Connecting to CSV Data in Workbench 5

You can create a CSV DataSet Job in Workbench 5. When you select CSV as your reader type, you can specify the file path of the CSV data source and configure options such as delimiters, missing field handling, etc.

Sample CSV

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

Training Videos - Upload Files with Workbench 5

Learn how to upload both CSV and Excel files with Workbench 5.

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To create an CSV DataSet Job in Workbench 5,

1. Click the  icon in the left-hand icon bar. 

2. Click the "+" button in the top right corner of the jobs listing pane.

3. Select the desired account (Domo instance) in the Domo Domain dropdown menu.
   If you have only one account set up, that account is already chosen for you and the menu is unavailable.

4. In the 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.

5. In the Transport Type 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)

6. In the Reader Type menu, select CSV.

7. In the DataSet Name field, enter the name of the DataSet. This is the name of the uploaded DataSet in Domo.
   This is the only setting you can change after saving the new job.

8. In the DataSet Type field, select the type of DataSet in the dropdown.
   The DataSet type you select or enter here is reflected as the connector type in Domo after you execute the job.

9. Enter a description for the DataSet if desired.
   This is the description of the DataSet as it appears in Domo. 

10. Click Create.
    
    A new CSV DataSet Job is added to the list of jobs for the currently authenticated account. Note that after creating the job, you cannot edit any of the settings you just configured except for the DataSet name. If you want to change any of the other settings, you must create a new job. 

11. Click the Configure subtab.

12. Click the Edit button under "Source."
    
    A panel opens with options for configuring your file transport and setting options for your CSV data source. The options here differ depending on the transport type you selected earlier. 

13. (Conditional) Do one of the following:

    • If you selected Local File Provider as your transport type..

      1. Click the ellipsis (...) in the File Path field.

      2. Select the desired CSV file from your machine or network.

      3. Click Apply.

    • If you selected External Process File Provider as your transport type...

      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.

      6. Click Apply.

    • If you selected FTP/SFTP File Provider as your transport type...

      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.

      7. Click Apply.

14. Click the Edit button under "Processing."

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 First row contains column headers 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. (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.

22. (Optional) In the Ignore ending rows field, specify the number of rows to skip at the end of the data.

23. In the Text Encoding menu, select the character encoding used in the CSV file. 

24. 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.

You are now ready to execute the DataSet Job, thereby creating an CSV DataSet in Domo. However, there are many other actions you can take on the DataSet Job before you send it to Domo. These include the following:

• Setting an update schedule for the job

• 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

• Setting impersonation (which causes Workbench to run the job as an Active Directory user).