Guides
How to accomplish specific things in PlaidCloud. Each guide is task-focused — find the goal, follow the steps.
ConnectionsConnect projects to external databases, file stores, and APIs.
Tables and viewsExplore, publish, and manage project tables.
DimensionsBuild and load hierarchies for slicing and aggregating data.
DocumentsConnect cloud storage accounts and manage documents.
Modeling
Section titled “Modeling”WorkflowsBuild, run, and manage data transformation pipelines.
AllocationsConfigure cost allocations, drivers, and recursive models.
ProjectsOrganize work into projects with hierarchies, editors, and audit logs.
Analysis and Delivery
Section titled “Analysis and Delivery”DashboardsBuild interactive dashboards from your published data.
AI AssistantProject-scoped chat for asking questions about your data and workflows.
Panel appsCreate and use interactive Panel apps.
EmailSend email notifications from workflows.
SandboxA safe scratch space for trying things out.