Panoply is a cloud data platform that provides an integrated solution for data warehousing, data management, and analytics. It allows businesses to centralize their data from various sources, automate data processing, and analyze insights using popular analytics and BI tools.
Authorize Connection to Panoply
Prerequisites
- A running Panoply instance reachable by Dataddo. If you use a firewall, allow the Dataddo IPs.
- A database user with rights to create tables and to insert, update, and delete rows in the target schema.
Create the authorizer
In Authorizers, click Authorize New Service and select Panoply, then fill in the fields:
| Field | Description |
|---|---|
| A name for this authorizer in Dataddo | A label so you can recognize the connection later. |
| Authorization certificate | Authorization certificate |
Click Save. Dataddo validates the connection.
Create a Panoply Destination
Go to Destinations, click Create Destination, and select Panoply. Give the destination a name, choose the authorizer, then set:
| Field | Description |
|---|---|
| Project | Select the Panoply Project you would like to load data to. Shown when oAuthId is ``. |
| Dataset | Select the Dataset within the chosen Project that you would like to load data to. Shown when projectId is ``. |
Click Save.
Write Modes
The write mode decides how each flow run changes the target table. Panoply offers the standard set below, and the default is insert. Which modes are available, and whether you can switch modes on an existing flow, can depend on the table's current state.
| Mode | Meaning | Composite Key |
|---|---|---|
insert |
Appends new rows on every run. | No |
insert_ignore |
Appends rows, skipping rows that already exist. | Yes |
truncate_insert |
Empties the table, then writes the current data. | No |
upsert |
Inserts new rows and updates existing rows matched by the Composite Key. | Yes |
update |
Updates existing rows matched by the Composite Key; fails rows with no match. | Yes |
update_ignore |
Updates matched rows, skipping rows with no match. | Yes |
delete |
Deletes rows matched by the Composite Key. | Yes |
Composite Key
The Composite Key is the set of columns whose combined values identify each row. Every mode except insert and truncate_insert needs one. You can select up to 4 columns.
Table Naming
Dataddo creates the table on the first write if it does not exist. When you name the table:
- Table name: table name should contains only letters, numbers, dashes or underscores
- You can put date-range patterns such as
{{1d1}}in the table name.
How to Create a Flow to Panoply
- Go to Flows and click Create Flow.
- Add one or more sources.
- Add Panoply as the destination and pick the authorizer.
- Choose a write mode, and a Composite Key for modes that need one.
- Set the schema and the table name.
- Set the schedule and click Save.
Troubleshooting
Invalid schema or table name
The schema or table name does not match Panoply's naming rules. Fix the name in the flow to match the rules in Table Naming, then restart the flow.
Insufficient privileges
The database user cannot create tables or write rows in the target schema. Grant the user create, insert, update, and delete rights, then restart the flow.
Cannot connect to Panoply
Dataddo cannot reach Panoply. Check the credentials in the authorizer, and make sure the server is reachable by Dataddo. If you use a firewall, allow the Dataddo IPs.