Prepare, Blend, and Analyze SFTP Data in Alteryx Designer

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SFTP ODBC Driver

The SFTP ODBC Driver is a powerful tool that allows you to connect with live data from remote files and directories, directly from any applications that support ODBC connectivity.

Access remote data like you would a database through a standard ODBC Driver interface.



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

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

Connect to SFTP 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.

    SFTP can be used to transfer files to and from SFTP servers using the SFTP Protocol. To connect, specify the RemoteHost;. service uses the User and Password and public key authentication (SSHClientCert). Choose an SSHAuthMode and specify connection values based on your selection.

    Set the following connection properties to control the relational view of the file system:

    • RemotePath: Set this to the current working directory.
    • TableDepth: Set this to control the depth of subfolders to report as views.
    • FileRetrievalDepth: Set this to retrieve files recursively and list them in the Root table.
    Stored Procedures are available to download files, upload files, and send protocol commands. See gdatamodel for more on using SQL to interact with 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 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 SFTP, 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 SFTP data you want.

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

Perform Self-Service Analytics on SFTP Data

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