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Data Sources

Data Sources are the connections between Frappe Insights and your databases or files. They allow Insights to access your data so you can analyze it, create reports, build dashboards, and share meaningful business insights with your team.

What is a Data Source?

A Data Source acts as a bridge between your data and Frappe Insights. Once a connection is established, Insights can read your data without modifying the original database, allowing you to perform analysis and create visualizations securely.

What You Can Do with a Data Source

After connecting a data source, you can:

  • Browse database tables and available datasets.
  • Create queries using the Query Builder or SQL Editor.
  • Analyze business data without writing complex SQL.
  • Create charts and interactive dashboards.
  • Share reports and dashboards with your team.

Supported Data Sources

Frappe Insights supports a variety of databases and file-based data sources.

Data Source Description
Site DB Automatically configured for Frappe and ERPNext sites, allowing immediate access to application data.
CSV / Excel Upload Import spreadsheet data for quick analysis without connecting to a database.
MariaDB / MySQL Connect directly to MariaDB or MySQL databases for reporting and analytics.
PostgreSQL Analyze data stored in PostgreSQL databases.
DuckDB Query and analyze local analytical datasets using DuckDB.
ClickHouse Connect to ClickHouse for high-performance analytics on large datasets.

Tip

You can connect multiple data sources within the same Insights instance, making it possible to analyze and compare information from different databases and files in one place.

Choosing the Right Data Source

  • Use Site DB when analyzing data from your Frappe or ERPNext application.
  • Use CSV or Excel Upload for one-time imports or spreadsheet-based reports.
  • Use MariaDB, MySQL, PostgreSQL, DuckDB, or ClickHouse when your data resides in external databases.

Note

If you are unsure which database your organization uses, contact your IT team or database administrator before creating a new data source.

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