I would like to extract a Salesforce report into a CSV file and drop it into my FTP location. I would like this as a nightly scheduled task.
Is there a straight forward way to do this in Salesforce?
Thanks.
Edit - I ended up using the dataloader to schedule a job in Windows to extract the information I wanted.
You can extract the report data to CSV either via the Analytics API or a direct to CSV URL - see Can report data be accessed programatically?
You would need to use your programming tool of choice to extract the data and send it to the FTP server as Salesforce does not support FTP transfers.
Incidentally, the Salesforce Stackexchange site is a great place to ask Salesforce specific questions.
There is not a straight forward way to do this in Salesforce.
Recently I came across a webbased dataloader called AutoRABIT(http://www.autorabit.com) dataloader.
Which support nightly scheduled task and also many advanced features.
Regards,
Naveen
Related
I have zero experience with ETL.
Whenever a file(a .csv) is moved into a specific folder, it should be uploaded to SalesForce I don't know how to get this automated flow.
I hope I was clear enough.
I gotta use the opensource version, any helpful links or resources will be appreciated.
Thank you in advance
You could definitely use Talend Open Studio for ESB : this studio contains 'Routes' functionalities : you'll be able to use a cFile component, which will check your folder for new files, and raise an event that will propagate throughout the route to a designed endpoint (for example a salesForce API). Talend ESB maps Apache Camel components , which are well documented.
Check about Routes with Talend for ESB, it should do the trick.
We have tFileExists component, you can use that and configure to check the file.
Also you have tFileWait component, where you can defile the frame of the arrival of he files and the number of iterations it has to check the file.
But i would suggest id you have any scheduling tool, use file watcher concept and then use talend job to upload the file to a specific location.
Using talend itself to check the file arrival is not a feasible way as the jobs has be in running state continuously which consumes more java resource
Need a help here.
I have a requirement wherein I have to automate the data retrieving feature of an website. The site has a limitation to search only 30 records at a time. So, what we want to do is login to the site, upload an excel containing 300+ records and click a search button.. and the site should automatically search the records and download the data in excel in a batch of 30.
I wanted to know, if this can be done only using .net or java, without using any automation tool(like selenium etc).If not, what will the best approach to solve it?
Any insight will be helpful.
You cannot use .net or Java if you don't have access to the APIs
( You may try with web API using Rest Client. )
Your requirement can be approached using RPA tools.
I recommend UIPath Studio quick to learn and use
The stock reports provided by Atlassian do not cover what I would like to investigate
Without buying 3rd party controls, how can I extract data from Jira to play around with and create my own reports and analysis?
You can take a look on JIRA rest api: https://docs.atlassian.com/jira/REST/latest/
You may want to use this: https://bitbucket.org/kaszaq/howfastyouaregoing/ - library which greatly simplifies creation of any metrics based on data from Jira which is cached locally so it does not need to connect and pull issues from Jira each time.
I have just started using Tableau and I love creating visualizations with it. However, I am trying to export the visualizations into some standalone format, but I do not know how to. I see that I can export as image / pdf / excel crosstab, but all these kill the interactivity of the visualizations. I can export as a Tableau packaged workbook, but the client (my intended audience) will need Tableau to see it. Is there any way to export it as a standalone, offline, interactive data visualization accessible format ? I would assume the client will have Microsoft Office installed, but cannot assume / ask him to install Tableau to view my output.
Please suggest if there is any way possible.
Thanks a lot !
Siva.
I'm guessing you don't have Tableau Server (in which you could generate reports that could be visualized in a web browser).
So the solution is to have Tableau Reader: https://www.tableau.com/products/reader
It's free, and it will allow your client to open your twbx files. Only thing is, if you have a large database, the file size will be huge (as it will have all the database in it), so it's a good thing to filter the tables to the minimum necessary, so you don't have to share huge files.
Another option, if the data is not particularly private, is to publish the packaged workbook to Tableau Public. That's free as well. Just be aware that anyone can view workbooks on Tableau public, so it's great for blogs, newspaper interactives and public demos, not so good for private financial data. Even for business users, you can post examples with fake data to Tableau Public.
Also, if your customer doesn't want to purchase Tableau Server, but wants more than the free Tableau Reader, there is a third way. Use the cloud hosted Tableau OnLine service which makes financial sense for smaller organizations.
I am searching for the proper way to build an online database application to behave similar to an Excel datasheets that I have.
I have a working excel file with many calculations, and I need to port this to my WordPress website as a service.
My clients would be able to log into the web app section in WordPress, and manipulate their own data sheet, and get results from all the calculations.
Any idea or direction regarding recommended platform or programming language that can do that ?
Sincerely
Dan
If you want to create a web calculators based on an Excel file I would recommend you to take a look at “Appizy”. It converts instantly a spreadsheet into a standalone web calculation tool (HTML+CSS+JAVASCRIPT). You don’t need to hardcode the whole interface and calculation formulas!
As your Excel file is converted in HTML you can download it and paste it in your WP installation.
If you want to include database you might need to had a bit of PHP on top...
Let me know if it helped you!