How do I pull all excel files in a particular folder into a dataset?

anafziger
anafziger Member
in Archive

Hi Everyone,

 

Brand new Domo user here, so I apologize if this question is pretty basic.

 

We have ~300+ clients upload an excel file each week using out Citix Sharefile file drop folder, which we then route into a folder based on which client it came from.  We'd like to set up a dataset that pulls in all files in a particular folder regardless of name (there is a common string in each name that we could use).  Additionally, due to HIPAA requirements we need to encrypt the data as its pulled in.

 

Right now the plan is to use workbench's SFTP connection and write separate Powershell scripting to rename each file as it is uploaded so that the most recent will always be named "Current" (or some similar name) - however I know there is a FTP Box connection that can pull files in based on a keyword so hopefully we can build something similar.

 

Thanks!

 

Edits: Added information and changed our datasource

Comments

  • kshah008
    kshah008 Contributor

    Hi all,


    Can anybody help @anafziger out?

    Thanks!

  • anafziger
    anafziger Member

    kshah008,

     

    Thanks for the bump - I've updated the post a bit which will hopefully be helpful to readers.

     

    Best,

    Austin

  • Maxamillioo
    Maxamillioo Domo Employee

    Hi @anafziger,
    Thanks for reaching out! With your HIPAA requirements, currently Workbench will be your best option. However at the moment, there is no option to select files based on their containing string. I can submit a feature request to our Dev. team for you to have that added as a future component. 

     

    In addition to submitting the enhancement request, you are able to create suggestions in the Domo Dojo here:https://dojo.domo.com/t5/Ideas-Please-suggest-ideas-to/idb-p/Ideas.

    In this section, suggestions can be "liked" by other customers and updates will be intermittently provided about whether something will be implemented, and if so, when.

     

    Thanks,

    Maxwell Isley

    Technical Advisor

    Maxwell

    Dojo User
    **Say "Thanks" by clicking the "heart" in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"
  • AS
    AS Coach

    For what it's worth, Workbench can interface with custom written plugins that can potentially do what you're looking for.  You'd need someone to script a plugin.

     

    Domo also has a "big data" development team that can either advise you or work on this kind of activity for a fee.  So you have some options at your disposal.

    Aaron
    MajorDomo @ Merit Medical

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    **Please mark the post that solves your problem by clicking on "Accept as Solution"
  • anafziger
    anafziger Member

    Might have to reach out to that team...

     

    Do you happen to know if there is a forum or listing of the plugins that have already been produced by others? working on another similar issue that would help with.

  • AS
    AS Coach

    I have not heard of a forum or similar listing of developed plugins.  Domo's workbench squad would probably have a good idea about what they've developed and seen others develop.  It may just be tribal knowledge at this point.

     

    See https://knowledge.domo.com/?cid=wb4plugins for a tiny bit more info.

     

    Aaron
    MajorDomo @ Merit Medical

    **Say "Thanks" by clicking the heart in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"
  • kshah008
    kshah008 Contributor

    @anafziger, tagging you to check out AS's reply. 

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