Tutorials

Tutorials are longer, scenario-based walkthroughs. Each builds something concrete and references the underlying guides as it goes.

The groups below follow the path from a brand-new account to real, everyday productivity: start here, build your first pipeline, work with confidence, operate and govern, come across from another tool, and extend with AI. Work top to bottom for a guided path, or jump to the one that matches what you need right now. Every tutorial also stands on its own.

Start Here

Your first session — from signing in to your own first result in well under an hour.

Your First 15 Minutes~15 min · Sign in, get oriented to the workspace, and run your first ready-made example.

From CSV to Answer in 10 Minutes~10 min · The fastest win with your own data — upload a CSV, land it, run one transform, read a result.

Start From an Existing Project~15 min · Skip the blank canvas — copy a working project and make it your own.

Build Your First Pipeline

The core path data takes through PlaidCloud: connect it, shape it, model it, and show it.

Connect a Live Data Source~30 min · Create a connection to an external database or cloud service, land its data into a table, and set it to refresh.

Analyze NetSuite Financials~45 min · Connect to NetSuite, pull the general ledger with SuiteQL, and shape it into a monthly P&L and an A/R aging you can put on a dashboard.

Analyze Sage Intacct Financials~40 min · Connect to Sage Intacct, pull account balances with the Import Sage step, and shape them into a departmental P&L you can put on a dashboard.

Load, Transform, and Publish Data~1 hour · End-to-end workflow that imports a CSV, transforms it through table steps, and publishes the result.

Transform Data With SQL and Expressions~30 min · The everyday primitive — filter, join, and add a calculated column inside a workflow step.

Design a Dimension Hierarchy~30 min · Build a dimension, add an alternate hierarchy, load it from a table, and use it downstream.

Build an Allocation Model~1 hour · Spread a cost pool across business units using driver data and a dimension hierarchy.

Build a Dashboard From a Published Table~30 min · Turn a published table into a chart, assemble a dashboard, and share the result.

Work With Confidence

The skills that make you self-sufficient — experiment safely, debug, reuse, and collaborate.

You Can't Break Anything: Snapshots and Time Travel~20 min · Take a snapshot, look back at an earlier state, and read the project log — nothing is ever lost.

Debug a Workflow~25 min · Run one step, preview its data, read the log, and trace inputs with the dependency audit.

Reuse Your Work: Variables, Macros, and UDFs~30 min · Parameterize with variables, package a macro, and add a user-defined transform.

Collaborate: Versions, Compare, and Share~25 min · See version history, compare projects, organize with labels, and share a deep link.

Operate and Govern

Put work into production and control who can reach it.

Automate a Workflow on a Schedule~25 min · Schedule a workflow with the Event Scheduler, watch its run history and logs, and handle the first failure.

Control Who Sees What~20 min · Create a security group, assign members to it, and scope what a group can reach.

Coming From Another Tool

Bring your existing work — and your existing habits — across on day one.

Migrate Your First Alteryx Workflow~30 min · Take one Alteryx workflow through a readiness check, import, conversion review, and a validated run.

Work in Excel With PlaidXL~20 min · Install the PlaidXL add-in, connect Excel to your workspace, and pull table data into a sheet.

Extend With AI

Put an AI agent to work — helping you build, or embedded in what you ship.

Fix a Workflow With the AI Assistant~20 min · A step fails; open the built-in AI Assistant to diagnose and apply the fix, then generate a SQL extract.

Connect an AI Coding Agent~20 min · Wire Claude Code, Cursor, ChatGPT, or another MCP-compatible tool to your PlaidCloud workspace.

Build an AI Agent Inside a Panel App~30 min · Give an AI chat agent the REST API as its tools, scoped to each viewer's own permissions — no stored credentials.

If you’d like more tutorials or a specific scenario covered, contact your account team — concrete use cases drive what we add here.