Prepare, Blend, and Analyze Asana Data in Alteryx Designer



Build workflows to access live Asana 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 Asana data from your data automation processes. This article demonstrates how to connect to Asana using Connect Cloud and work with Asana data in Alteryx.

CData Connect Cloud offers a dedicated SQL Server interface for Asana, 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 Asana. This harnesses server-side processing to rapidly retrieve the desired Asana data.

Configure Asana Connectivity for Alteryx

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

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

    You can optionally set the following to refine the data returned from Asana.

    • WorkspaceId: Set this to the globally unique identifier (gid) associated with your Asana Workspace to only return projects from the specified workspace. To get your workspace id, navigate to https://app.asana.com/api/1.0/workspaces while logged into Asana. This displays a JSON object containing your workspace name and Id.
    • ProjectId: Set this to the globally unique identifier (gid) associated with your Asana Project to only return data mapped under the specified project. Project IDs can be found in the URL of your project's Overview page. This will be the numbers directly after /0/.

    Connect Using OAuth Authentication

    You must use OAuth to authenticate with Asana. OAuth requires the authenticating user to interact with Asana using the browser. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

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

Connect to Asana from Alteryx

Once you establish a connection to Asana in Connect Cloud, you are ready to work with Asana 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.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!

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