Cascade Library
  • Introduction
    • Welcome to Cascade
    • Workspaces
  • Getting Started
    • Build Your First Workflow
    • Build Your First Data App
  • Workflows
    • Overview
      • Navigating the Canvas
      • Setting Up
      • Drag and Drop
      • Tools
    • Dynamic Workflows
    • Global Variables
    • Data Locker
    • Scheduling
    • Webhooks
    • Run Logs
    • Workflow Deployment
  • Integrations
    • Connecting Cascade to your database
    • Amazon S3
    • Azure Blob Storage
    • BigQuery
    • Google Sheets
    • MySQL
    • Postgres
    • Redshift
    • SQL Server
    • Snowflake
    • Tableau Server
  • Tools
    • Import
      • Import File
      • Import from Data Locker
      • Import from API
      • Import Sample Data
      • New Table
    • Clean
      • Validate Schema
      • Find/Replace
      • Text to Columns
      • Flatten Json
      • Sample
      • Standardize
      • Validate
    • Transform
      • Edit Columns
      • Select Columns
      • Filter
      • Sort
      • Pivot
      • Unpivot
      • Deduplicate
    • Merge
      • Append
      • Join
      • Multi Join
      • Fuzzy Join
    • Predictive Modeling
      • Build Model
      • Apply Model
      • Correlate
      • ARIMA Forecast
    • Flow
      • Conditional
    • Code
      • Python
      • SQL
    • Visualize
      • Chart
        • Bar
        • Line
        • Combo
        • Scatter
        • Histogram
        • Box
        • Pie
        • Area
        • Funnel
    • Publish
      • Publish to Data Locker
      • Publish via Email
      • Publish to URL
      • Embed
  • Functions & Expressions
    • Functions
      • Aggregate Functions
        • AVERAGE
        • CORR
        • COUNT
        • COUNTD
        • COUNTBY
        • COUNTIF
        • COUNTIFS
        • COVAR
        • COVARP
        • COVARS
        • MAX
        • MEDIAN
        • MIN
        • MAXBY
        • MINBY
        • PERCENTILE
        • STDEV
        • STDEVP
        • STDEVS
        • SUM
        • SUMBY
        • SUMIF
        • VAR
        • VARP
        • VARS
        • RUNNINGTOTALBY
          • SIGN
          • SIN
          • SQRT
          • SQUARE
          • TAN
          • ZN
      • Conversion Functions
        • TIMESTAMPTODATE
        • TODATE
        • TODECIMAL
        • TOINT
      • Date/Time Functions
        • DATEADD
        • DATEDIF
        • DATENAME
        • DATENORMALIZE
        • DATEPART
        • DATETRUNC
        • DAY
        • DAYS
        • HOUR
        • ISDATE
        • ISOWEEKDAY
        • ISOWEEK
        • ISOQUARTER
        • ISOYEAR
        • MAKEDATE
        • MAKEDATETIME
        • MINUTE
        • MONTH
        • NOW
        • QUARTER
        • SECOND
        • TODAY
        • WEEK
        • WEEKDAY
        • YEAR
      • Logical Functions
        • AND
        • BETWEEN
        • CASE
        • CHOOSE
        • CONTAINSWITHIN
        • IF
        • IFS
        • IIF
        • IN
        • IFNULL
        • ISBOOLEAN
        • ISDECIMAL
        • ISDURATION
        • ISINTEGER
        • ISNULL
        • ISNUMBER
        • ISSTRING
        • ISUNIQUE
        • NOT
        • NULL
        • OR
        • SWITCH
        • ALL
          • TOSTRING
        • ANY
      • Math Functions
        • ABS
        • ACOS
        • ASIN
        • ATAN
        • ATAN2
        • CEILING
        • COS
        • COT
        • COSEC
        • DEGREES
        • DIV
        • EVEN
        • EXPONENTIAL
        • FILLINFINITY
        • FLOOR
        • HAVERSINE
        • LOG
        • LN
        • ODD
        • MODULO
        • PERCENTILEOFVALUE
        • PERCENTILEVALUE
        • PI
        • POWER
        • RADIANS
        • RANDOM
        • ROUND
        • SEC
      • Table Functions
        • ENCODE
        • INDEX
        • INDEXBY
        • FILLNULL
        • FIRSTBY
        • GENERATEUNIQUEID
        • LASTBY
        • LOOKUP
        • MATCH
        • NTH
        • OFFSET
        • OFFSETBY
        • PREVIOUSVALUE
        • RANK
        • RANKBY
        • RECORDID
        • ROLLINGAVERAGE
        • ROW
        • RUNNINGAVERAGE
        • RUNNINGMAX
        • RUNNINGMIN
        • RUNNINGSTDEV
        • RUNNINGTOTAL
        • WINDOWAVERAGE
        • WINDOWMAX
        • WINDOWMIN
        • WINDOWCOUNT
        • WINDOWSUM
        • SEQUENCE
        • WINDOWMEDIAN
        • WINDOWSTDEV
        • WINDOWSTDEVP
        • WINDOWSTDEVS
        • WINDOWVAR
        • WINDOWVARP
        • WINDOWVARS
        • WINDOWCORR
        • WINDOWCOVAR
        • WINDOWCOVARP
        • WINDOWCOVARS
        • SMOOTHEDAVERAGE
      • Text Functions
        • ASCII
        • CHAR
        • CONCAT
        • CONTAINS
        • ENDSWITH
        • FIND
        • FINDNTH
        • ISEMPTY
        • JSONPARSE
        • LEFT
        • LENGTH
        • LOWER
        • LTRIM
        • MID
        • PROPER
        • RIGHT
        • RTRIM
        • SPACE
        • SPLIT
        • STARTSWITH
        • TRIM
        • SUBSTITUTE
        • UPPER
    • Building Expressions
      • Expression Operators
      • Guide to Window Functions
  • Cascade FAQs
    • Best Practices
      • 💬How to add a total row to a table
      • 💬How to leave comments on a workflow
      • 💬How to add new columns in the Edit Columns tool
      • 💬Setting up a New Table tool
      • 💬How to rename a tool
    • Knowledge Based
      • 💬How to change Data Types in Cascade
      • 💬How to remove columns from a table in Cascade
      • 💬How to rename columns in Cascade
      • 💬Understanding the Join options in the Cascade Join tool
      • 💬How to connect tools to each other
    • Import
      • 💬How to Import an Excel File into Cascade
      • 💬How to Import a CSV File into Cascade
      • 💬How to import a CSV file into the Data Locker
    • Functions and Expressions
      • 💬How to write an IN() statement with multiple variables
      • 💬How to Remove null Records with a Filter tool
      • 💬How to write an IF Statement in Cascade
      • 💬How to replace null values with 0
    • Troubleshooting
      • ⚠️What does it mean if my workflow won’t load?
      • ⚠️Why can’t I connect my tool to other tools?
      • ⚠️Why are there duplicate records after my Join tool?
  • Change Log
On this page
  • New workflow
  • Import File
  • Prep and Cleanse
  • Publish and Visualize

