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Prepare, Blend, and Analyze AlloyDB Data in Alteryx Designer



Build workflows to access live AlloyDB data for self-service data analytics.

Alteryx is a software platform that allows people to work with data more easily. When paired with CData Connect Cloud, Alteryx provides instant access to AlloyDB data from your data automation processes. This article demonstrates how to connect to AlloyDB using Connect Cloud and work with AlloyDB data in Alteryx.

CData Connect Cloud offers a dedicated SQL Server interface for AlloyDB, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, straight to AlloyDB. This harnesses server-side processing to rapidly retrieve the desired AlloyDB data.

Configure AlloyDB Connectivity for Alteryx

Connectivity to AlloyDB from Alteryx is made possible through CData Connect Cloud. To work with AlloyDB data from Alteryx, we start by creating and configuring a AlloyDB connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "AlloyDB" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to AlloyDB.

    The following connection properties are usually required in order to connect to AlloyDB.

    • Server: The host name or IP of the server hosting the AlloyDB database.
    • User: The user which will be used to authenticate with the AlloyDB server.
    • Password: The password which will be used to authenticate with the AlloyDB server.

    You can also optionally set the following:

    • Database: The database to connect to when connecting to the AlloyDB Server. If this is not set, the user's default database will be used.
    • Port: The port of the server hosting the AlloyDB database. This property is set to 5432 by default.

    Authenticating with Standard Authentication

    Standard authentication (using the user/password combination supplied earlier) is the default form of authentication.

    No further action is required to leverage Standard Authentication to connect.

    Authenticating with pg_hba.conf Auth Schemes

    There are additional methods of authentication available which must be enabled in the pg_hba.conf file on the AlloyDB server.

    Find instructions about authentication setup on the AlloyDB Server here.

    Authenticating with MD5 Authentication

    This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to md5.

    Authenticating with SASL Authentication

    This authentication method must be enabled by setting the auth-method in the pg_hba.conf file to scram-sha-256.

    Authenticating with Kerberos

    The authentication with Kerberos is initiated by AlloyDB Server when the ∏ is trying to connect to it. You should set up Kerberos on the AlloyDB Server to activate this authentication method. Once you have Kerberos authentication set up on the AlloyDB Server, see the Kerberos section of the help documentation for details on how to authenticate with Kerberos.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add AlloyDB Connection page and update the User-based permissions.

Connect to AlloyDB from Alteryx

Once you establish a connection to AlloyDB in Connect Cloud, you are ready to work with AlloyDB data in Alteryx. To begin, download the ODBC Driver for CData Connect.

  1. In the ODBC Driver for CData Connect, select OAuth and click Test Connection. Then enter your CData Connect Cloud Credentials and Sign in.
  2. Open Alteryx Designer and create a new workflow.
  3. Drag and drop a new input data tool onto the workflow.
  4. Click the drop down under Connect a File or Database and select the Data sources tab.
  5. Navigate to the end of the page and click on ODBC under Generic connection.
  6. Select the DSN that you configured for use in Alteryx.
  7. 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.

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