Getting started
Build your first workflow
Turn a recurring spreadsheet task into a workflow you can save, inspect and run again. This walkthrough builds a revenue-by-region report from a sales dataset with status, region and revenue columns.
1. Bring in your data
Open Datasets → Import Dataset to upload a CSV or Excel file. Check the preview and column profile, name the dataset, then select Create Dataset. Follow Import your data for the full walkthrough.
For data in PostgreSQL, save a connection and choose its table directly in the Designer.
2. Build the report
Open Workflows → New workflow. Add these tools to the canvas and connect them in order:
| Tool | Configuration | Result |
|---|---|---|
| Database Source | Choose Dataset and select your imported sales dataset, or choose Table and a PostgreSQL table. | The source columns become available to downstream tools. |
| Filter | Select status, use the not-equal condition, and enter cancelled. | Keeps orders included in the report. |
| Aggregate | Select region under Group By. Add a Sum action for revenue. | Produces a revenue total for each region. |
| Sort | Choose the revenue total and descending order. | Places the highest-revenue regions first. |
| Preview | Connect the Sort output. | Displays the report for inspection. |
The Filter, Aggregate and Sort guides explain each tool's controls.
3. Inspect and run
Select a tool to inspect its output as you build. The results panel provides Table, Schema, Profile, SQL, Run Details and Messages tabs.
Tool previews show up to 100 rows. Select Run to produce the complete result, then use Export → Download all rows (CSV) or Download all rows (Excel) when the run completes. The result label distinguishes a preview from a complete result.
4. Keep the workflow and its results
Give the workflow a useful name, such as Revenue by region, and select Save workflow. You can reopen it from Workflows whenever the report is needed.
To keep the report inside DataQloo, connect an Output tool to the Sort output and choose DataQloo Storage. Enter a dataset name, save the workflow and select Run. The resulting dataset appears in Datasets, ready for analysis or use in another workflow.
See Save and reuse results for dataset versions and complete-result downloads.
5. Make the workflow repeatable
Open the saved workflow's Schedule menu to choose when it runs. Use Automation to monitor scheduled runs and pause or resume them.
Continue with Schedule a workflow, or Explore your dataset to investigate trends and compare periods.