Documentation

Comprehensive PlaidCloud documentation covering data management, workflows, connectors, security, and analytics tools.

Allocation Assignments

Configure PlaidCloud allocation models for cost splitting, activity-based costing, IT chargeback, and driver-based distribution.

Custom App Sandbox

Build and deploy custom applications within the PlaidCloud Sandbox environment using your preferred frameworks and languages.

Dashboards

Create and customize PlaidCloud dashboards to visualize data with interactive charts, graphs, and dynamic metric displays.

Data and Service Connectors

Connect PlaidCloud to external data sources and services including databases, ERPs, REST APIs, cloud storage, and Git repositories.

Data Lakehouse Service

Learn about the PlaidCloud Data Lakehouse Service combining data warehouse speed with data lake flexibility and Iceberg support.

Data Management - Dimensions

Manage hierarchical data dimensions in PlaidCloud including attributes, alternate hierarchies, properties, and calculated values.

Data Management - Tabular

Manage tabular data in PlaidCloud using tables, views, and the high-performance Lakehouse engine for any-scale data processing.

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

Manage file storage accounts in PlaidCloud for importing and exporting data via CSV, Excel, Parquet, and other file formats.

How To

Step-by-step PlaidCloud how-to guides and practical solutions for common data processing, integration, and analysis challenges.

Identity and Access Management (IAM)

Manage PlaidCloud identity and access controls including user authentication, role-based permissions, and security groups.

Jupyter Notebooks and Command Line Interfaces

Access PlaidCloud directly through Jupyter Notebooks, command line interfaces, and API connections using OAuth token authentication.

Markdown Example Page

Reference guide for Markdown formatting syntax used in PlaidCloud documentation pages, with examples and usage patterns.

Panel Apps

Build and deploy interactive Holoviz Panel data applications natively within PlaidCloud for custom dashboards and data tools.

PlaidLink

Install and configure PlaidLink agents for secure access to systems behind firewalls, enabling remote queries and file transfers.

PlaidXL

Use the PlaidXL Excel Add-in to interact with PlaidCloud workspaces, projects, tables, and variables directly from Excel.

Projects

Set up and manage PlaidCloud projects to organize workflows, tables, data imports, and other analysis objects by purpose.

PySpark and Spark Compute Clusters

Build and run PySpark applications on PlaidCloud Spark compute clusters for distributed large-scale data analysis and processing.

Scheduled Workflows

Schedule and automate PlaidCloud workflow execution using the Event Scheduler with ordering, timing, and conditional triggers.

Workflow Steps

Browse all PlaidCloud workflow step types including import, export, table operations, notifications, and integration steps.

Workflows

Create and manage PlaidCloud workflows to load, transform, schedule, and automate data processing across your projects.