Toucan 3.0
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  • Welcome
    • ๐Ÿ‘‹Welcome to Toucan
    • โš™๏ธTechnical resources
      • โš™๏ธToucan stack
      • Setup mode
        • Toucan SaaS mode
      • โš™๏ธSecurity
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • ๐Ÿ“ŠGetting Started : Embedded Analytics
    • ๐Ÿค“Advanced tutorials
      • Embedding a story with user attributes
        • Dynamic filter with user attributes
        • Dynamic Tables
        • Dynamic Database
        • Dynamic Host
      • Using the HTTP API connector in advanced use cases
      • Using advanced syntax for SQL queries
      • Merging filters with our tool
      • Deep customization chart (CSS)
        • Homepage customization
        • Chart customization
        • Dashboard customization
  • Data Management
    • ๐ŸงฎOverview of Data In Toucan
    • ๐Ÿ“กDatasources in Toucan
      • ๐Ÿ”ŒManaging Connectors
        • ๐Ÿ”ŒCreating, editing and deleting a connector
        • ๐Ÿ”ŒSet up OAuth2 credentials for your platform
        • ๐Ÿ”ŒSetting up a connector
          • ๐Ÿ”ŒGeneric Connectors
            • ๐Ÿ”ŒSetting up an HTTP API connector
            • ๐Ÿ”ŒSetting up an ODBC Connector
          • ๐Ÿ”ŒDatabase and data warehouse Connectors
            • ๐Ÿ”ŒSetting up an AWS Redshift Connector
            • ๐Ÿ”ŒSetting up a Snowflake Connector
            • ๐Ÿ”ŒSetting up a PostgreSQL Connector
            • ๐Ÿ”ŒSetting up a Google Big Query Connector
            • ๐Ÿ”ŒSetting up an AWS Athena connector
            • ๐Ÿ”ŒSetting up a MySQL connector
            • ๐Ÿ”ŒSetting up a MongoDB connector
            • ๐Ÿ”ŒSetting up a Microsoft SQL Server connector
            • ๐Ÿ”ŒSetting up an Azure SQL connector
            • ๐Ÿ”ŒSetting a Databricks Connector
            • ๐Ÿ”ŒSetting up a ElasticSearch Connector
            • ๐Ÿ”ŒSetting up a Clickhouse Connector
          • ๐Ÿ”ŒOnline services connectors
            • ๐Ÿ”ŒSetting up a Sharepoint Connector
            • ๐Ÿ”ŒSetting up a Google Sheets Connector
            • ๐Ÿ”ŒSetting up a Salesforce Connector
            • ๐Ÿ”ŒSetting up a Hubspot Connector
          • ๐Ÿ”ŒSetting up an AWS S3 connector
      • ๐Ÿ—„๏ธManaging remote file storages
        • ๐Ÿ—‚๏ธSetting up a file storage
          • SFTP
        • ๐Ÿ“„Create a dataset from a file
      • ๐Ÿ“Managing Files
        • ๐Ÿ“Adding, editing and deleting local files
        • ๐Ÿ“‚Using advanced file settings
        • ๐Ÿ“Adding and combining remote files in Toucan
    • ๐Ÿ”ขDatasets in Toucan
      • ๐Ÿ”ขStored and Live Datasets
      • ๐Ÿ’ฟManaging datasets
        • ๐Ÿ”ขCreating datasets
        • ๐Ÿ”ขEditing, Duplicating and Deleting a dataset
        • ๐Ÿ”ขRefreshing and Publishing Datasets
        • ๐Ÿ“ˆOptimize data performance
        • ๐Ÿ—‚๏ธAdding indexes to stored datasets
        • ๐Ÿ‘ฉโ€๐Ÿ’ปCode mode and single mode
      • ๐Ÿ›‘Setting permissions on dataset
      • ๐Ÿ—ƒ๏ธMaintaining Data
        • ๐Ÿ—ƒ๏ธTagging datasets
        • ๐Ÿ—ƒ๏ธIdentifying datasets dependencies
        • ๐Ÿ—ƒ๏ธSet validation rules
    • ๐Ÿง‘โ€๐ŸณPreparing data
      • Overview of YouPrepโ„ข
        • ๐ŸŽนColumn header
          • Rename column
          • Duplicate column
          • Fill null values
          • Replace values
          • Sort values
          • Convert columns data types
        • Add
          • Add text column
          • Add formula column
          • Add conditional column
        • Filter
          • Delete columns
          • Keep columns
          • Filter rows
          • Top N rows
          • ArgMax
          • ArgMin
        • Aggregate
          • Group by
          • Add total rows
          • Hierarchical rollup
          • Get unique groups/values
        • Compute
          • Compute evolution
          • Cumulated sum
          • Percentage of total
          • Rank
          • Moving average
          • Compute statistics
          • Absolute value
        • Text
          • Concatenate
          • Split column
          • Extract substring
          • To lowercase
          • To uppercase
          • Compare text columns
          • Trim spaces
          • Replace text
        • Date
          • Convert text to date
          • Convert date to text
          • Extract date information
          • Add missing dates
          • Compute duration
          • Normalize date granularity
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrepโ„ข Native SQL
      • Hybrid pipeline
    • โžฟManaging variables in Toucan
      • โžฟVariables hub
      • โ™ˆUse variables in YouPrepโ„ข
      • โžฟEasy reference to variables
    • ๐ŸงžUsing advanced data concepts
      • ๐ŸงžData personnalisation with user attributes
        • Connector setup with a user attribute
        • Database selection with a user attribute
        • YouPrep data filtering with a user attribute
        • Filter data in SQL with a user attribute
      • ๐ŸงžAdvanced syntax for variables
      • ๐ŸงžData cache
  • Visualizations and Layouts
    • ๐Ÿ“บApps
      • ๐Ÿ“บManaging Apps
        • โž•Creating Apps
        • ๐Ÿ“„Duplicating Apps
        • ๐Ÿ–จ๏ธPublishing Apps
        • ๐ŸšฎDeleting Apps
        • โœ๏ธEditing within an App
      • ๐Ÿ–Œ๏ธCustomizing Apps
