Data Module
This section provides detailed instructions and insights on managing data within the Cargo workspace through models and segments.
Records Panel in the Workflow Editor
Navigate and manipulate data sets and segments within the workspace.
- Name
Explore Datasets- Description
View and interact with all models loaded in the workspace.
- Name
Resync Dataset- Description
Manually refresh the data loaded in a model.
- Name
Resync Frequency- Description
Set the default interval for data refresh in models.
- Name
Create a Segment- Description
Apply and save filter criteria to create a segment on the model.
- Name
Filter for an Existing Segment- Description
Apply inclusion or exclusion filters based on existing segments.
- Name
Filter or Sort Segment Data- Description
Apply limitations or sort criteria to segment data.
- Name
Inspect Segment Changes History- Description
View a log of additions, removals, or modifications within a segment.
Managing Data Models in Storage
Create and manage different types of models to structure and store data effectively.
- Name
Create a Model from a Data Loader- Description
Integrate data loaders to bring external data into the workspace.
- Name
Create Data Extractor- Description
Extract and structure a new tab of data within a model.
- Name
Select a Model's ID- Description
Designate a unique identifier for data rows within a model.
- Name
Create an SQL Model- Description
Utilize SQL queries to construct models from existing database tables or other models.
- Name
Create a Google Sheet Model- Description
Import data directly from Google Sheets into a new model.
- Name
Create a CSV Model- Description
Import data from CSV files to construct a new model.
- Name
Edit a Model's Configuration- Description
Modify the setup of a model to change its data structure or behavior.
- Name
Resync the Model- Description
Refresh the model's data and trigger updates in related segments.
- Name
Set Resync Frequency- Description
Configure how frequently the model checks for and integrates new data.
- Name
Preview Button- Description
Review a model's data output before finalizing its creation or changes.
- Name
Preview Workflows Based on a Model- Description
Monitor workflows that are dependent on the current model.
- Name
Create a Computed Column- Description
Define and compute values dynamically from existing data columns in the model.
- Name
Create a Custom Column- Description
Add specialized data fields to enhance the model's data structure.
- Name
Create a Metrics Column- Description
Establish columns that calculate and display aggregated data metrics.