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Mode

Mode

This page outlines the steps to connect Mode to the Connect AI Virtual SQL Server API.

Prerequisites

Before you connect, you must first do the following:

  • Connect a data source to your Connect AI account. See Sources for more information.
  • Generate a Personal Access Token (PAT) on the Settings page. Copy this down, as it acts as your password during authentication.

Connect to Connect AI

To establish a connection from Mode to the Connect AI Virtual SQL Server API, follow these steps.

  1. Log in to Mode.

  2. On the Discover page of Mode, click Connect a Database.

  3. On the next screen, select Microsoft SQL Server.

  4. Enter the following Microsoft SQL Server settings.

    • Display name—enter the name of your connection for display purposes.
    • Host—tds.cdata.com
    • Port—14333
    • Database name—enter the Connection Name of the Connect AI data source you want to connect to (for example, Salesforce1).
    • Username—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, test@cdata.com.
    • Password—enter the PAT you generated on the Settings page.

    Leave the rest of the connections settings at their default values unless you need to modify them.

  5. Click Connect. If the connection succeeds, a success message appears. Your connection is now available for use in Mode.

  6. Repeat the steps above to connect to additional Connect AI sources, changing the Database name for each one.

You can now create a Mode visualization with the Connect AI data. Follow the steps below.

  1. After your connection succeeds, click New Report. The SQL query text editor appears.

  2. Enter a SQL query for your data, such as SELECT * FROM [Sharepoint].[MyCustomList];.

  3. Click Run to run the query. The data appears below.

  4. Click +New chart to create visualizations from the data.