This page outlines the steps to connect Alteryx to the CData Connect Cloud Virtual SQL Server API.
Before you connect, you must first do the following:
- Connect a data source to your CData Connect Cloud account. See Connections for more information.
- Generate a Personal Access Token (PAT) on the Settings page. Copy this down, as it acts as your password during authentication.
Connecting to CData Connect Cloud
To establish a connection from Alteryx to the CData Connect Cloud Virtual SQL Server API, follow these steps.
In the ODBC Driver for CData Connect, select OAuth and click Test Connection. Then enter your CData Connect Cloud Credentials and Sign in.
Open Alteryx Designer and create a new workflow.
Drag and drop a new input data tool onto the workflow.
Click the drop down under Connect a File or Database and select the Data sources tab.
Navigate to the end of the page and click on ODBC under Generic connection.
Select the DSN that you configured for use in Alteryx.
In the wizard that opens, drag and drop the table to be queried in the Query Builder box. Select the fields by checking the boxes that you wish to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to your data source, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the connector.
To further customize the dataset, you can open the SQL Editor and modify the query manually, adding clauses, aggregations, and other operations to ensure that you are retrieving exactly the data desired.
With the query defined, you are ready to work with your data in Alteryx Designer.