Snapshots are copies of data that allow you to track changes over time or store your results for use elsewhere. A Snapshot is a type of Dataset that's created by and stored in Data Studio.

Taking Snapshots

Connect the Take Snapshot step's input to the data you'd like to capture in a Snapshot. When the Workfow is run, a new batch of data will be created.

This data can then be added to an existing or new Dataset:

  • Select an existing one from the Dataset list.

  • Use Create new Dataset to create a new one.

    • Name - add a name as it will appear in Data Studio.

    • Summary - an optional short summary of the Dataset.

    • Description - an optional, longer description.

    • Dataset type - choose one of the options: Single batch will write the latest data to the Dataset and keep no history. Multi batch will retain older data in the Dataset allowing for trend analysis.

    • Add Batch Timestamp Column - When selected, an additional column will be added to the Dataset, recording the timestamp that the batch was created. This option is useful for trend analysis.

    • Allow automatic batch deletion - This will ensure that data batches which have been used in a Workflow are deleted after they have been processed (i.e. after the Workflow using those batches has been run). This option is intended to be used so that no batch is processed through a Workflow twice. It's used in conjunction with the Delete batches on completion setting in the Source step.

    • Publish to ODBC - Make the Dataset visible through ODBC connections.

Using Snapshots

Snapshots can be used like other Datasets:

  • As a Workflow source - add a Source step to a Workflow and select the required Snapshot Dataset.
  • As a View source - choose the required Snapshot Dataset when creating a View.