Support Portal

Scheduling SFTP Deliveries

Sending Data to an SFTP Server

You can immediately send data to an SFTP server from an Explore, Look, or dashboard using the Send option. This lets you send data right away, without setting up a schedule. In the case of an Explore, you can send a query immediately, without having to save the query to a dashboard or a Look.

After choosing Send from the gear menu, choose SFTP in the Where should this data go section. You’ll see various options, depending on which choices you make:


Naming Your Delivery

Give the content a unique title in the Title row. The title is included in the file name of the data delivery.

Delivering to an SFTP Server

In Destination, choose SFTP. If your destination is an SFTP server, Analytics prompts you for the URL and login information for the server:

  • Address: The URL of the SFTP server to which you want to send your data. For example: sftp://files.analytics.com/Marketing/In/

    Note that this example URL ends with the / character. This indicates that the file will be saved in a folder called In. If you leave out the trailing /, the file will be saved in the Marketing folder and "In" will be prepended to the file name.

  • Username and Password: Login credentials for the SFTP server.

Currently, SFTP support is limited to username and password credentials. SSH private key credentials are not supported.

To learn more about other types of data delivery, see the page for each destination option: email, Amazon S3 bucket or applications using a webhook,.

Formatting The Data

In Format data as, choose the format of the data in your delivery.

For dashboards, you can choose:

  • PDF (Tiled): Your dashboard in PDF format with all tiles arranged as in the dashboard.
  • PDF (Single Column): Your dashboard in PDF format with all tiles shown in a single vertical column.
  • Visualization (Tiled): The visualization of your dashboard (in a single PNG file showing tiles arranged as in the dashboard).
  • CSV Zip File: The unformatted data from your dashboard, delivered as a collection of comma-separated values (CSV) files in a zipped directory.

For Looks and Explores, you can choose:

  • Text: The data table of your Look as a tab-delimited text file attachment.
  • CSV: The data table of your Look as a comma-separated text file attachment.
  • JSON — Simple: The data table of your Look as a JSON file attachment.
  • XLSX: The data table of your Look as an Excel file attachment.
  • HTML: The data table of your Look as an HTML file attachment.

Applying Filters

If you are sending a Look or dashboard and it has filters, you can specify the filters for the content to customize the results for each set of recipients. For example, you might send regional teams results that are filtered for their states of interest:

Click Filters to see and modify the filters associated with this Look or dashboard.

Using Advanced Options

The Advanced options section provides additional customizations for your delivery.

Limit Options

When sending Looks and Explores, you can limit the size of your delivery. Select one of the following limit options for your data:

  • Results in Table: Data is sent as a single delivery.
  • All Results: Data is streamed. This is useful for large data sets, as it bypasses file-size, browser, and memory limitations.

If you choose "Results in Table," Analytics will obey whatever row limitations you've set up in the saved Look or the Explore. If you choose "All Results," Analytics will return all the rows of the query, regardless of any saved Look settings, and regardless of Analytics's typical 5,000 row limit. This can be desirable for retrieving very large datasets, but you should use caution to ensure the query is not too large for your database.

Format Options

When creating or editing Looks, Explores, or dashboards, you can format the data values. That formatting can be applied to your data delivery.

Apply Visualization Options

For Looks, Explores, and the CSV format of dashboards, you can configure the data delivery to use the same options as your visualization:

  • Select apply visualization options if you want to apply some of the visualization settings to your data delivery, causing your data delivery to appear similar to a table chart. Any of the following settings in the Plot and Series menus that are configured for the visualization will be applied to the data delivery:
  • Unselect apply visualization options if you do not want these visualization options applied. Analytics sends the data as it appears in the Data section of the Look, Explore, or a dashboard tile's Explore from Here window.

Formatted Data Values

For Looks, Explores, and the CSV format of dashboards, you can configure the data's formatting:

  • Select formatted data values if you want the data to appear more similar to the Explore experience in Analytics, although some features (such as linking) aren't supported by all file types.
  • Unselect formatted data values if you do not want to apply any special formatting of your query results, such as rounding long numbers or adding special characters your Analytics developers may have put in place. This is often preferred when data is being fed into another tool for processing.

Sending Your Content

When you have selected all the options for your delivery, click the Send button to send your content.