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Prepare, Blend, and Analyze FinancialForce Data in Alteryx Designer

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

The CData ODBC Driver for FinancialForce enables access to live data from FinancialForce under the ODBC standard, allowing you work with FinancialForce data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to FinancialForce 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 FinancialForce data in Alteryx Designer due to optimized data processing built into the driver. When you issue complex SQL queries from Alteryx Designer to FinancialForce, the driver pushes supported SQL operations, like filters and aggregations, directly to FinancialForce 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 FinancialForce data using native Alteryx data field types.

Connect to FinancialForce 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.

    There are several authentication methods available for connecting to FinancialForce: login credentials, SSO, and OAuth.

    Authenticating with a Login and Token

    Set the User and Password to your login credentials. Additionally, set the SecurityToken. By default, the SecurityToken is required, but you can make it optional by allowing a range of trusted IP addresses.

    To disable the security token:

    1. Log in to FinancialForce and enter "Network Access" in the Quick Find box in the setup section.
    2. Add your IP address to the list of trusted IP addresses.

    To obtain the security token:

    1. Open the personal information page on FinancialForce.com.
    2. Click the link to reset your security token. The token will be emailed to you.
    3. Specify the security token in the SecurityToken connection property or append it to the Password.

    Authenticating with OAuth

    If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See the OAuth section in the Help for an authentication guide.

    Connecting to FinancialForce Sandbox Accounts

    Set UseSandbox to true (false by default) to use a FinancialForce sandbox account. Ensure that you specify a sandbox user name in User.

    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 new input data tool and under Connect a File or Database, select Database Connection -> New ODBC Connection.
  5. Select the DSN that you configured for use in Alteryx.
  6. In the wizard that opens, select the fields you wish to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to FinancialForce, 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 driver.
  7. 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 FinancialForce data you want.

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

Perform Self-Service Analytics on FinancialForce Data

You are now ready to create a workflow to prepare, blend, and analyze FinancialForce 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 FinancialForce 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 FinancialForce data with Alteryx.