Oracle | Eloqua Data Using Alteryx & DataDirect

If you're an Eloqua customer, on July 1st the new data retention policy goes into effect. Marketing activities more than two years old won't be retained in Eloqua, so, if you want that data, you'll have to keep it somewhere else. In this blog post, thanks to some really cool work by my colleagues and the folks over at Alteryx, we will walkthrough how to pull that data down with Alteryx and DataDirect Cloud. This current connection is facilitated by a third party ODBC driver from DataDirect Connectors. DataDirect has a 30 day trial whereby the ODBC driver can be downloaded for free. Alteryx also has a free trial that you can grab by going here.

Instructions:

  • Setup an account on data direct: https://www.progress.com/odbc/oracle-eloqua 
  • The credentials are already set up, so this account can be used to download the drivers on other machines. 
  • Follow the instructions on the site to download and install the driver.
  • The link will take you to the screen in the below screenshot. 
  • Please click on the ‘Windows x64’ link in the ODBC drivers section. 
  • This will prompt the download onto your machine, if you receive a security warning click on the on the driver download arrow on the right hand side and select ‘Keep’.
  • Once downloaded click on the DataDirect Cloud Driver install. 
  • This will open a new window, click next until you reach the below screenshot. In this window check ‘Create Default Data Source’, this will create a user DSN account in your ODBC admin automatically within Alteryx. 
  • Click ‘next’, ‘Install’ and ‘Done’ on the following windows. 
  • You can then open Alteryx and drag in an Input tool.
  • Click on the input tool and dropdown arrow to the database connection folder. Depending on the bit version of your machine, you can either select ‘Database Connection’ for x64 bit or 32 bit Database Connection for x32 bit. 
  • In the next window select ‘New ODBC Connection’ (Below screenshot).
  • You should then see the Data Source Name ‘DataDirect Cloud 2.0 (User)’
  • Click on the ODBC Admin button, which will open the ODBC Data Source Administrator. Highlight the ‘DataDirect Cloud 2.0’ Name and the hit Configure. 
  • In the General Tab enter the following information (You should only have to add the Database Name. This would have been created in the Data Direct account). 
  • You can then press ‘Test connect’ which will prompt the ‘Logon to Cloud’ window. In this window enter the ‘data direct cloud username’ and Password. Hit OK after you have done this. You should see ‘Connection established!’
  • On the security tab back in the ODBC Cloud Driver Setup, please enter in the Authentication section ‘Data Direct Cloud User Name’ as the username. You can leave the logon domain and Data source authentication blank. 
  • If you then click ‘Apply’ then ‘OK’ on the ODBC Cloud Driver Setup
  • You should still see the original ODBC Connection with the data source as ‘DataDirect Cloud 2.0 (User)’. In this windows just type in your Password for DataDirect, you can leave the username blank (we included this in the security tab in a previous step). 

 

  • This should then prompt you to ‘Choose Table or Specify Query’ within the visual Query Builder and now you can use Alteryx to make the most of your Eloqua Database!