Custom App Sandbox
Build and deploy you own custom applications within PlaidCloud
Documentation
Allocation Assignments
Allocations enable splitting values (typically costs) to a more-granular level by applying a driver. Allocations are used for a multitude of purposes, including but not limited to Activity-Based Costing, IT & Shared Service Chargeback, and the calculation of a fully loaded cost to produce and provide a good or service to customers.
Dashboards
Dashboards are customizable, dynamic workspaces where data and results are visually displayed using multiple different types of charts and graphs. To access the Dashboards, click on the chart icon/Dashboards in the left menu.
Data and Service Connectors
Data Source Connectors are the means through which data connections are made to external systems to import or export data in or out of PlaidCloud.
Data Lakehouse Service
The PlaidCloud Data Lakehouse Service (DLS) provides the speed of a Data Warehouse combined with the vast storage capability of a Data Lake. The DLS is based on Databend, a Lakehouse suitable for big data analytics and traditional data warehouse operations while having data lake operations and compatibility with Apache Iceberg, Apache Hive, Apache Hudi, and Delta Lake. It's extensive analytical optimizations, array of indexing types, and high compression makes it ideal for wide array of uses.
Dimensions
Use, manage, view, and calculate values within hierarchical data
Expressions
Standard Expressions are basic level operations that can be added across the platform such as finding the max value in a column, extracting the year from a date field, or removing the leading zeroes in a text field.
File Management
File management allows for the creation and management of account access and document stores for importing data into and exporting data out of PlaidCloud via csv, Excel, parquet, avro, and other file formats. To view the document Management tools, click on the file folder icon/Document in the left menu.
How To
An area dedicated to helping PlaidCloud builders solve problems in unique ways
Identity and Access Management (IAM)
Manage the permissions for accessing PlaidCloud
Jupyter Notebooks and Command Line Interfaces
Allow access to PlaidCloud directly via Jupyter Notebooks, command line interfaces, and API access through OAuth Tokens.
Panel Apps
Build and deploy Holoviz Panel Apps natively with PlaidCloud
PlaidLink
PlaidLink provides indirect access to client systems and processes that are protected by firewalls or behind other restrictions that make direct connections from within PlaidCloud difficult. By using a PlaidLink Agent installed within the isolated area, PlaidCloud can request the agent perform actions like running queries, downloading or uploading files, checking sensor conditions, interacting with SAP, and much more.
PlaidXL
The PlaidCloud Office Add-in (PlaidXL) allows for focused analysis interactions directly in Microsoft Excel. PlaidXL enables direct interaction with Workspaces, Projects, Workflows, Tables, Views, and Variables in PlaidCloud. Its ability to provide a set of PlaidCloud functions aids in managing data analysis processes directly from Microsoft Excel.
Projects
A Project is a place in PlaidCloud to manage a set of functions and data objects that serve a business purpose. For example, a Project could be BOM_Build, which is a set of workflows, tables, data imports, and so on that all work together to build the Bill of Materials. A Project is used exclusively in data management and does not include the display of data through a dashboard.
PySpark and Spark Compute Clusters
Build and deploy PySpark applications and utilize Spark compute clusters for large data analysis
Scheduled Workflows
There are 2 ways to schedule actions. The first is within the workflow itself by ordering, enabling, and applying conditionals to workflow steps. The second is within the event scheduler, which you can reach through Analyze->Tools menu->Event Scheduler. The Event Scheduler allows for ordering and applying conditionals to one or more workflows.
Tabular Data Management
Within a project, you can create and modify tables, views, and dimensions.
Workflow Steps
A Workflow Step is an individual action made within a workflow, such as load from a csv file, insert data into a table, or notify a user via SMS that an error condition occurred. To view the steps in a workflow, go to a project and the Workflow tab, and open a workflow to view all its steps.
Workflows
A Workflow is a set of steps that load and transform data from raw state into a final form. There can be multiple workflows within a project, and those can be scheduled, run if conditions are met, or run manually. To view the workflows, open a project and go to the Workflows tab.