Prepare, Blend, and Analyze Adobe Analytics Data in Alteryx Designer

Alteryx is a software platform that allows people to work with data more easily. When paired with CData Connect Cloud, Alteryx provides instant access to Adobe Analytics data from your data automation processes. This article demonstrates how to connect to Adobe Analytics using Connect Cloud and work with Adobe Analytics data in Alteryx.

CData Connect Cloud offers a dedicated SQL Server interface for Adobe Analytics, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, straight to Adobe Analytics. This harnesses server-side processing to rapidly retrieve the desired Adobe Analytics data.

Configure Adobe Analytics Connectivity for Alteryx

Connectivity to Adobe Analytics from Alteryx is made possible through CData Connect Cloud. To work with Adobe Analytics data from Alteryx, we start by creating and configuring a Adobe Analytics connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Adobe Analytics" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Adobe Analytics.

   Adobe Analytics uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the "Getting Started" section of the help documentation for a guide.

   Retrieving GlobalCompanyId

   GlobalCompanyId is a required connection property. If you do not know your Global Company ID, you can find it in the request URL for the users/me endpoint on the Swagger UI. After logging into the Swagger UI Url, expand the users endpoint and then click the GET users/me button. Click the Try it out and Execute buttons. Note your Global Company ID shown in the Request URL immediately preceding the users/me endpoint.

   Retrieving Report Suite Id

   Report Suite ID (RSID) is also a required connection property. In the Adobe Analytics UI, navigate to Admin -> Report Suites and you will get a list of your report suites along with their identifiers next to the name.

   After setting the GlobalCompanyId, RSID and OAuth connection properties, you are ready to connect to Adobe Analytics.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Adobe Analytics Connection page and update the User-based permissions.

Connect to Adobe Analytics from Alteryx

Once you establish a connection to Adobe Analytics in Connect Cloud, you are ready to work with Adobe Analytics data in Alteryx. To begin, download the ODBC Driver for CData Connect.

1. In the ODBC Driver for CData Connect, select OAuth and click Test Connection. Then enter your CData Connect Cloud Credentials and Sign in.
2. Open Alteryx Designer and create a new workflow.
3. Drag and drop a new input data tool onto the workflow.
4. Click the drop down under Connect a File or Database and select the Data sources tab.
5. Navigate to the end of the page and click on ODBC under Generic connection.
6. Select the DSN that you configured for use in Alteryx.
7. 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 wish 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.

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.

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

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