How to connect Amazon QuickSight to SAS xpt Data

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect AI, you get cloud-to-cloud access to SAS xpt data for visualizations, dashboards, and more. This article shows how to connect to SAS xpt in Connect AI and build dashboards in Amazon QuickSight with access to SAS xpt data.

CData Connect AI provides a pure cloud-to-cloud interface for SAS xpt, allowing you to allowing build visualizations from SAS xpt data in Amazon QuickSight. By importing your SAS xpt data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Configure SAS xpt Connectivity for Amazon QuickSight

Connectivity to SAS xpt from Amazon QuickSight is made possible through CData Connect AI. To work with SAS xpt data from Amazon QuickSight, we start by creating and configuring a SAS xpt connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "SAS xpt" from the Add Connection panel

3. Enter the necessary authentication properties to connect to SAS xpt.

   Connecting to Local SASXpt Files

   You can connect to local SASXpt file by setting the URI to a folder containing SASXpt files.

   Connecting to S3 data source

   You can connect to Amazon S3 source to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the folder within your bucket that you would like to connect to.
   • AWSAccessKey: Set this to your AWS account access key.
   • AWSSecretKey: Set this to your AWS account secret key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).

   Connecting to Azure Data Lake Storage Gen2

   You can connect to ADLS Gen2 to read SASXpt files. Set the following properties to connect:

   • URI: Set this to the name of the file system and the name of the folder which contacts your SASXpt files.
   • AzureAccount: Set this to the name of the Azure Data Lake storage account.
   • AzureAccessKey: Set this to our Azure DataLakeStore Gen 2 storage account access key.
   • TemporaryLocalFolder: Set this to the path, or URI, to the folder that is used to temporarily download SASXpt file(s).
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add SAS xpt Connection page and update the User-based 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.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to SAS xpt data from Amazon QuickSight.

Import SAS xpt Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the connection to SAS xpt in Connect AI, importing the dataset into SPICE, and building a simple visualization from the data.

1. Log into Amazon QuickSight and click "Manage data."
2. Click "Now data set," select SQL Server as the data source, configure the connection to your Connect AI instance, and click "Create data source."
3. Select a table to visualize (or subait a custom SQL query for your data).
4. Click "Edit/Preview data" to customize the data set.
5. Select "Import to SPICE for quicker analytics" and click "Visualize."
6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

1. Navigate to the QuickSight home page.
2. Click "Manage data."
3. Select the data set you wish to refresh.
4. Click "Schedule refresh."
5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

Live Access to SAS xpt Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to SAS xpt data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Connect AI page.