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  1. Getting Started

Build Your First Workflow

PreviousWorkspacesNextBuild Your First Data App

Last updated 2 years ago

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New users can leverage the Cascade Canvas Tutorial in their workspace for a hands-on experience discovering Cascade.

Everything in Cascade starts with a workflow, which serves as the backbone of the data logic. Within minutes, the cards and dots located in the tool menu allow you to quickly formulate your logic into a visual representation.

New workflow

From your workspace, click 'New Workflow'. Instantly, you will be redirected to the canvas located within a new workflow file.

Import File

Most of the Import tools must be set up before they can be connected to subsequent tools. To do this, click on the tool and follow the prompts in the tool configuration.

A wrench icon displayed atop a tool is indicative of the fact that it needs to be configured.

Connect to Flat Files
Connect to your Data Warehouse
Connect to APIs

Prep and Cleanse

Having imported data to your canvas, it's time to hone in on crafting a data-logic flow. Connect your input data to one (or numerous) of the following tool types: cleanse, transform, merge.

Cleanse
Transform
Combine

Publish and Visualize

Publish to your Warehouse
Build a Data App

Every workflow must begin with a data source; thus, drag and drop a tool from the tool group onto the canvas.

Flat files such as CSVs and XLSXs can be imported to the Cascade canvas by selecting the tool. In addition to these formats, the canvas also accepts SAV and HYPER files.

can be configured from your workspace to facilitate the transfer of data from a warehouse to the canvas. To do this, select the Import from Integration tool.

APIs, both public and private, can be accessed with the tool to bring datasets to your canvas.

tools are ideal for cleaning and standardizing messy data before analysis. Utilize the feature, familiar to anyone who has worked with a spreadsheet. Alternatively, you can deploy the functionality to substitute values from a specified column.

tools provide insight into data. The tool possesses an expression builder in the style of a spreadsheet, allowing for the insertion of new calculations. Additionally, you can incorporate a tool to total and aggregate data. The tool is also useful for singling out rows based on a given criteria.

tools combine multiple downstream datasets. Connect multiple datasets to the tool, for a seamless union of rows. Alternatively, join two datasets using the tool, based on a shared column.

Don't let your insights remain locked in your data. Transform your findings into visuals to share with your colleagues. Utilize the tool to create bar charts, line graphs, scatter plots, and more.

Deliver your tabular data with the Publish to Integration tool. This feature pipes a dataset back to your data warehouse. Alternatively, use the tool to host the dataset at a public URL, or the tool to send a CSV to a designated email address.

Construct a Data App to showcase your discoveries, like a notebook-style microsite. Create a narrative to share with a client. Develop a tools dashboard. Or design a data integration portal for your partner-clients. Interested in exploring Data Apps? Check out our or take a peek at .

Import
Import File
Integrations
Import from API
Cleanse
Text to Columns
Find Replace
Transform
Edit Columns
Pivot
Filter
Merge
Append
Join
Chart
Embed
Publish via Email
Data App Gallery
Build Your First Data App