How to export data to Panoply?

Export data to Panoply


Zoho DataPrep allows you to export data to Panoply, a fully-integrated data management platform that syncs, stores, organizes and analyzes data from many sources.

To export data to Panoply  

 

1. Click the Export now option from the Export menu on the DataPrep Studio page.

 

 

2. You can select Panoply from the Cloud databases category or search it in the search box.


 


NotesNote: If you have already added a Panoply connection earlier, you can simply select the existing connection under the Saved connections section and proceed with exporting.


3. If your data contains columns with personal data, you can choose to include or exclude some or all of them in the  PII columns section.

 

You can also apply the necessary security methods below to protect your data column:

 

A. Data masking  

Data masking hides original data with 'x' to protect personal information.

 

B. Data Tokenization 

Data tokenization replaces each distinct value in your data with a random value. Hence the output is statistically identical to the original data.

 

C. None

You can select None if you do not want to use any security method.


 

4. Click Next and select Panoply in the Database service name dropdown.

 

5. Enter the Endpoint, Port, Database name, Username and Password to authenticate the database connection.

 

6. Enter a unique name for your connection under Connection name and click Connect.

 

NotesNote: The connection configuration will be saved for exporting data in the future. Credentials are securely encrypted and stored.

  

NotesNote: If you face trouble connecting to your database, please make sure Zoho DataPrep's IP Addresses are whitelisted in your application to export data to cloud databases. Click here to know about Zoho DataPrep IP addresses.

7. Once you have successfully connected to your Panoply account, you can choose how and where to export the data.

 

8. Choose Existing table if you want to export data to an existing table and select one from the list of tables available in the database.

 

9. If you select the Existing table option, there are two ways in which you can choose how to export the new rows from your dataset in DataPrep to the table in your database.

 

  • If the new rows are to be added to the table, choose Append.

 

 

  • If the newly added rows are to replace the existing rows, select Overwrite from the dropdown.

 



 

10. If you want to create a new table and export data, select the New table option, enter the Schema nameTable name and proceed to exporting. 


Notes
Note: Schema name is not a mandatory field.



 

11. Click Export.

 

12. Once the export is complete you can choose to schedule the export by clicking the Schedule configuration> link below.

 



See Also

How to import data from Panoply into Zoho DataPrep?

How to export data to cloud storage services? 

Learn about scheduling export.

What other export options are available? 


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