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on 04-14-201603:04 PM- edited
2 weeks ago
How To: Connect to an ODBC Data Source
Alteryx can connect to databases using different methods. This guide will focus on setting up an ODBC connection to SQL server, however, the same general process can be followed to connect to any database via ODBC.
Alteryx Designer or Server.
ODBC driver for the database (if it is not currently present on your machine, you must download and install it prior to using this guide. The download links to many of the drivers can be found here . If you are unsure of where to get the driver or which driver to use please contact your IT or database admin for this information).
Procedure 2019.2 and later
Open Alteryx Designer and drag and drop the “Input Data” tool onto the canvas
Click the drop-down "Connect to a File or Database."
The Single Access Point data connections dialogue will open up. Choose the relevant data connection and select ODBC.
Click the drop-down to "Connect to a File or Database." Then select "Database Connection" > "New ODBC Connection…" The "Data Link Properties" window should appear.
Click the dropdown to “Connect to a File or Database.” Then select “Database Connection”->”New ODBC Connection…” The ODBC connection window should appear
A new window ODBC Connections will open
Click the “ODBC Admin” button to go to the Windows ODBC Administrator app to set-up the connection.
In the ODBC Data Source Administrator, click the “Add…” button to set-up the new connection. You will have the choice between adding a new Data Source using a User DSN or System DSN, see this KB article for more details on the difference.
You will be directed to a window to choose the driver to use for the connection.
Select the driver and click “Finish”
Select a name for this connection
Click the dropdown to find the SQL server you wish to connect to or type in the server name
On the next screen, choose which type of authentication you will be using:
You can choose between Integrated Windows authentication, Integrated Active Directory Authentication or login ID
Choosing Windows Authentication and Active Directory Integration requires no additional information as the user ID you are logged in to windows as will be recognized
Using login ID authentication will require you to enter the user ID and password.
The DBA or IT will be able with further details on the above settings
Once you’ve chosen your login method, click the “Next” button
Click “Next” through the menu screens. Change any optional settings via the menus if you wish to adjust them. Generally the default configuration should provide a successful connection, however in case of doubt feel free to check with your DBA.
After clicking the “Finish” button, click the "Test Data Source..." button
If the “TESTS COMPLETED SUCCESSFULLY!” dialogue appears, you have successfully set up your connection
Click “OK” twice to exit the connection wizard
Click “OK” to exit the ODBC administrator
In the alteryx ODBC connection window, select the Data Source Name you’ve just created. Enter a username and password if required (optional) and push “OK”
The Choose Table or Specify Query window should pop up. If there are tables already in the database, choose a table and push “OK”.
2019.2 and later
Upon successful connection, the ODBC connection will now appear under "recent"
Upon successful connection, the ODBC connection will now be stored in the “Input Data” tool’s initial dropdown