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.
Note: The CSV file must
- be a text file
- have data delimited by a single character You can specify the delimiter in the Processing menu in the Configure subtab after you have created the job.
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
Videos - Upload Files with Workbench 5
Learn how to upload both CSV and Excel files with Workbench 5.
Part 1 of 4
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Part 2 of 4
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Part 4 of 4
VIDEO UNDER CONSTRUCTION
To create an CSV DataSet Job in Workbench 5,
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Click the
icon in the left-hand icon bar.
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Click the "+" button in the top right corner of the jobs listing pane.
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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. -
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. -
In the Transport Type menu,
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In the Reader Type menu, select CSV.
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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. -
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. -
Enter a description for the DataSet if desired.
This is the description of the DataSet as it appears in Domo. -
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. -
Click the Configure subtab.
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Click the Edit button under "Source."
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Click Apply.
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Click the Edit button under "Processing."
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This does not include the header row containing the column names. -
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Select the desired update method in the Update Method menu:
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Select Replace DataSet if you want the DataSet to be replaced entirely upon updating.
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Select Append to DataSet if you want new data to be added to the existing data set upon updating.
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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:
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Configuring notifications to be sent when the job update succeeds or fails
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Setting impersonation (which causes Workbench to run the job as an Active Directory user).