Data Connections

On the Data Connections page, create and share data connections with users in your company to use in Designer.

To go to the page, click Data Connections on the navigation bar.

Add a Connection

1.  On the Data Connections page, click Add New.
2. Click Connection and select a connection type:

Microsoft SQL Server 

1. In Name, type a connection name.
2. Type the SQL database host name in Host.
3. Select an authentication option:
   • Use Windows authentication: Use the default credentials or enter specific credentials for the data connection.
   • Use SQL Server authentication: Enter server credentials. Pipe characters are not supported in passwords.
4. (Optional) Click Test Connection. A connection verification or failure message displays. A connection can be saved if the test fails.
5. If you selected Use Windows authentication, select an option, then click Test:
   • Default: Use the default credentials for data connection testing. See Troubleshooting.
   • Use specific test credentials: Enter specific credentials for the data connection.
6. (Optional) Click Database to view a list of databases on the server. A list displays only if the connection test was successful.
   • Click a database to set it as the default database for this connection.
   • Click Type a database name and type the name of database on the server. Ensure the name contains a '\' in the server name, such as RM-LT-013\SQLEXPRESS2.
7. Click Save.

Oracle

All fields are required. After you complete required information, test the connection.

1. In Name, type a connection name.
2. In Host, type the Oracle server host name or IP address.
3. Type the name of the TNS-based application on the network in Service Name. This information is optional if only one service exists.
4. In Port, type the network listening port for the Oracle database. The default is 1521.
5. In Username and Password, type the user name and password for the data connection. Pipe characters are not supported in passwords.
6. (Optional) Click Test Connection. A connection verification or failure message displays. A connection can be saved if the test fails.
7. Click Save.

Other

1. In Name, type a name for the connection.
2. Paste the connection string in Connection String. Connection strings must be 212 characters or less.
3. Click Save.

View Saved Connections

Connection tests on a multi-node configuration of Alteryx Server

A multi-node configuration of Alteryx Server consists of a controller and two or more worker machines. In this configuration, connection testing tests the connection on the controller machine, not the individual worker machines.

Any of the available worker machines could be used to run a workflow. To ensure that the connection will work on any of the machines, confirm that the same database drivers and driver versions are installed on each machine.

Failed connection tests

A connection can still be saved if the connection test fails. Tests may fail for various reasons including:

• You do not have access to the server or database. For example, only the connection end user may have authority to access the server or database.
• Network security prevents you from connecting to the server or database.

Share a Connection

After you create a Data Connection, return to the Data Connections page to share the connection with users to use in Designer.

1. On the Data Connections page, click the name of the connection you want to share.
2. In the Edit Data Connections window, click Users and Studios.
3. Type the name of a user or subscription. A list appears as you type.
4. Select a user or subscription.

To revoke a user's access to a connection, click X next to the user's name.

The user or studio you share the connection with are listed on Edit Data Connections > Users and Studios.

Edit or Delete a Connection

To edit a connection:

1. On the Data Connections page, click a data connection.
2. In the Edit Data Connections window, edit information in Name or Connection String.
3. Click OK.

To delete a connection, select the trash icon next to the connection name.

Use the Gallery REST API to Access Gallery Data

Use the Gallery REST API to access data from your private Gallery:

• Data connections created in the Gallery.
• System data connections created on the server on which Server is installed.
• Workflows.
• Package of a workflow or application.