#tutorial

Building a Filtered Revenue Report Without Writing SQL

A walkthrough of building a real workflow — connect, filter, summarize, sort — on the canvas, and what the compiled SQL looks like underneath.

Building Your First Workflow: From Blank Canvas to Saved Report

An empty canvas doesn't tell you where to start. Here's the smallest possible workflow — three nodes, one question answered — as a first step before anything more ambitious.

How to Clean a Messy Spreadsheet Without Writing Formulas

A rep-performance report is only fair if every row actually has a rep attached to it. Here's how to exclude the rows that don't — without a single spreadsheet formula.

How to Import a CSV File Into a Reusable Dataset

A CSV export that only exists as an email attachment gets re-cleaned by hand every time someone needs it. Here's how to import it once and reuse it instead.

How to Import an Excel File Without Writing a Script

A vendor's billing spreadsheet arrives every month with the same formulas, the same formatting quirks, and the same manual cleanup. Here's how to import it once instead of re-fixing it every time.

Building a Monthly Close Report Without an Analyst on Call

Close shouldn't wait on whoever knows how to run the report. Here's a profit-by-product close view finance can rerun themselves, every month, without a ticket to the data team.

Visual ETL for PostgreSQL: Clean and Prepare Data Without Complex SQL

Every Monday, someone filters cancelled orders out of a PostgreSQL export and re-totals it by hand. Here's the same report built once, on a canvas, and rerun in seconds — no SQL required.