Manage Data Connections

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Current
Last modified: May 21, 2020

Create and manage your data connections from a central location. Use the Manage Data Connections window to view connections you created and connections shared with you, as well as add new connections.

To view and manage data connections at any time, select Options > Advanced Options > Manage Data Connections.

Shared Connections

Gallery Administrators can create data connections in your company's Private Gallery and share them with you to use in Alteryx Designer. To view and use shared connections, you must add your company's Gallery in Designer.

Add a Gallery

  1. In Designer, select File > Open Workflow > Add a Gallery.
  2. In URL, enter the URL path to your company's Gallery.
  3. Select Connect.
  4. Based on the Gallery configuration, authentication steps vary:
    • Built-in Authentication: Enter your Gallery email and password in Email and Password. Select Keep me logged in, if desired. Then, select Connect.
    • Windows Authentication: A user name displays. Select Continue to sign in.

The Gallery window opens in Designer. Browse or select Cancel to close the window.

Shared Gallery connections update when you open Alteryx Designer. After working in Designer, select Sync All to update Gallery connections. If a connection expires, sign in to the Gallery to re-establish the connection.

Add a New Connection

In the Manage Data Connections window, select Add Connection and select an option:

Microsoft SQL Server

When you select Microsoft SQL Server, Alteryx checks your computer for a SQL driver.

  • If a driver for connecting to SQL Server is installed, the SQL Server Database Connection window opens.
  • If the SQL Server Native Client driver is not installed, you are provided a link to install it.

See Microsoft SQL Server 2008, 2012, 2014, 2016, for more information about the driver.

  1. In Connection Name, enter a unique name for the connection.
  2. Select Connection Type and select an option:
    • User: Create a connection that only you can use.
    • System: Create a connection that can be shared. Open Alteryx Designer as an administrator on your computer. This option is only for Designer Admins.
  3. Select Host and select an option:
    • Add Field: Enter a host name.
    • Search network for SQL Server hosts: Prompt Alteryx to locate hosts in your network.
  4. Select an authentication option:
    • Use Windows authentication: Automatically uses your Windows login credentials.
    • Use SQL Server authentication: Use your credentials for the server. See Guided Connection Setup for more information on authentication requirements.
  5. Select Test to test the connection.
  6. After testing the connection, select Default Database to view a list of databases on the server. Select a database to set it as the default database for this connection.
  7. Select Done.
Oracle

When you select Oracle, Alteryx checks your computer for an Oracle driver.

  • If an Oracle driver is already installed, the Oracle Database Connection window opens.
  • If a driver is not installed, the Oracle Client Not Found message displays. Select a location with at least 2 GB of free space to install the Oracle Instant Client driver. Select Install.

See Oracle for more information about the driver.

  1. In the Oracle Database Connection window, in Connection Name, select an existing connection or type a name for a new connection.

    Data Source Name (DSN) connections configured in the ODBC driver are not listed. To configure ODBC and OLEDB connections, see ODBC and OLEDB Database Connections.

  2. Select Type and select an option:
    • User: Create a connection that only you can use.
    • System: Create a connection that can be shared. Open Alteryx Designer as an administrator on your computer. This option is only for Designer Admins.
  3. In Host, enter the Oracle server host name or IP address.
  4. In Port, enter the network listening port for the Oracle database. The default is 1521.
  5. Enter the name of the TNS-based application on the network in Service Name. This information is optional if only one service exists.
  6. In Credentials, enter your username and password for the data connection. See Guided Connection Setup for more information on authentication requirements.
  7. Select Test to test the connection.
  8. Select OK.
Other

To add a new data connection other than Microsoft SQL Server or Oracle...

  1. In the Manage Data Connections window, select Add Connection and select Other.
  2. Enter a unique name for the connection in Name.
  3. Select Connection Type and select an option:
    • User: Create a connection that only you can use.
    • System: Create a connection that can be shared. Open Alteryx Designer as an administrator on your computer. This option is only for Designer Admins.
  4. In Connection String, enter or paste the connection string. See Manual Connection Setup for more information on authentication requirements.
  5. Select Save.

Edit a Connection

You can edit the connections you created. You cannot edit connections shared with you via a Gallery. Only Admin users can edit System connections.

Edit Connections

  1. In the Manage Database Connections window, point to a connection and select the edit pencil.
  2. Edit connection details.
  3. In Password, enter the password you use to access the database. See Manual Connection Setup for more information on authentication requirements.
  4. Select Save.

Delete a Connection

You can delete connections you created. Gallery connections can only be deleted if access to the connection is revoked. Only Admin users can delete System connections.

  • In the Manage Data Connections window, point to a connection and select the delete icon.
  • Undo appears next to the connection. If desired, select Undo to cancel the deletion.

Troubleshooting

Why can't I see a data connection that my Alteryx Server Administrator shared with me?

You may be unable to see data connections for multiple reasons. Try one or more of these recommended actions.

  • Confirm that the Gallery is added to Alteryx Designer via File > Open Workflow > Add a Gallery.
  • Confirm that the Gallery connection is active. Try opening the Gallery from Designer via File > Open Workflow > Gallery link.
  • Select Sync All in the Manage Data Connections window to refresh the list of connections. Go to Options > Advanced Options > Manage Data Connections > Sync All.
  • Confirm that you can see existing Gallery connections in the Manage Data Connections window. Go to Options > Advanced Options > Manage Data Connections.

If you are unable to see any Gallery connections in the Manage Data Connections window after trying the recommended actions, contact your Alteryx Server Administrator.

What does: "Error [IM002] [Microsoft] [ODBC Driver Manager] Data source name not found and no default driver specified," mean?

This error might appear because your computer uses a different version of a Microsoft SQL Server driver than the machine on which the data connection was created.

You must have the same, or a more recent, version of a Microsoft SQL Server driver installed on your computer. For example, the error message displays when your computer uses version 10.0 of a Microsoft SQL Server driver, and the machine on which the data connection was created uses version 11.0.

Can I share a data connection with other people on my team?

Users cannot directly upload data connections to share with others—that can only be done by the Alteryx Server Administrator. You can share the data connection details with another user to help them create the data connection in Designer on their computer.

See Input Data Tool and Output Data Tool to learn how to use data connections in a workflow. See Supported Data Sources and File Formats for more on the data platforms and databases you can connect to.

Alteryx also supports in-database connections. See Manage In-DB Connections.

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