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Single dynamic SCV vs new CSV per update

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Aurimas Gaizauskas
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Hi, what would be the best approach for this scenario, a dashboard user can only provide data in a CSV file. New data is produced every month and lets say the CSV is stored in GDrive or Dropbox or FTP. Now what would be the better approach: To append new data to existing CSV every month (while adding month markers todata rows) or to upload a new csv with a MMYYYY name and read all the CSVs in directory dynamically (if that is even possible with Klipfolio)

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    Josh Cohen-Collier

    Hi Aurimas,

    Thanks for posting in our Community!

    I definately think the first approach would be a little easier to work with, as in Klipfolio it is possible to reference a datasource based on its name, and iterate through multiple of them, it is a difficult process, and much harder to work with than a single datasource.

    My recommendation would be to append new rows to the existing CSV file if possible, and if you are unable to do that, try using a tool like Zapier to see if this fits your needs.

    Hope this helps!

    Best regards,
    Joshua
    _________________
    Joshua Cohen-Collier,
    Technical Support Specialist, Klipfolio

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    Aurimas Gaizauskas

    Hi, thank you for your responce. Currently we have come to a conclusion, that a good approach for structuring our spreadsheet/csv based data sources would be to use Google Drive. Now what we would like to do is to have on file per year of data. This would be great as we could then create one fonnector to fetch "current year" to get active data and one connector to fetch "current year -1" to fetch data for previous year. Unfortunately I can not find a way to input a file name as a variable or function. All GDrive connector allows me to do is to select a file. How can I refference the file names dynamically?

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    Janice Janczyn

    Hi Aurimas,

    You can create a Google Sheet with multiple sheets and name each sheet using a consistent syntax, for example, 2015, 2016, 2017. Then you can use the DATASOURCE function to dynamically access the sheets:

       DATASOURCE( dsID, CONCAT( $year,A:A) ) where

    • DSid is the Klipoflio datasource ID of your Google Sheet datasource 
    • $year is a variable you use to dynamically select which sheet to point to

    Thank you,
                 Janice

     

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