Prepare, Blend, and Analyze EnterpriseDB Data in Alteryx Designer

The CData ODBC Driver for EnterpriseDB enables access to live data from EnterpriseDB under the ODBC standard, allowing you work with EnterpriseDB data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to EnterpriseDB data using an ODBC connection in Alteryx Designer to perform self-service BI, data preparation, data blending, and advanced analytics.

The CData ODBC drivers offer unmatched performance for interacting with live EnterpriseDB data in Alteryx Designer due to optimized data processing built into the driver. When you issue complex SQL queries from Alteryx Designer to EnterpriseDB, the driver pushes supported SQL operations, like filters and aggregations, directly to EnterpriseDB and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze EnterpriseDB data using native Alteryx data field types.

Connect to EnterpriseDB Data

1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
   
   

   The following connection properties are required in order to connect to data.

   • Server: The host name or IP of the server hosting the EnterpriseDB database.
   • Port: The port of the server hosting the EnterpriseDB database.

   You can also optionally set the following:

   • Database: The default database to connect to when connecting to the EnterpriseDB Server. If this is not set, the user's default database will be used.

   Connect Using Standard Authentication

   To authenticate using standard authentication, set the following:

   • User: The user which will be used to authenticate with the EnterpriseDB server.
   • Password: The password which will be used to authenticate with the EnterpriseDB server.

   Connect Using SSL Authentication

   You can leverage SSL authentication to connect to EnterpriseDB data via a secure session. Configure the following connection properties to connect to data:

   • SSLClientCert: Set this to the name of the certificate store for the client certificate. Used in the case of 2-way SSL, where truststore and keystore are kept on both the client and server machines.
   • SSLClientCertPassword: If a client certificate store is password-protected, set this value to the store's password.
   • SSLClientCertSubject: The subject of the TLS/SSL client certificate. Used to locate the certificate in the store.
   • SSLClientCertType: The certificate type of the client store.
   • SSLServerCert: The certificate to be accepted from the server.

   When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

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 tot he end of the page and click on "ODBC" under "Generic connection"
6. Select the DSN (CData EnterpriseDB Source) 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 EnterpriseDB, 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.

If you wish to further customize your 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 EnterpriseDB data you want .

With the query defined, you are ready to work with EnterpriseDB data in Alteryx Designer.

Perform Self-Service Analytics on EnterpriseDB Data

You are now ready to create a workflow to prepare, blend, and analyze EnterpriseDB data. The CData ODBC Driver performs dynamic metadata discovery, presenting data using Alteryx data field types and allowing you to leverage the Designer's tools to manipulate data as needed and build meaningful datasets. In the example below, you will cleanse and browse data.

1. Add a data cleansing tool to the workflow and check the boxes in Replace Nulls to replace null text fields with blanks and replace null numeric fields with 0. You can also check the box in Remove Unwanted Characters to remove leading and trailing whitespace.
2. Add a browse data tool to the workflow.
3. Click to run the workflow (CTRL+R).
4. Browse your cleansed EnterpriseDB data in the results view.

Thanks to built-in, high-performance data processing, you will be able to quickly cleanse, transform, and/or analyze your EnterpriseDB data with Alteryx.