Upsolver Quickstart in 5 minutes

This guide provides a quick tour of Upsolver for first time users.

Welcome to Upsolver!

When you first log into Upsolver's free Community Edition, you will see a link to this guide. It provides you with a quick tour of Upsolver.

About this guide

The sample environment provides you with a pre-created Data Source that continuously parses data from an Amazon S3 bucket. Upsolver transforms the data and users can query the transformed data with SQL.

The free Community Edition offers limited compute. Contact Upsolver for more compute resources.

Upsolver Quickstart

Welcome to Upsolver! After signing up and logging in the Community Edition, you will see the Quickstart's welcome screen. Choose Sandbox for this Quickstart.

Create a Data Source

1. Welcome screen: start your Upsolver journey by creating a Data Source. We have set up sample streaming data in an Amazon S3 bucket with new files constantly being written to the bucket. Note: Upsolver provides many built-in Data Sources. Click Create Data Source to connect Upsolver to your data source.

2. Define data source bucket: select the Amazon S3 bucket that hosts where your data is located. Leave this option as the default value of upsolver-tutorials-orders Note: Upsolver supports all data formats. Click on NEXT.

3. Define data source format: Upsolver provides many options to parse your data. The Quickstart provides a subset of the options. Leave all values as default: GLOBAL FILE PATTERN is set to *. It means Upsolver will parse everything in a S3 bucket. DATE FORMAT is yyyy/MM/dd/HH. This is how objects are stored in the folders. For example: s3://upsolver-tutorial-orders/2021/01/16/15/35/<file_name>

You may see a sample of the files from defined bucket displayed on the right side of the screen. Optionally, you can identify the time you want to start ingesting from. We will leave all values as default and click on NEXT.

4. Preview sample data: Upsolver will display a sample of the data being parsed. You may click on each individual event to see a formatted record. Click on CREATE.

5. You have successfully created your first data source! 🎉 You will find a list of parsed fields on the left and data demographics and statistics as well. Click on each field to view the field's statistics.

Upsolver offers much more than this Quickstart. Contact Upsolver for a demo or a free POC with more compute power.

Create a queryable data output

1. Start creating the Upsolver Query Output: now we have a data source defined, click on NEW TABLE OUTPUT on the upper right hand corner to start transforming your data and output to Upsolver Query Output.

2. Define the Queryable Output: provide the data output with a NAME and define the DATA SOURCES(s) -where the data comes from. We will use the data source created in the previous section called upsolver-tutorials-orders. For this Quickstart, we will write to a new table. Leave all values as default and click on NEXT.

Add fields to your output

1. Add the following fields to your output by clicking on the + sign next to each field. These fields were parsed automatically when the Data Source was created. Leave data.netTotal and data.salesTax as DOUBLE when you map these fields to the output.

data.netTotal (DOUBLE)
data.salesTax (DOUBLE)

This step also allows you to change the name and data type of your fields when you output to your target system.

2. Click on Add Calculated Field to perform a simple data transformation.

Perform simple data transformations

Upsolver offers 200+ built-in transformations functions. You may use the UI or SQL to transform your data. Changes will be automatically synced between the two interfaces. Let's start by transforming data.orderDate to a TIMESTAMP format.

1. Transform data.orderDate from a STRING to TIMESTAMP.

  • Locate TO_DATE function and click on SELECT

  • Under DATETIME, locate the data.orderDate field and give it a NAME as order_date.

  • click on SAVE. Notice that the calculated field is automatically added to your listed output fields as data.order_date with TIMESTAMP data type.

2. We can use the SQL UI to add a simple calculation directly in SQL instead of using the UI. Click over to the SQL tab. Note: changes to the UI are automatically translated in the SQL statement. Changes in the SQL statement will be automatically reflected in the UI.

3. This step uses the SQL UI to directly calculate the total for each order. Add the following SQL to your pre-generated SQL statement (note that this aggregation can also be easily performed in the UI instead of SQL) data.netTotal + data.salesTax as order_total,on line 10 and WHERE data.eventType = 'ORDER' at the end of the statement. The SQL will look like the following after adding the aggregations and filter.

Below is the full SQL statement for your reference.

SET partition_date = UNIX_EPOCH_TO_DATE(time);
SET order_date = TO_DATE('data.orderDate');
// GENERATED @ 2021-01-25T18:28:15.707009Z
SELECT PARTITION_TIME(partition_date) AS partition_date:TIMESTAMP,
       time AS processing_time:TIMESTAMP,
       data.buyerEmail AS buyeremail:STRING,
       data.orderId AS orderid:STRING,
       data.netTotal AS nettotal:DOUBLE,
       data.salesTax AS salestax:DOUBLE,
       data.netTotal + data.salesTax as order_total, //add this line
       order_date AS order_date:TIMESTAMP
  FROM "upsolver-tutorials-orders"  
  WHERE data.eventType = 'ORDER' //add this line

4. Click on PREVIEW to make sure the data is as expected.

4. Click back to your UI view. Note: everything you've changed in SQL is automatically reflected in the UI. We're only scratching the surface of Upsolver data processing capabilities.

Output processed data to a table

1. Click on RUN on the upper right corner. Leave everything as its default values and provide a TABLE NAME. Click on NEXT.

2. Leave all the values as default. Note: you may use the slide bar to choose the time window you want to output your data from. Optionally, you can leave ENDING AT as Never to continuously stream new data into your Open Lake table. Click on DEPLOY.

3. Click on the PROGRESS tab to monitor the Data Output status. The output will take about 1-2 minutes to catchup to its current state. Wait for OUTPUT PROGRESS to start turning green.

4. The output will take about 1-2 minutes to catchup to its current event. After the data is caught up under PROGRESS, click on ERRORS to make sure everything is successful.

Explore transformed data in Open Lake worksheets

1. Click the CREATE WORKSHEET button on the upper right hand corner to start exploring the data that you've transformed and written to a table.

2. Expand the upsolver catalog and choose the sample_data schema. Click on the <table name> you've written to (from the step 1). You will see a sample of of your transformed data!

🎉 Congratulations! You have taken a quick tour of Upsolver. Contact us to start your Upsolver journey. Happy Upsolving!

Integrate with your cloud account

You have now explored Upsolver by using sample data. You may integrate with your own cloud environment and start transforming your own data!

Run CloudFormation stack to integrate

1. Navigate to INTEGRATE NOW from your Sandbox environment

2. Choose the cloud provider of your preference. In this example, we're going to use AWS.

Make sure you're already logged into your AWS account. If applicable, disable the popup blocker.

3. You will arrive at the integration page. Leave everything as default and click on CONTINUE.

4. Scroll down to your Create Stack page. Check the I acknowledge box and click on Create stack.

5. The stack creation process might take a minute or two. Keep refreshing until you see CREATE_COMPLETE.

6. Navigate back to Upsolver. Now you can start creating data sources and transform your own data!

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