Working with Data Sources

Monarch Data Prep Studio can connect to a number of disparate source repositories, including files, databases, and message buses. Although the process of retrieving a data table is similar, connectors may have different user interfaces.

Data connectivity to third-party products is based on general available versions. Typically new versions are supported within one calendar year of release, although the timing of including the new version in support is dependent on customer demand.  New versions of popular data sources within our customer base are generally supported quickly after general availability.

Data retrieved into Monarch Data Prep Studio is converted into one of three possible data types:

• Number (Double)

• Text (Unicode)

• Timestamp (Millisecond accuracy)

Date type conversion is specific to each data connector, and ODBC/JDBC driver for database sources. However typical data type mappings are as follows:

Data Type	Mapping
Boolean	Text
Integer	Number
Date	Timestamp
Date Time	Timestamp
Time	Timestamp
GUID	Text

 

Sources that support time at a nano-second accuracy have data retrieved as millisecond accuracy.  Sources must support Unicode to be able to retrieve Unicode-based text.

Connecting to a data source

Use the Select Data Source to Open dialog box to select and open a data source.

Steps:

1. Do one of the following:

   • Go to the Start Page and select Open Data, or

   • Select Add More Stuff from the Preview or Prepare Window.

   • The Select Data Source to Open dialog box displays:

     

      

2. Select a data source group (e.g., Monarch Complete File) on the left-most panel of the dialog to display the data sources under that group.

   You can also display data sources specific to a file type or extension by entering the extension on the filter bar at the top of the dialog.

   For instance, you can enter txt as filter criteria to display the following as candidate data sources:

   • Delimited Text

   • Text Report

3. Do one of the following:

   • Double-click on a data source, or

   • Select the data source and then Get Data.

   • A Connection Settings dialog displays, similar to the one below:
     

      

     Select a data source link below to display the dialog box options for that data source:

     Group	Data Source
     Favorites	Displays all data sources you pin as favorites. Refer to Working with Data Source Favorites below.
     Monarch File	Monarch Model
     	Monarch Project
     	Monarch Workspace
     PDF & Text	Delimited Text
     	PDF Report
     	PDF Table Extractor
     	Text Report
     Spreadsheet	Excel Worksheet Design
     	Google Sheets
     	Microsoft Excel
     	SAS Transport File Format (XPORT) Version 5
     Database	DB2
     	Informix
     	Microsoft Access
     	My SQL
     	ODBC
     	OLEDB
     	Oracle
     	PostgreSQL
     	Snowflake
     	SQL Azure
     	SQL Server
     	Sybase IQ
     	Teradata
     	Vertica
     Application	Active Directory
     	Altair Monarch Server Library
     	Box Cloud Storage
     	Business Objects
     	Google Ads
     	Google Analytics
     	Google Drive
     	Hubspot
     	JIRA
     	NetSuite
     	Salesforce
     	ServiceNow
     	SharePoint
     	Splunk
     	SugarCRM
     	Zendesk
     Big Data	Amazon EMR Hive
     	Amazon  Redshift
     	Cassandra
     	Cloudera CDH Hive
     	Cloudera Impala
     	Google BigQuery
     	Hadoop Hive
     	Hortonworks Hive
     	IBM  Cloudant
     	MapR Hive
     	MongoDB
     	Spark SQL
     Web	HTML
     	JSON
     	ODATA
     	XML
     All	Displays all data sources in alphabetical order.

      

     Notes:

     • The Vertica data source only displays if you have the Vertica data source driver is installed. You can install the Vertica driver from this link.

     • The Teradata data source is not displayed on the Select Data Source to Open dialog box. You can connect to Teradata using the ODBC connector.  Before you can use the Teradata connector, you must install the driver first.

     • Error messages may sometimes occur when working with connectors. This page describes how to deal with these errors.

4. Fill out the corresponding connection dialog.

5. Select OK to confirm the selection and retrieve the record set into the Monarch Data Prep Studio Preview.

Working with favorite data sources

Monarch Data Prep Studio keeps track of the data sources you use most often, and provides favorites features to help you connect to these data sources more easily.

Favorites group

Monarch Data Prep Studio has a Favorites group that can display the data sources you use the most:

 

To add a data source to Favorites, click on the Pin icon beside the data source:

 

Once pinned, the data source becomes available on the Favorites group as well.