クイックスタートガイド
クイックスタートガイド
Connect a data source, explore it, and use it from AI or BI tools—in minutes.
Step 1: Sign In
- Go to https://cloud.cdata.com/.
- Sign in with your CData account.
No account? Click Sign Up for a free trial.
Step 2: Connect Your First Source
Example: Salesforce (OAuth)
- Open Sources > Add Connection > Salesforce.
- Select OAuth authentication (recommended).
- Provide:
- Client ID and Client Secret from Salesforce (Setup > App Manager > Your Connected App).
- Callback URL shown in Connect AI.
- Click Authorize and sign in with Salesforce.
- Test connection, and then Save.
Done! You can now query Account, Opportunity, Contact, and other objects in real time.
Example: Google BigQuery (OAuth)
- Open Sources > Add Connection > Google BigQuery.
- Sign in with your Google account.
- Select the project and dataset(s) to expose.
-
Test connection, and Save.
Your BigQuery datasets are now queryable via SQL, OData, and REST.
Other authentication options include Username/Password (legacy) and OAuth with Refresh Token for long-lived access.
Step 3: Explore and Query Your Data
- Open Explorer and select your source.
- Run a query:
SELECT Name, StageName, Amount FROM Opportunity WHERE CloseDate >= CURRENT_DATE - 90 ORDER BY Amount DESC;
Save as a *Derived View to reuse and share.*
Step 4: Create Derived Views
Derived Views are saved SQL definitions you can permission like tables.
CREATE DERIVED VIEW Sales.TopOpportunities AS
SELECT Name, StageName, Amount
FROM Opportunity
WHERE IsClosed = false AND CloseDate >= CURRENT_DATE - 90
ORDER BY Amount DESC
LIMIT 10;
Use *Scheduled Queries under Jobs to refresh cached results for heavy workloads.*
Step 5: Use Data in Your Tools
Power BI (SQL endpoint)
- Open Power BI Desktop and then select Get Data > SQL Server.
- Enter your Connect Cloud SQL endpoint (tds.cdata.com).
- Authenticate with your CData credentials.
- Select tables or derived views and build visuals.
Excel (OData)
- In Excel, select Data > Get Data > From Other Sources > From OData Feed.
- Paste your Connect Cloud OData endpoint (https://cloud.cdata.com/api/odata/{workspace_name}).
- Authenticate with your CData credentials and load data.
Tableau (OData or SQL)
- In Tableau, select Connect > OData Server (or SQL Server).
- Enter either the OData or SQL Server endpoint, authenticate, and start exploring.
AI and Apps (Rest/OpenAPI)
Expose any source as a secure API for custom apps and large language models (LLMs).
-
REST provides programmatic access from apps/agents:
GET https://cloud.cdata.com/api.rsc/Salesforce/Opportunity Authorization: Bearer <token>` -
OData v4 is used for BI tools and pagination/filtering:
GET https://cloud.cdata.com/odata/Salesforce/Opportunity?$top=100&$orderby=Amount desc -
OpenAPI generates clients and validates requests:
GET https://cloud.cdata.com/openapi/Salesforce
Step 6: Organize with Workspaces
- In Workspaces, Add Workspace and name the workspace (for example, Sales).
- Add sources and derived views needed by the team.
- Share with groups to grant access.
Step 7: Permissions by Need-to-Know
Control access at source, schema, table, or view level
| Permission | What it allows |
| SELECT | Read/query data |
| INSERT/UPDATE/DELETE | Write changes back (if source allows) |
| EXECUTE | Run procedures (such as refresh metadata) |
Security and Best Practices
- Rate limits: 100 requests/user/minute.
- IP allowlist: Restrict access to trusted networks.
- Logging & audit: Enable detailed logs for governance.
Troubleshooting
Connection failed? Verify credentials, network/VPN, and source API status.
- Missing tables? Refresh metadata on the source.
- Slow queries? Filter early, limit columns, and enable caching.
- Auth errors? Re-authorize OAuth and confirm scopes.
サポートについて
Connect AIEmbedded CloudCData Connect Spreadsheets の使用に関するサポートとして、主に2つのリソースをご利用いただけます。
- ステータスページ ：このページでは、アプリケーションサービスの現在のステータスおよびインシデントの履歴を確認できます。
- CData テクニカルサポート：こちらのフォームから、お気軽にお問い合わせください。
What’s New
See our Release Notes for new connectors, enhancements, and fixes.