- Click Add New in the DataSet Jobs grouping in the Buttons toolbar at the top of the Workbench window. This opens the Workbench DataSet Job Creation Wizard.
- (Conditional) If requested, select the desired Domo server. (This screen only appears if you have more than one server set up in Workbench.)
- In the DataSet Job Name field, enter a name for the DataSet Job. This is the name of the job as it appears in Workbench, not the name of the uploaded DataSet in Domo.
- In the DataSet Name field, enter the name of the DataSet. This is the name of the uploaded DataSet in Domo.
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Select the desired update method in the
Update Method menu:
- Select Replace DataSet if you want the DataSet to be replaced entirely upon updating.
- Select Append to DataSet if you want new data to be added to the existing data set upon updating.
- In the Transport Method menu, select OLEDB Connection Provider.
- Click Next.
- In the DataSet Type field, select the type of DataSet in the dropdown or enter a custom name. The DataSet type you select or enter here is reflected as the connector type in Domo after you execute the job.
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(Optional) Enter a description in the
DataSet Description field.
Note: You can change any of the settings you made in the above steps in the Source panel for the DataSet Job after you complete all of the steps in the Wizard except the transport method.
- Click Next. A new OLAP DataSet Job is added to the list of jobs for the currently authenticated server in the Accounts pane.
- Under the OLAP DataSet Job that was just added to the jobs list, select Source. A panel opens with options for configuring your OLAP connection and defining your query.
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In the
OLAP Connection field, do one of the following:
- Enter an OLAP connection string containing your Provider (MSOLAP or Essbase), Data Source, Initial Catalog, and User ID and Password.
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Build your connection string by filling in the fields in the
Connection Builder. You can open the Connection Builder by clicking the arrow in the OLAP Connection field.
The following table describes all of the parameters in the Connection Builder:
Option
Description
Data Source
Specifies the server where the database is located.
Provider
Select a provider, either MSOLAP or Essbase.
Catalog
Specifies the Initial Catalog for your OLAP connection.
Username
Specifies the username for this OLAP connection.
Password
Specifies the password for this OLAP connection.
- Click Apply Changes.
- Click Validate Configuration.
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In the
Data Source Properties pane, enter a query for the data you want to retrieve. For example:
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(Optional) Define replacement variables for columns in the DataSet in the
Replacement Variables tab. For each replacement variable…
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Select the applicable column in the
Column Dropdown.
Note: The Column dropdown does not populate until you create a successful OLAP connection in the Transport Method pane.
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Define replacement variables for the selected column in the
Value dropdown.
Variable Type
Description
lastvalue
lastvalue variables keep track of relevant fields for the last row of data that was sent with the most recent upload for the associated job. The syntax is
!{lastvalue:_name_}!lastvalue variables values are updated by Workbench after an upload finishes. lastvalue variables are stored in the job (.xml ) file. This variable lets you construct a query that gets only the “new” rows each time it runs. For example, if your data has a column with a row “id” that increments with each new row, you can construct a query containing
!{lastvalue:id}!similar to the following:
select id, name, type, sales from tablename where id >!{lastvalue:id}! order by idIn this example, the column “id” must be in the SELECT , WHERE , and ORDER BY clauses for the variable to be used and updated.
When uploading this job, Workbench replaces the
!{lastvalue:id}!variable with the current value of “id”. After finishing the upload, Workbench stores the last uploaded value of “id” in the job (.xml ) file.
Note: You must include any column you reference with a lastvalue variable in your SELECT , WHERE , and ORDER BY clauses in order for the variable to be used and updated after the data upload.previewonly
Used to indicate that certain actions should take place when loading a preview in Workbench. For example, you could request that your preview return only 100 rows of data instead of the 1,000,000 present in the data source. The syntax is
!{previewonly:Statement}!
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Select the applicable column in the
Column Dropdown.
- Setting an update schedule for the job
- Adding the job to a group of jobs with an advanced schedule set in Windows Task Scheduler
- Configuring notifications to be sent when the job update succeeds or fails
- Encrypting and decrypting Workbench data
- Creating new columns using calculations
- Setting a custom date format on a column
- Replacing a value in a column
- Combining DataSets
- Applying filters to columns