries

Query listing

Query editor overview

Query operations

Creating a query

Editing a query

Forking a query

Archiving a query

Scheduling a query

Query results and filters

Query results

Query filters

Parametrized queries

Parameter settings

Query snippets

Alerts

Alert statuses

Creating Alerts

Alert destinations

Summary

Creating Visualizations

The benefits of visualizations

An overview of visualization types

Boxplot

Chart

Map (Choropleth map)

Cohort

Counter

Funnel

Map (Markers map)

Pivot table

Sankey

Sunburst sequence

Word cloud

Table

Visualizations in action

Creating and editing visualizations

Going over Redash visualizations

Boxplot

Chart

Map (Choropleth)

Cohort

Counter

Funnel

Map (Markers)

Pivot Table

Sankey

Sunburst sequence

Table

Word Cloud

Special actions on visualizations

Summary

Dashboards and Practical Tips

Dashboard how-tos

Creating/editing dashboards

Dashboard query filters, hashtags, and favorite dashboards

Dashboard-level filters

Dashboard hashtags

Favorite Dashboards

Sharing dashboards

Dashboard guidelines

Tips and tricks

Summary

Customizing Redash

Redash API

API authentication

API calls overview

API usage examples

Extending Redash code

Installing Redash for development

Installing a Docker-based developer environment

Initial dev setup

Dev use

Installing a regular developer environment

Installing dependencies

Installing the necessary Python packages

Node.js packages and assets

Redash configuration

Creating Redash operational database tables

Starting Redash's main processes

Running tests

Connecting to the remote server while running the frontend locally

Summary

Other Books You May Enjoy

Leave a review - let other readers know what you think

Preface

Redash is a relatively new player in the data querying and visualization ecosystem, yet it gains solid recognition levels as time passes by.

Redash was initially developed by developers who work with data to serve everyone who works with data. This concept remains the core of Redash, and the book's aims to expose that concept to the readers.

Who this book is for

The Book is for anyone who works with data, but it will best suit mixed data teams. Mixed means you have a developer, an analyst (optionally DBA/IT), and product. Those teams will benefit from all of Redash's features.

This book is intended for novices to intermediate-level Data Analysts and Developers.

Although as prior knowledge – nothing is really required, to get the most of the book you need to be fairly familiar with SQL syntax, as some linux knowledge is a great advantage.

What this book covers

Chapter 1, Introducing Redash, In this chapter you will get an overview of what exactly Redash is and what kind of problems Redash tries to solve.

Chapter 2, Installing Redash, In this chapter you will be walked through the installation process, there are several options to install Redash, all are covered.

Chapter 3,Creating and Visualizing your First Query, chapter for those who want to get right to the point ASAP; a brief overview of everything you need to get started immediately.

Chapter 4, Connecting to Data Sources, chapter that introduces the reader to all the DataSources that Redash can connect to, and their options.

Chapter 5, Writing and Executing Queries, a chapter that gives a walkthrough of Redash's query editor, that covers everything related to creating, editing and executing queries

Chapter 6, Creating Visualizations, chapter that will show all the possible visualization options in Redash, and guidse you on how to use them.

Chapter 7, Dashboards and Practical Tips, chapter that covers actions on Dashboards, and some useful general tips for Redash users.

Chapter 8, Customizing Redash, Chapter that covers the option to extend and customize Redash for your own specific needs.

To get the most out of this book

If you will be the maintainer of a self hosted redash service – you must be proficient with Linux , this will help you to get through

Chapter 2

,

Installing Redash

chapter.

If you will be using Redash to write and visualize queries only – then your minimal requirement will be SQL (no matter which).

If you wish to contribute back to redash, or extend its functionality – then Python and some JavaScript knowledge is required.

In all of the above cases – you can only benefit if you run the examples presented in the book.

from dev side – most of the benefits come from looking at the code!

Download the example code files

You can download the example code files for this book from your account at www.packtpub.com. If you purchased this book elsewhere, you can visit www.packtpub.com/support and register to have the files emailed directly to you.

You can download the code files by following these steps:

Log in or register at

www.packtpub.com

.

Select the

SUPPORT

tab.

Click on

Code Downloads & Errata

.

Enter the name of the book in the

Search

box and follow the onscreen instructions.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

WinRAR/7-Zip for Windows

Zipeg/iZip/UnRarX for Mac

7-Zip/PeaZip for Linux

The code bundle for the book is also hosted on GitHub athttps://github.com/PacktPublishing/Redash-v5-Quick-Start-Guide. In case there's an update to the code, it will be updated on the existing GitHub repository.

We also have other code bundles from our rich catalog of books and videos available athttps://github.com/PacktPublishing/. Check them out!

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "In case you prefer to have more control over the installation, you can choose Docker or manually run the bootstrap.shscript"

A block of code is set as follows:

root@ip-10-69-10-45:/home/bitnamiroot@ip-10-69-10-45:/home/bitnamitelnet 54.156.58.190 5432Trying 54.156.58.190...Connected to 54.156.58.190.Escape character is '^]'.^]telnet>

Any command-line input or output is written as follows:

ps -ef | grep redash

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "To create a new visualization, press the +New Visualization button"

Warnings or important notes appear like this.
Tips and tricks appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: Email [email protected] and mention the book title in the subject of your message. If you have questions about any aspect of this book, please email us at [email protected].

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.

Piracy: If you come across any illegal copies of our works in any form on the Internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

Reviews

Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!

For more information about Packt, please visit packtpub.com.

Introducing Redash

Nowadays, every business creates vast amounts of data. Whether it’s plain logs, usage statistics, or user data, businesses tend to store it.

But without proper analysis and usage, this data just occupies space (S3s, self-hosted Hadoop clusters, regular RDBMS, and so on) and resources (someone must maintain the servers; otherwise, the data is lost).

The ultimate goal is to try to make the data work for the benefit of the company.

Data analysis rapidly expands beyound the domain of enclosed research departments and penetrates almost every department along the company's verticals.

The trend is that data insights move from business-supporting to business-generating roles.

In this chapter, we will cover the following topics:

Data challenges experienced by companies on a daily basis

Ideal tools to target challenges

Meeting Redash

Redash architecture

Data challenges experienced by companies on a daily basis

Let's have a look at an abstract example of a social gaming company and it's use of data:

CEO/SVPs use generic knowledge of company revenues, pre-defined KPIs (new daily users/daily active users/churn rate)

The marketing/business development departments use conversion funnels/campaign traction/pre-defined KPIs/growth rate/revenues (usually also sliced by department/game type/geolocation).

The finance department uses various revenue breakdowns (by department/by external clients, and so on)

The sales department uses revenues by campaigns breakdown (for better campaign evaluation)

The product department uses statistics/growth rate/feature popularity/new daily users (to find out whether a specific feature attracts more users/revenue (with at least the same slicing as marketing)

Customer support/QA/developers deal with bug rates/user reviews/usage statistics

Data analytics/data scientists require data on usage statistics

IT/DBAs/operations/infrastructure need information regarding load statistics/uptime/response SLAs/disk usage/CPU/memory (and other various system stats)

External (contractors/clients/partners) require daily/weekly/monthly reports of various business metrics

As you can see, all the different departments rely on data and have their own specific data needs.

We can also note that if we treat each need as abuilding block, we can reuse them across departments.

But data is not only about numbers. People like to get a real feel, and that's where visualization can come in handy, especially when there is a need to discover trends or spot anomalies. Most of the time, it's much easier to track everything through charts and graphs, even if they represent an abstract trend.