Guide
Documentation
Versions
Release Information
Production
Beta
Development
PlaidCloud
Analyze
Projects
Viewing Projects
Managing Projects
Managing Tables and Views
Managing Hierarchies
Managing Data Editors
Archive a Project
Viewing the Project Log
Data Management
Using Tables and Views
Table Explorer
Using Dimensions (Hierarchies)
Publishing Tables
Workflows
Where are the Workflows
Workflow Explorer
Create Workflow
Duplicate a Workflow
Copy & Paste steps
Change the order of steps in a workflow
Run a workflow
Running one step in a workflow
Running a range of steps in a workflow
Managing Step Errors
Continue on Error
Skip steps in a workflow
Conditional Step Execution
Controlling Parallel Execution
Manage Workflow Variables
Viewing Workflow Log
View Workflow Report
View a dependency audit
Workflow Steps
Workflow Control Steps
Create Workflow
Run Workflow
Stop Workflow
Copy Workflow
Rename Workflow
Delete Workflow
Set Project Variable
Set Workflow Variable
Worklow Loop
Raise Workflow Error
Clear Workflow Log
Import Steps
Import Archive
Import CSV
Import Excel
Import External Database Tables
Import Fixed Width
Import Google BigQuery
Import Google Spreadsheet
Import HDF
Import HTML
Import JSON
Import Project Table
Import Quandl
Import SAS7BDAT
Import SPSS
Import SQL
Import Stata
Import XML
Export Steps
Export to CSV
Export to Excel
Export to External Project Table
Export to Google Spreadsheet
Export to HDF
Export to HTML
Export to JSON
Export to Quandl
Export to SQL
Export to Table Archive
Export to XML
Table Steps
Table Anti Join
Table Append
Table Clear
Table Copy
Table Cross Join
Table Drop
Table Extract
Table Faker
Table In-Place Delete
Table In-Place Update
Table Inner Join
Table Lookup
Table Melt
Table Outer Join
Table Pivot
Table Union All
Table Union Distinct
Table Upsert
Dimension Steps
Dimension Clear
Dimension Create
Dimension Delete
Dimension Load
Dimension Sort
Document Steps
Compress PDF
Concatenate Files
Convert Document Encoding
Convert Document Encoding to ASCII
Convert Document Encoding to UTF-8
Convert Document Encoding to UTF-16
Convert Image to PDF
Convert PDF or Image to JPEG
Copy Document Directory
Copy Document File
Create Document Directory
Crop Image to Headshot
Delete Document Directory
Delete Document File
Document Text Substitution
Fix File Extension
Merge Multiple PDFs
Rename Document Directory
Rename Document File
Notification Steps
Notify Distribution Group
Notify Agent
Notify Via Email
Notify Via Log
Notify via Microsoft Teams
Notify via Slack
