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MS SQL Server

The Microsoft SQL Server connection lets FunnelStory run read-only queries against SQL Server (or Azure SQL where supported) to back data models such as accounts, contracts, and usage summaries.

What FunnelStory uses it for

  • Data models — You supply T-SQL (or SQL Server–compatible SQL), validate it, and map columns to FunnelStory properties.

Before you connect

  • Network — Ensure the instance is reachable from FunnelStory’s servers (Allowed IP addresses), or use an SSH tunnel to a host that can reach SQL Server.
  • Permissions — Grant a dedicated login db_datareader (or equivalent SELECT only) on the databases or views you query.

Add the connection in FunnelStory

  1. Open Configuration → ConnectionsAdd connection, then choose Microsoft SQL Server.

  2. Complete the fields in the connection form:

Microsoft SQL Server connection form

FieldDescription
Connection nameLabel in FunnelStory.
HostServer hostname or IP.
PortSQL Server port (often 1433).
DatabaseInitial database / catalog.
UsernameSQL login.
PasswordSQL password.
SSH (optional)Tunnel-related fields if shown; see SSH tunnels.
  1. Click Validate, then Add Connection.

After you connect

Attach the connection to models and write queries in SQL Server dialect. For cross-dialect notes, see Writing queries.