Analyze Attio Data in SAP Analytics Cloud

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to create an OData API on top of Attio data and visualize Attio data in SAP Analytics Cloud.

SAP Analytics Cloud is a cloud-based business intelligence platform. CData Connect AI creates a pure, cloud-to-cloud connection to Attio and can be used to generate an OData API (natively supported in Analytics Cloud) for Attio. By pairing SAP Analytics Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI as you would any other OData service and get instant, consolidated access to all of your data.

In this article, we walk through connecting to Attio from SAP Analytics Cloud (through CData Connect AI) to create a model and build a simple dashboard.

Connect to Attio from SAP Analytics Cloud

To work with live Attio data in SAP Analytics Cloud, we need to connect to Attio from Connect AI, provide user access to the connection, and create a Workspace for the Attio data.

Connect to Attio from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "Attio" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to Attio.

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

    Attio API Profile Settings

    Obtain your API key from your Attio account settings. Navigate to Settings > API Keys to generate and copy a new access token.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Attio Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Attio Endpoints for SAP Analytics Cloud

After connecting to Attio, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). The Workspaces page. Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the Attio connection (e.g. API1) and click Next. Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Attio data from SAP Analytics Cloud.

Create a Model of Attio Data in SAP Analytics Cloud

With the connection to Attio configured and the OData endpoint(s) created, we can create a Model for Attio data in SAP Analytics Cloud.

  1. Log into your Analytics Cloud instance and click Create -> Model from the menu.
  2. Choose "Get data from a datasource" and select "OData Services"
  3. Choose an existing connection to your Connect AI OData or Create a new one:
    • Set Connection Name
    • Set Data Service URL to the Base URL for your OData API: https://cloud.cdata.com/api/odata/{workspace_name}
    • Set Authentication Type to Basic Authentication
    • Set User Name to the Connect AI user (e.g. [email protected])
    • Set Password to the PAT for the above user
    Creating a new OData Services Connection
  4. Choose "Create a new query" and click Next
  5. Name the Execute, select an OData endpoint (like AttributeOptions) and click Next Choosing a Connect AI OData endpoint to query
  6. Drag the columns you wish to work with into the Selected Data workspace and click Create Selecting fields (columns) from the OData endpoint
  7. At this point, a Draft Data source is created; click the draft to finalize the model
  8. Perform any transformations, including creating calculated dimensions, location dimensions, and combining data sources, then click Create Model Finalizing the model
  9. Name your model and click OK

Build a Dashboard in SAP Analytics Cloud

With the model created, you are ready to create a dashboard in SAP Analytics Cloud based on Attio data.

  1. From the menu, click Create -> Story
  2. Click on SAP Analytics Template (this article uses the "Dashboard" template)
  3. Choose a layout and click Apply
  4. From the More menu, select a visualization to insert (Chart) Inserting a visualization
  5. Select a model to visualize
  6. Select a structure and the required Measures and Dimensions
  7. Save the store Saving the Story

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Attio data. For more information on creating OData feeds from Attio (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Attio data in SAP Analytics Cloud.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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