Connecting to Data

Maegan Morrison
Maegan Morrison
  • Updated

Data Connection Options

There are many options for connecting your data to Max, including:

 

My Connections

From Skill Studio:

  1. From the left navigation, select the My Connections icon.
    My Connections.jpg
  2. Click the + in the bottom left corner to add a new data connection.
    New Connection.jpg
  3. Choose a Database Connection type from the dropdown. Our currently supported database types for this method of connection are:
    • Microsoft Azure
    • Google BigQuery
    • Databricks
    • Redshift
    • Snowflake
      Connection Types.jpg
  4. Give your connection a name and fill in the necessary account details.
  5. Once connected, this database will be available to use in Skill Studio, or to create datasets from.

 

Note: This is the only data connection option that will allow you to control permissions on the connected data. When adding data directly into Skill Studio, through code or Parquet, any user with accompanying copilot access will have access to the data. User access to certain datasets can only be managed if data is connected through one of the above supported databases.

 

Code in Skill Studio

For a single skill database connection:

  1. From a Skill workflow canvas in Skill Studio, select your data node (these appear in blue).
    Choose Data Node.jpg
  2. From the Database Dropdown in the top right corner, select Parquet.
    Parquet.jpg
  3. You can now write code in the editor window to connect directly to your data source for this Skill.
    Code Editor.jpg


If you have a data connection that you wish to create manually and use in multiple skills within your copilot, proceed to the next connection option.

 

For a global Copilot data connection:

  1. From the Skills tab of Skill Studio, select the Global Functions icon from your canvas toolbar.
    Global Functions Icon.jpg
  2. Toggle to Copilot Functions in the editor window.
    Copilot Functions.jpg
  3. You can now write code to pull in your database connection. This data will then be available for use for any Skill in this copilot.

Connecting to a File

From Skill Studio:

  1. From the left navigation, select the My Connections icon.
    My Connections in SS.jpg
  2. Click the + in the bottom left corner to add a new data connection.
    New Connection.jpg
  3. Give your connection a name and under Connection Type choose Local Folder.
    Name and select local folder.jpg
  4. Click Save.
    Click Save.jpg
  5. From the Resources tab, select +Add File.
    Add File.jpg
  6. Select your file to upload from your device and click Upload.Upload File.jpg

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