How to connect PolyBase to Klipfolio

PolyBase for SQL Server allows you to query external data by using the same Transact-SQL syntax used to query a database table. When paired with the CData API Driver for ODBC, you get access to your Klipfolio data directly alongside your SQL Server data. This article describes creating an external data source and external tables to grant access to live Klipfolio data using T-SQL queries.

NOTE: PolyBase is only available on SQL Server 19 and above, and only for Standard SQL Server.

The CData ODBC drivers offer unmatched performance for interacting with live Klipfolio data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to Klipfolio, the driver pushes down supported SQL operations, like filters and aggregations, directly to Klipfolio and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with Klipfolio data, using a single query to pull data from distributed sources.

Connect to Klipfolio

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. To create an external data source in SQL Server using PolyBase, configure a System DSN (CData Klipfolio Sys is created automatically).

Start by setting the Profile connection property to the location of the Klipfolio Profile on disk (e.g. C:\profiles\Klipfolio.apip). Next, set the ProfileSettings connection property to the connection string for Klipfolio (see below).

Klipfolio API Profile Settings

In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

Click "Test Connection" to ensure that the DSN is connected to Klipfolio properly. Navigate to the Tables tab to review the table definitions for Klipfolio.

Create an External Data Source for Klipfolio Data

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.

CREATE MASTER KEY ENCRYPTION BY PASSWORD = 'password';

Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Klipfolio data.

NOTE: Since Klipfolio does not require a User or Password to authenticate, you may use whatever values you wish for IDENTITY and SECRET.

CREATE DATABASE SCOPED CREDENTIAL api_creds
WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for Klipfolio

Execute a CREATE EXTERNAL DATA SOURCE SQL command to create an external data source for Klipfolio with PolyBase:

• Set the LOCATION parameter , using the DSN and credentials configured earlier.

For Klipfolio, set SERVERNAME to the URL or address for your server (e.g. 'localhost' or '127.0.0.1' for local servers; the remote URL for remote servers). Leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_api_source
WITH ( 
  LOCATION = 'odbc://SERVER_URL',
  CONNECTION_OPTIONS = 'DSN=CData Klipfolio Sys',
  -- PUSHDOWN = ON | OFF,
  CREDENTIAL = api_creds
);

Create External Tables for Klipfolio

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Klipfolio data from your SQL Server instance. The table column definitions must match those exposed by the CData API Driver for ODBC. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

Sample CREATE TABLE Statement

The statement to create an external table based on a Klipfolio DataSources would look similar to the following:

CREATE EXTERNAL TABLE DataSources(
  Id [nvarchar](255) NULL,
  Name [nvarchar](255) NULL,
  ...
) WITH ( 
  LOCATION='DataSources',
  DATA_SOURCE=cdata_api_source
);

Having created external tables for Klipfolio in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to Klipfolio, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for Klipfolio and start working with live Klipfolio data alongside your SQL Server data today.