Redshift

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Prerequisites

• An Amazon Redshift cluster or Redshift Serverless workgroup
• A database user with appropriate access
• The cluster endpoint, port, and database name

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Connection setup

1. From your Basedash dashboard, click “Add Data Source”
2. Select “Redshift” as your data warehouse
3. Enter your connection details:
   • Database name
   • Username
   • Password
   • Host (the cluster endpoint, without the port and database)
   • Port (default: 5439)
   • SSL (recommended)
4. Click “Test Connection” to verify
5. Save your connection

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SSH tunnel

1. Follow the connection steps above
2. Enable “Connect via SSH” option
3. Add our IP (24.199.77.73) to your allowlist
4. Provide SSH connection details:
   • SSH host
   • SSH username
   • Set “Authentication method” to “Private key” (recommended) and upload your SSH private key. Password authentication is also supported.
5. Test and save the connection

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Required permissions

CREATE USER basedash PASSWORD '<strong-password>';
GRANT USAGE ON SCHEMA analytics TO basedash;
GRANT SELECT ON ALL TABLES IN SCHEMA analytics TO basedash;
ALTER DEFAULT PRIVILEGES IN SCHEMA analytics GRANT SELECT ON TABLES TO basedash;

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Best practices

• Use a read-only user for Basedash
• Enable SSL for secure connections
• Use workload management (WLM) queues to isolate Basedash queries
• Regularly rotate database credentials

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Troubleshooting

• Verify the cluster is publicly accessible, or connect through an SSH tunnel
• Check that the cluster’s security group allows inbound connections from the Basedash IP (24.199.77.73)
• Confirm the user has USAGE on each schema and SELECT on its tables

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Next steps: Add custom context

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When to add context

• Complex transformed data: When the AI needs help understanding data transformation logic
• Business-specific metrics: If calculated fields or KPIs need additional explanation
• Unclear naming conventions: When table or column names don’t clearly indicate their purpose