Learn more
 

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

Free Trial

In this article

Related articles

Prepare, Blend, and Analyze Sage 200 Data in Alteryx Designer


Build workflows to access live Sage 200 data for self-service data analytics.

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 Sage 200 data from your data automation processes. This article demonstrates how to connect to Sage 200 using Connect Cloud and work with Sage 200 data in Alteryx.

CData Connect Cloud offers a dedicated SQL Server interface for Sage 200, 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 Sage 200. This harnesses server-side processing to rapidly retrieve the desired Sage 200 data.

Configure Sage 200 Connectivity for Alteryx

Connectivity to Sage 200 from Alteryx is made possible through CData Connect Cloud. To work with Sage 200 data from Alteryx, we start by creating and configuring a Sage 200 connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sage 200" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Sage 200.
    • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
    • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Sage 200 Connection page and update the User-based permissions.

Connect to Sage 200 from Alteryx

Once you establish a connection to Sage 200 in Connect Cloud, you are ready to work with Sage 200 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.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!