Create Datasets from FTP in Domo Workbench and Build Visualizations of FTP Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for FTP links Domo Workbench to operational FTP data. You can build datasets from FTP data using standard SQL queries in Workbench and then create real-time visualizations of FTP data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live FTP data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to FTP, the driver pushes supported SQL operations, like filters and aggregations, directly to FTP and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze FTP data using native Domo data types.

Connect to FTP as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To connect to FTP or SFTP servers, specify at least RemoteHost and FileProtocol. Specify the port with RemotePort.

Set User and Password to perform Basic authentication. Set SSHAuthMode to use SSH authentication. See the Getting Started section of the data provider help documentation for more information on authenticating via SSH.

Set SSLMode and SSLServerCert to secure connections with SSL.

The data provider lists the tables based on the available folders in your FTP server. Set the following connection properties to control the relational view of the file system:

• RemotePath: Set this to the current working directory.
• TableDepth: Set this to control the depth of folders to list as views.
• FileRetrievalDepth: Set this to retrieve and list files recursively from the root table.

Stored Procedures are available to download files, upload files, and send protocol commands. See the Data Model chapter of the FTP data provider documentation for more information.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for FTP in Domo Workbench using the FTP DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for FTP Data

You can follow the steps below to build a dataset based on a table in FTP in Domo Workbench using the CData ODBC Driver for FTP.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC FTP MyDirectory), select ODBC Connection Provider as the transport method, and click through the wizard.
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData FTP Sys) for the System DSN.
7. Click to validate the configuration.
8. Below the settings, set the Query to a SQL query: SELECT * FROM MyDirectory NOTE: By connecting to FTP data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know FTP-specific APIs or protocols.
9. Click preview.
10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on FTP data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the FTP data in the Domo service.

1. Navigate to the Data Center.
2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.

With the CData ODBC Driver for FTP, you can build custom datasets based on FTP data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.