Swap workbook data sources

Swap the data sources used by a workbook. You can swap from one connection to another, and/or from one dataset to another.

Usage notes

  • Retrieve the workbookId by calling the /v2/workbooks endpoint.

  • Retrieve the connectionId by calling the /v2/connections endpoint.

  • To map the sources of a specific element, you can use the table or dataset ID:

    • Retrieve the fromId for a specific data element by calling the /v2/workbooks/{workbookId}/lineage/elements/{elementId} endpoint and using the source key from the response, which looks like inode-2PBoXx3UabchxF1F3l07kE. The ID is everything after inode-.
    • Retrieve table and dataset IDs by calling the /v2/files endpoint. Use the typeFilters option to filter for table and dataset files. Use id field in the response as the fromId or toId, as relevant.
  • To swap all tables in a connection, set the swapTables option to true.

    • Use the paths option to specify the connection paths to swap. The connection path is a list of strings that represents the path to the table in the cloud data warehouse. For example, ["database", "schema", "table"].
    • If the table schema is the same in both connections, leave the paths option empty to swap all tables in the connection. You can also pass a partial path to swap between databases, catalogs, or schemas.
    • If sourceMapping is provided, those mappings take precedence over the connection swaps.
    • If swapTables is not set to true, only Custom SQL elements have their connections changed.

Usage scenarios

  • Workbook development: Use a test data source while developing a workbook, then swap the source to the a production database when ready to share the workbook for production use.
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