        • Customizing chart color elements
        • Customizing the app's font
        • Adding Assets
        • Adding Glossary
        • Setting up, Managing and testing custom visibilities
        • Customizing the "no data error" message
        • Creating a dynamic background based on an Filter's column
      • ๐Ÿ Home
        • Creating the Home
        • Creating Tiles
          • Tile Dynamic Value
          • Tile Leaderboard
          • Tile Line
          • Tile Scorecard
          • Tile Bullet
          • Tile Heatmap
          • Tile PDF
          • Tile Video
          • Tile Image
          • Tile Text
          • Tile HTML
          • Tile Separator
      • โœจStories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • ๐Ÿ“ฝ๏ธFilters
        • Managing Filters
          • Creating, reusing and editing Filters
          • Applying Filters
          • Unpinning and deleting Filters
        • Type of Filters
          • Dropdown
          • Checkboxes
          • Buttons
          • Date Range
          • Hierarchical
          • Slider
        • Templating from Filters' values
        • Dependant Filters
      • ๐Ÿ“ˆPDF Report
      • ๐ŸŽกDatawall
      • ๐Ÿ—๏ธDashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • ๐ŸŒŸMyFavorites
    • ๐Ÿ“ŠCreating Visualizations
      • ๐ŸคฉViz Gallery
        • Barchart
        • Barlinechart
        • Bubblechart
        • Bulletchart
        • Circularchart
        • Funnelchart
        • Gantt chart
        • Heatmap
        • HTML
        • Leaderboard
        • Leaderboard Centered Average
        • Linechart
        • Mapchart
          • Configure a drill
        • Mediachart
        • Radarchart
        • Tablechart
        • Timeline
        • Versuschart
        • Waterfallchart
        • Score Card
        • Stacked Barchart
      • ๐Ÿง Common Chart Configuration
      • ๐Ÿ’…Customizing chart colors
      • ๐Ÿงžโ€โ™‚๏ธAdvanced chart configuration
        • Templating from chart's dataset
        • Add units, precisions and sentiments
        • Adding Tutorials
        • Add sparklines
        • Navigate with stories
        • Group informations in your stories
        • Multiple charts in one story
        • Manage dates
        • Customize tiles' sources
        • Add stars to tiles' title
        • Manage data order in your tiles
        • Navigate with tiles
    • ๐Ÿ‘ฉโ€๐Ÿ’ปEmbedding
      • ๐Ÿ”Authentication
      • ๐Ÿ–‡๏ธIntegration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • โš™๏ธEmbed SDK
        • Embed SDK Authentication
      • โ“FAQ
    • ๐Ÿ™‹Self-Service
      • Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • โฐCreating alerts
    • ๐Ÿ“งManaging notifications
    • โž•Enriching a story with descriptions
    • ๐Ÿ’ŒSharing content
    • ๐Ÿ’ฌAdding comments to stories
  • Administration
    • Page
    • โš™๏ธInstance Management
      • โš™๏ธManaging operations in SaaS
      • โš™๏ธCustomizing your instance (whitelabel)
    • ๐Ÿ‘ฅManaging Users
      • ๐Ÿ‘ฅUsers
      • ๐Ÿ‘ฅManaging user groups
      • ๐Ÿ‘ฅManaging user properties
      • ๐Ÿ‘ฅSetting up permissions and visibilities
    • ๐ŸŒManaging languages in Toucan (internationalisation)
    • ๐Ÿ“ˆMonitoring Engagement with User Analytics
      • ๐ŸŽ›๏ธHow to Filter your User Analytics?
      • ๐Ÿ–ฅ๏ธUnderstanding your User Analytics Dashboards
  • Additional Ressources
    • ๐Ÿ“šExternal documentation
    • ๐ŸšSupport for App-builders
    • ๐Ÿ†•Latest releases
      • ๐ŸŽ2025 Releases
      • ๐ŸŽ2024 Releases
      • ๐ŸŽ2023 Releases
    • ๐Ÿ”งTroubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
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On this page
  • Configure a file storage connection
  • Adding a New File Storage
  • Managing File Storage

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  1. Data Management
  2. Datasources in Toucan
  3. Managing remote file storages

Setting up a file storage

Configure a file storage connection

To begin, navigate to the DataHub section and select Data Sources. Below the connector options, youโ€™ll find the File Storage section.

Adding a New File Storage

  1. Click โ€œAdd a File Storageโ€ This opens a modal window where you can choose the type of file storage system you want to connect.

  2. Select Storage Type among:

    • SFTP

  3. Configure Connection After selecting your file storage, youโ€™ll be redirected to a new modal. Enter the required connection details following the appropriating documentation

  4. Test Connection (optional) Click on Test connection to test the connection with the file storage system you want to connect

  5. Save Click on Save to create a new file storage connection. A new file storage object will now appear in your list.

Click on the cross or Cancel button to close the modal.

Managing File Storage

Once your file storage is set up, you have several actions available:

  • Edit: update the connection details if your credentials or server information change.

  • Delete: remove the file storage connection if itโ€™s no longer needed.

  • Import a new file from this storage: to create a dataset (stored or live) from a file located in the storage system, you have just plugged.

Last updated 20 days ago

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