Publishing Tables
Since data pipelines can generate many intermediate tables and views useful for validation and process checks but not suitable for final results reporting,
PlaidCloud provides a Publish process to help reduce the noise when building Dashboards or pulling data in PlaidXL. The Publish process helps clarify
which tables and views are final and reliable for reporting purposes.
Publish
From the Tables tab in a PlaidCloud project configuration, find the table you wish to publish for use in dashboards and PlaidXL. Right-click on the
table record and select Set Published Table Reporting Name from the menu.
This will open a dialog where you can specify a unique published name. This name does not need to be the same as the table or view name. Enabling a different name is often useful when referencing data sources in dashboards and PlaidXL because it can provide a friendlier name to users.
Once the table or view is published, its published name will appear in the Published As column in the Tables view.
Unpublish
Unpublishing a table or view is similar to the publish process. From the Tables tab in a PlaidCloud project configuration, find the table you wish
to publish for use in dashboards and PlaidXL. Right-click on the table record and select Set Published Table Reporting Name from the menu.
When the dialog appears to set the published name, select the Unpublish button. This will remove the table from Dashboard and PlaidXL usage.
The published name will no longer appear in the Published As column.
Renaming
Renaming a table or view is similar to the publish process. From the Tables tab in a PlaidCloud project configuration, find the table you wish
to publish for use in dashboards and PlaidXL. Right-click on the table record and select Set Published Table Reporting Name from the menu.
When the dialog appears change the publish name to the new desired name. Press the Publish button to update the name.
The updated name will now appear in the Published As column as well as in Dashboard and PlaidXL.