Notify Via SMS
Notify Via Twitter
Notify Via Web Hook
Agent Steps
Agent Remote Execution of SQL
Agent Remote Export of SQL Result
Agent Remote Import Table into SQL Database
Document - Remote Delete File
Document - Remote Export File
Document - Remote Import File
Document - Remote Rename File
General Steps
Pass
Run Remote Python
User Defined Transform
Wait
PDF Reporting Steps
Report Single
Reports Batch
Common Step Operations
Advanced Data Mapper Usage
Allocation By Assignment Dimension
Allocation Split
Rule-Based Tagging
SAP ECC and S/4HANA Steps
Call SAP Financial Document Attachment
Call SAP General Ledger Posting
Call SAP Master Data Table RFC
Call SAP RFC
SAP PCM Steps
Create SAP PCM Model
Delete SAP PCM Model
Calculate PCM Model
Copy SAP PCM Model
Copy SAP PCM Period
Copy SAP PCM Version
Rename SAP PCM Model
Run SAP PCM Console Job
Run SAP PCM Hyper Loader
Stop PCM Model Calculation
Scheduled Workflows
Event Scheduler
External Data Source and Service Connectors
Data Connections
Allocation Assignments
Getting Started
Allocations Quick Start
Why are Allocations Useful
Configure Allocations
Configure an Allocation
Recursive Allocations
Results and Troubleshooting
Allocation Results
Troubleshooting Allocations
Data Lakehouse Service
Getting Started
Pricing
Dashboards
Learning About Dashboards
Using Dashboards
Formatting Numbers and Other Data Types
Example Calculated Columns
Example Metrics
Document Management
Adding New Document Accounts
Add AWS S3 Account
Add Google Cloud Storage Account
Add Wasabi Hot Storage Account
Account and Access Management
Control Document Account Access
Document Temporary Storage
Managing Document Account Backups
Managing Document Account Owners
Using Start Paths in Document Accounts
Using Document Accounts
Expressions
Aggregate Functions
ANY
APPROX_COUNT_DISTINCT
ARG_MAX
ARG_MIN
ARRAY_AGG
AVG
AVG_IF
COUNT
COUNT_DISTINCT
COUNT_IF
COVAR_POP
COVAR_SAMP
GROUP_ARRAY_MOVING_AVG
GROUP_ARRAY_MOVING_SUM
KURTOSIS
MAX
MAX_IF
MEDIAN
MEDIAN_TDIGEST
MIN
MIN_IF
QUANTILE_CONT
QUANTILE_DISC
QUANTILE_TDIGEST
QUANTILE_TDIGEST_WEIGHTED
RETENTION
SKEWNESS
STDDEV_POP
STDDEV_SAMP
STRING_AGG
SUM
SUM_IF
WINDOW_FUNNEL
AI Functions
AI_EMBEDDING_VECTOR
AI_TEXT_COMPLETION
AI_TO_SQL
COSINE_DISTANCE
Array Functions
ARRAY_AGGREGATE
ARRAY_APPEND
ARRAY_APPLY
ARRAY_CONCAT
ARRAY_CONTAINS
ARRAY_DISTINCT
ARRAY_FILTER
ARRAY_FLATTEN
ARRAY_GET
ARRAY_INDEXOF
ARRAY_LENGTH
ARRAY_PREPEND
ARRAY_REDUCE
ARRAY_REMOVE_FIRST
ARRAY_REMOVE_LAST
ARRAY_SLICE
ARRAY_SORT
ARRAY_TO_STRING
ARRAY_TRANSFORM
ARRAY_UNIQUE
CONTAINS
GET
RANGE
SLICE
UNNEST
Bitmap Functions
BITMAP_AND
BITMAP_AND_COUNT
BITMAP_AND_NOT
BITMAP_CARDINALITY
BITMAP_CONTAINS
BITMAP_COUNT
BITMAP_HAS_ALL
BITMAP_HAS_ANY
BITMAP_INTERSECT
BITMAP_MAX
BITMAP_MIN
BITMAP_NOT
BITMAP_NOT_COUNT
BITMAP_OR
BITMAP_OR_COUNT
BITMAP_SUBSET_IN_RANGE
BITMAP_SUBSET_LIMIT
BITMAP_UNION
BITMAP_XOR
BITMAP_XOR_COUNT
INTERSECT_COUNT
SUB_BITMAP
Conditional Functions
[ NOT ] BETWEEN
[ NOT ] IN
AND
CASE
COALESCE
Comparison Methods
ERROR_OR
GREATEST
IF
IFNULL
IS [ NOT ] DISTINCT FROM
IS_ERROR
IS_NOT_ERROR
IS_NOT_NULL
IS_NULL
LEAST
NULLIF
NVL
NVL2
OR
Context Functions
CONNECTION_ID
CURRENT_USER
DATABASE
LAST_QUERY_ID
VERSION
Conversion Functions
BUILD_BITMAP
CAST, ::
TO_BITMAP
TO_BOOLEAN
TO_FLOAT32
TO_FLOAT64
TO_HEX
TO_INT16
TO_INT32
TO_INT64
TO_INT8
TO_STRING
TO_TEXT
TO_UINT16
TO_UINT32
TO_UINT64
TO_UINT8
TO_VARCHAR
TO_VARIANT
TRY_CAST
Date & Time Functions
ADD TIME INTERVAL
CURRENT_TIMESTAMP
DATE
DATE DIFF
DATE_ADD
DATE_FORMAT
DATE_PART
DATE_SUB
DATE_TRUNC
DAY
EXTRACT
MONTH
NOW
QUARTER
STR_TO_DATE
STR_TO_TIMESTAMP
SUBTRACT TIME INTERVAL
TIME_SLOT
TIMEZONE
TO_DATE
TO_DATETIME
TO_DAY_OF_MONTH
TO_DAY_OF_WEEK
TO_DAY_OF_YEAR
TO_HOUR
TO_MINUTE
TO_MONDAY
TO_MONTH
TO_QUARTER
TO_SECOND
TO_START_OF_DAY
TO_START_OF_FIFTEEN_MINUTES
TO_START_OF_FIVE_MINUTES
TO_START_OF_HOUR
TO_START_OF_ISO_YEAR
TO_START_OF_MINUTE
TO_START_OF_MONTH
TO_START_OF_QUARTER
TO_START_OF_SECOND
TO_START_OF_TEN_MINUTES
TO_START_OF_WEEK
TO_START_OF_YEAR
TO_TIMESTAMP
TO_UNIX_TIMESTAMP
TO_WEEK_OF_YEAR
TO_YEAR
TO_YYYYMM
TO_YYYYMMDD
TO_YYYYMMDDHH
TO_YYYYMMDDHHMMSS
Geography Functions
GEO_TO_H3
GEOHASH_DECODE
GEOHASH_ENCODE
H3_CELL_AREA_M2
H3_CELL_AREA_RADS2
H3_DISTANCE
H3_EDGE_ANGLE
H3_EDGE_LENGTH_KM
H3_EDGE_LENGTH_M
H3_EXACT_EDGE_LENGTH_KM
H3_EXACT_EDGE_LENGTH_M
H3_EXACT_EDGE_LENGTH_RADS
H3_GET_BASE_CELL
H3_GET_DESTINATION_INDEX_FROM_UNIDIRECTIONAL_EDGE
H3_GET_FACES
H3_GET_INDEXES_FROM_UNIDIRECTIONAL_EDGE
H3_GET_ORIGIN_INDEX_FROM_UNIDIRECTIONAL_EDGE
H3_GET_RESOLUTION
H3_GET_UNIDIRECTIONAL_EDGE
H3_GET_UNIDIRECTIONAL_EDGE_BOUNDARY
H3_GET_UNIDIRECTIONAL_EDGES_FROM_HEXAGON
H3_HEX_AREA_KM2
H3_HEX_AREA_M2
H3_HEX_RING
H3_INDEXES_ARE_NEIGHBORS
H3_IS_PENTAGON
H3_IS_RES_CLASS_III
H3_IS_VALID
H3_K_RING
H3_LINE
H3_NUM_HEXAGONS
H3_TO_CENTER_CHILD
H3_TO_CHILDREN
H3_TO_GEO
H3_TO_GEO_BOUNDARY
H3_TO_PARENT
H3_TO_STRING
H3_UNIDIRECTIONAL_EDGE_IS_VALID
POINT_IN_POLYGON
STRING_TO_H3
Hash Functions
BLAKE3
CITY64WITHSEED
MD5
SHA
SHA1
SHA2
SIPHASH
SIPHASH64
XXHASH32
XXHASH64
IP Address Functions
INET_ATON
INET_NTOA
IPV4_NUM_TO_STRING
IPV4_STRING_TO_NUM
TRY_INET_ATON
TRY_INET_NTOA
TRY_IPV4_NUM_TO_STRING
TRY_IPV4_STRING_TO_NUM
Numeric Functions
ABS
ACOS
ADD
ASIN
ATAN
ATAN2
CBRT
CEIL
CEILING
COS
COT
CRC32
DEGREES
DIV
DIV0
DIVNULL
EXP
FACTORIAL
FLOOR
INTDIV
LN
LOG(b, x)
LOG(x)
LOG10
LOG2
MINUS
MOD
MODULO
NEG
NEGATE
PI
PLUS
POW
POWER
RADIANS
RAND()
RAND(n)
ROUND
SIGN
SIN
SQRT
SUBTRACT
TAN
TRUNCATE
Other Functions
ASSUME_NOT_NULL
EXISTS
GROUPING
HUMANIZE_NUMBER
HUMANIZE_SIZE
IGNORE
REMOVE_NULLABLE
TO_NULLABLE
TYPEOF
Semi-Structured Functions
AS_<type>
CHECK_JSON
FLATTEN
GET
GET_IGNORE_CASE
GET_PATH
IS_ARRAY
IS_BOOLEAN
IS_FLOAT
IS_INTEGER
IS_NULL_VALUE
IS_OBJECT
IS_STRING
JSON_ARRAY
JSON_ARRAY_ELEMENTS
JSON_EACH
JSON_EXTRACT_PATH_TEXT
JSON_OBJECT_KEYS
JSON_PATH_EXISTS
JSON_PATH_MATCH
JSON_PATH_QUERY
JSON_PATH_QUERY_ARRAY
JSON_PATH_QUERY_FIRST
JSON_PRETTY
JSON_STRIP_NULLS
JSON_TO_STRING
JSON_TYPEOF
OBJECT_KEYS
PARSE_JSON
SLEEP
String Functions
ASCII
BIN
BIT_LENGTH
CHAR
CHAR_LENGTH
CHARACTER_LENGTH
CONCAT
CONCAT_WS
FROM_BASE64
FROM_HEX
HEX
INSERT
INSTR
LCASE
LEFT
LENGTH
LENGTH_UTF8
LIKE
LOCATE
LOWER
LPAD
MID
NOT LIKE
NOT REGEXP
NOT RLIKE
OCT
OCTET_LENGTH
ORD
POSITION
QUOTE
REGEXP
REGEXP_INSTR
REGEXP_LIKE
REGEXP_REPLACE
REGEXP_SUBSTR
REPEAT
REPLACE
REVERSE
RIGHT
RLIKE
RPAD
SOUNDEX
SOUNDS LIKE
SPACE
SPLIT
SPLIT_PART
STRCMP
SUBSTR
SUBSTRING
TO_BASE64
System Functions
CLUSTERING_INFORMATION
FUSE_BLOCK
FUSE_COLUMN
FUSE_ENCODING
FUSE_SEGMENT
FUSE_SNAPSHOT
FUSE_STATISTIC
Table Functions
GENERATE_SERIES
INFER_SCHEMA
INSPECT_PARQUET
LIST_STAGE
RESULT_SCAN
UUID Functions
GEN_RANDOM_UUID
UUID
Window Functions
CUME_DIST
DENSE_RANK
FIRST
FIRST_VALUE
LAG
LAST
LAST_VALUE
LEAD
NTH_VALUE
NTILE
PERCENT_RANK
RANK
ROW_NUMBER
Identity and Access Management (IAM)
Overview
Organizations and Workspaces Explained
Viewing and Managing Workspaces
Managing Workspace Members
Managing Security Groups and Assignments
Member (User) Identity
Member Management
Member Authentication
Advanced Operations
Manage Organization Administrators
Managing Single Sign-On for Organization
Setting Member Expiration Period
Jupyter and Command Line Interfaces
Jupyter Notebooks
Command Line
OAuth Tokens
PlaidLink
PlaidLink Agents
Installation
Configure
Upgrade
PlaidXL
Installation
Connecting
Working with Data
Markdown Example Page
PlaidCloud Documentation
PlaidCloud
Analyze
Allocation Assignments
Configure Allocations
Recursive Allocations
Recursive Allocations
How to set up and manage recursive allocations
Content coming soon...