Alteryx

This page outlines the steps that are required to use Alteryx with Connect AI. These instructions include Alteryx Desktop and Alteryx Cloud editions.

Prerequisites

Before you connect, you must first do the following:

• Connect a data source to your Connect AI account. See Sources for more information.
• Generate a Personal Access Token (PAT) on the Settings page. Copy this down, as it acts as your password during authentication.
• If you are connecting to Connect AI using Alteryx Desktop, you must have the Microsoft ODBC Driver for SQL Server installed. Click here for the download.

Connect to Connect AI from Alteryx Desktop

To establish a connection from Alteryx Desktop to the Connect AI Virtual SQL Server API, follow these steps.

1. Set up an account in Alteryx.

2. Drag and drop a new Input Data tool onto the workflow.

   
3. While the Input Data tool is selected, click Set Up a Connection in the navigation pane. A Data connections dialog appears.

4. Click Data sources. Select Microsoft SQL Server > **Quick connect.

   
5. In the Connection Manager dialog, click New.

6. In the New Data Source dialog, enter the following information:

   • Data Source Name—Microsoft SQL Server ODBC DSN-less.
   • Driver—select ODBC Driver 18 for SQL Server from the drop-down list.
   • Server—tds.cdata.com,14333
   • Database—enter the Connection Name of the Connect AI data source you want to connect to (for example, Salesforce1).

   
7. Click Save. Then click Connect Credential.

8. In Connections, enter the following:

   • Authentication Method—select Username and password.
   • Credential—select Create New Credential.
   • Credential Name—enter a name to identify the credential.
   • Username—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, [e-mail].
   • Password—enter the PAT you generated on the Settings page.
9. Click Test Connection. If successful, click Create and link.

10. Connect with your credentials.

11. 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 want to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to your data source, 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.

    
12. To further customize the 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 data desired.

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

    

Connect to Connect AI from Alteryx Cloud

To establish a connection from Alteryx Cloud to the Connect AI Virtual SQL Server API, follow these steps.

1. Sign in to your Alteryx Cloud account.

2. Click Create Connection.

3. Search for Microsoft SQL Server and the click the data source. A Create Connection dialog appears.

   
4. Enter the following information:

   • Connection Name—the name of your data connection for display purposes.
   • Host—tds.cdata.com
   • Port—14333
   • Username—enter your Connect AI username. This is displayed in the top-right corner of the Connect AI interface. For example, [e-mail].
   • Password—enter the PAT you generated on the Settings page.
5. Click Test Connection to test.

6. Click Create to save your successful connection.

7. In the Connections screen, click Browse Data. You can now work with the connected data.