PlaidCloud offers the ability to organize and manage tables, including labels. Tables are available to all workflows within a project and have many tools and options.
In addition to tables, PlaidCloud also offers Views based on table data. Using Views allows for instant updates when underlying table changes occur, as well as saving data storage space.
PlaidCloud uses a path-based system to organize tables, like you would use to navigate a series of folders, allowing for a more flexible and logical organization of tables. Using this system, tables can be moved within a hierarchy, or multiple references to one table from different locations in the hierarchy (alternate hierarchies), can be created. The ability to manage tables using this method allows the structure to reflect operational needs, reporting, and control.
Searching for tables is accomplished by using the filter box in the lower left of hierarchy. The search filter will search table names and labels for matches and show the results in the hierarchy above.
To move a table:
To rename a table:
To clear a table:
Note: You can clear a single table or multiple tables
To delete a table:
Note: You can also force delete the table(s). Force deletion of the table(s) will leave references broken, so this should be used sparingly.
To add a new folder:
To add a folder to an existing folder:
Table data is viewed using the Data Explorer. The Data Explorer provides a grid view of the data as well as a column by column summary of values and statistics. Point-and-click filtering and exporting to familiar file formats are both available. The filter selections can also be saved as an Extract step usable in a workflow.
Dashboard Visualizations are purposely limited to tables that have been published. When publishing a table, you can provide a unique name that may distinguish the data. This may be useful when the table has a more obscure name on part of the workflow that generated it, but it needs a clearer name for those building dashboards.
Published tables do not have paths associated with them. They will appear as a list of tables for use in the dashboards area.
The viewing of tables by various roles can be controlled by clicking the Explorer or Manager checkboxes. If multiple tables need to be updated, select the tables in the hierarchy and select the desired viewing role from the Actions menu on the top toolbar.
Add a memo to a table to help understand the data.
The number of rows, columns, and the data size for each table is shown in the table hierarchy. For very large tables (multi-million rows) the row count may be estimated and an indicator for approximate row count will be shown.
To view and edit other table attributes:
To duplicate a table: