Quickstart

This walkthrough takes you from a new workspace to a working data transformation in roughly 10 minutes.

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What You’ll Build

A small workflow that:

1. Imports a CSV into a project table
2. Filters and transforms the data with a couple of steps
3. Publishes the result so other tools can consume it

Note

This is intentionally lightweight — it’s a tour of the moving parts, not a deep dive. Once you’ve finished, the Concepts page explains why things are organized the way they are, and the Guides section covers each task in detail.

1. Open a Project

After signing in, you’ll land in your workspace. Open the Projects tab and create a new project — give it a descriptive name like “Quickstart”. A project is where your data, workflows, and dimensions live together.

See Managing projects for more on the project lifecycle.

2. Import a CSV

Inside the project, open the Workflows tab and create a new workflow. Add an Import → CSV step. Either upload a small CSV from your local machine or point at a CSV in a connected document store.

Run that step. The CSV lands as a table in your project. Open the Tables tab to see it.

Reference: Import CSV step · Guide: Where are workflows?

3. Add a Transform Step

Back in the workflow, add a Tables → Table Lookup step (or any of the table steps). Configure source and target, choose which columns to keep, and apply a simple filter.

When you run the step, the output is a new table you can preview.

Reference: Workflow steps

4. Publish the Result

Add a final Publish step (under Data → Publish) so the table becomes available to dashboards, BI tools, or external consumers.

Guide: Publishing data

5. Run the Whole Workflow

Click Run on the workflow. Watch the log as each step executes. If anything errors, the Managing step errors guide covers debugging.

Where to Go Next

• Understand the model — Concepts explains what a workspace, project, workflow, table, and dimension actually are.
• Build something real — Tutorials walk through end-to-end scenarios (loading and transforming data, building an allocation, publishing a dashboard).
• Browse by task — Guides covers specific things you might want to do.
• Look something up — Reference has every workflow step, expression, and connector.