Connecting to CSV Data in Workbench 4

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Intro

Salesperson,ID,March Sales,Quota Reached?
"MacGregor, Sam",1156724,"$10,909",Y
"Orton, Jason",1156738,"$6,008",N
"Butler, Heidi",1156742,"$4,321",N
"Hope, Frank",1156749,"$13,888",Y
"Perez, Katrina",1156768,"$11,472",Y
"Wood, Howard",1156777,"$7,446",N
"Yager, Dorothy",1156787,"$3,825",N
"Jeepers, Adam",1156796,"$9,942",Y
"Pendlesmythe, Ellen",1156803,"$14,578",Y
"Ferrera, Luigi",1156809,"$11,239",Y
"Coulsey, Mason",1156819,"$5,213",N
"Michelsen, Bruce",1212121,"$20,250",Y

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Connecting to CSV Data

1. 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.
2. (Conditional) If requested, select the desired Domo server. (This screen only appears if you have more than one server set up in Workbench.)
3. 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.
4. In the DataSet Name field, enter the name of the DataSet. This is the name of the uploaded DataSet in Domo.
5. 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.
6. In the Transport Method menu, select Local File Provider, External Process File Provider, or FTP/SFTP File Provider. Descriptions for these transport methods are as follows:

   Transport Method	Description
   Local File Provider	Lets you select a file from your machine or a network.
   External Process File Provider	Lets you use a third-party application to pull data into Domo using a script.
   FTP/SFTP File Provider	Lets you retrieve a file via FTP, SFTP (SSH-FTP), or FTPS (FTP-SSL)

7. Click Next.
8. In the Data Source menu, select CSV.
9. 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.
   Tip: It is recommended that you select or enter the DataSet type that tells users what data is being represented, not the data reader you are using to present the data. For example, you might be connecting to a CSV file that contains Twitter data. In this case the best option would be to enter “Twitter” rather than selecting CSV because the data you are representing in Domo is from Twitter, not CSV.
10. (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.
11. Click Next. A new CSV DataSet Job is added to the list of jobs for the currently authenticated server in the Accounts pane.
12. Under the CSV DataSet Job that was just added to the jobs list, select Source. A panel opens with options for configuring your file transport and setting options for your CSV data source.
13. (Conditional) Do one of the following:
    • If you selected Local File Provider as your Transport Method…
      1. Click the ellipsis (…) in the File Path field.
      2. Select the desired CSV file from your machine or network.
    • If you selected External Process File Provider as your Transport Method…
      1. Click the ellipsis (…) in the Program Executable field.
      2. Select the desired executable file from your machine or network.
      3. (Optional) Enter arguments in the Arguments field, if any.
      4. Click the ellipsis (…) in the Output File Path field.
      5. Select the desired output file path on your machine or network. The file type for the output path must be CSV.
         Important: If you are planning to use the Direct Upload option, do not turn on this option until you first rename your destination columns. For more information, see Setting Up Direct Upload in Workbench.
    • If you selected FTP/ SFTP File Provider as your Transport Method…
      1. Enter the server name in the Server field.
      2. Enter the port number in the Port field.
      3. Enter your server credentials in the Username and Password fields.
      4. Select the desired protocol (FTP, SFTP, or FTPS).
      5. (Optional) If you have an SSL certificate (SFTP and FTPS only), configure the settings as necessary. For more information about these settings, see SFTP File Provider.
      6. In the Remote File field, enter the filename for the field you want to import.
14. Click Apply Changes.
15. In the Field Delimiters menu, select the radio button for the delimiter used in your CSV file. To set a custom delimiter, click the Other radio button then enter the desired delimiter in the field.
16. In the Encapsulate Fields With field, specify the character used for encapsulating fields.
17. (Optional) In the Escape Sequence Character field, specify the character used for escaping.
18. (Optional) In the Comment Character field, select the character used for commenting.
19. In the Missing Fields Handling section, select the radio button for the desired behavior when missing fields are encountered in your CSV file.

    Option	Description
    Generate error	Workbench throws an error when missing fields are encountered in the CSV file.
    Replace with empty values	Missing fields in the CSV file are replaced with empty values in your Domo DataSet.

20. If the first row in your cell range contains column headers, leave the box checked; otherwise clear this box. This is important when building cards in Domo because column headers are used to reference the data in those columns. For more information, see Applying DataSet Columns to Your Chart.
21. If you want Workbench to skip empty lines in your CSV file when sending the data to Domo, check the box for Sanitize data before processing; otherwise leave it unchecked.
22. (Optional) In the Ignore starting rows field, specify the number of rows to skip at the beginning of the data so you can start importing a specific row. This does not include the header row containing the column names.
23. (Optional) In the Ignore ending rows field, specify the number of rows to skip at the end of the data.
24. In the Text Encoding menu, select the character encoding used in the CSV file.

• 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