Connecting an Azure SQL Database to Your Project

Connecting an Azure SQL Database to your project is a key step in leveraging the powerful capabilities of Streamline. This guide walks you through the process of integrating an Azure SQL data source and creating datasets for use in your workflows.

Note: This article is specific to Azure SQL. If you're connecting a different data source, check our Data Source Library for platform-specific instructions.

Part 1: Connect to an Azure SQL Data Source

Step 1: Go to the Integrations Page

From your dashboard, navigate to the Integrations tab on the left. Click + New connection on the page on the right.

Step 2: Select Azure SQL as Your Data Source Type

In the pop-up window, choose Azure SQL from the list of supported databases.

Give your connection a recognizable name (e.g., Production Azure SQL, Reporting DB) & fitting description. 

Tip: Pick a name that helps team members quickly identify the database’s purpose or environment. The description & name will be visible on the Integrations page. 

Step 3: Enter Azure SQL Connection Details

Input the following credential information for your Azure SQL instance:

Host (e.g., yourserver.database.windows.net)

Port

Username and Password

Name of the Database 

Note: Ensure that your firewall and network settings allow access to Azure SQL from Streamline.

Step 4: Choose your Schema

Choose the schema within that database you wish to work with (e.g., dbo, sales).

Step 5: Finalize the Connection

Click Connect to complete the integration. Your Azure SQL connection will now appear in the Integrations list.

Step 6: Explore Your Azure SQL Data

Once connected:

• Visit the Data Catalog to explore entities (tables) and fields available in your Azure SQL schema.
• Use filters or the search box to locate specific data elements.
• The Entity View displays tables, while the Data Field View lists individual columns with metadata like type and source.

Part 2: Create and Manage a Dataset from Azure SQL

Once your Azure SQL connection is active, you can start organizing your data into reusable datasets for your projects and workflows.

Step 1: Access the Datasets Section

Navigate to Datasets from the left-hand panel. Click + Create New Dataset.

Step 2: Define Dataset Basics

Name your dataset clearly.

Select your Azure SQL data source.

Choose a Primary Entity (table) from your Azure SQL schema. Assign a label to translate internal database terms into more user-friendly language.

Example: Use "Customer Info" instead of tbl_customer_data.

Step 3: Configure Field Access

On the next screen, review each field (column) and configure write access if needed.

Once ready, click Create to save the dataset.

Optional: Create a Dataset Directly from the Data Catalog

You can also build a dataset directly from the Azure SQL schema view:

• In the Data Catalog, select an entity (table).
• Click New Dataset from Entity.
• Customize the dataset by selecting fields or updating their classifications.

Optional: Add Related Entities

Want to enrich your dataset?

Click Add Related Entity to include related tables while building your dataset.

Streamline uses foreign key relationships to map them automatically.

You can add as many related entities as needed before finalizing the dataset.

Optional: Edit an Existing Dataset

To update a dataset:

Go to Datasets, locate the dataset, and click Edit.

You can:

• Add/remove related entities
• Change labels or field classifications
• Update data access settings

Click Next & Update to save changes.

Summary

By connecting your Azure SQL database and building tailored datasets, you ensure that your data is clean, accessible, and structured for workflows. Whether you're creating datasets from scratch or directly from the catalog, Streamline gives you full control over how your data is organized.

Need help? Check out our other articles or reach out to Support.