v26.01: Working with Read Node
Read nodes retrieve data from various source systems and make it available to downstream nodes in the workflow. The Read category provides various node types, each designed for specific data sources.
Available Read Node Types
| Data Type | Description |
|---|---|
| Sheet | Reads data from sheets including standard sheets, multi-section sheets, and consolidation sheets |
|
v26.02: Transaction Table |
Reads data from transaction tables within the system |
|
v26.02: Remote Table |
Connects to and reads from remote tables in external systems |
| File Reader | Imports data from CSV, Excel, and other file formats |
| File Upload | Uploads and reads data from files |
| ERP Connector | Reads data from ERP system connections |
| API Reader | Reads data from API endpoints |
| Master Data | Accesses master data entities |
| Journal | Reads journal entries for transactional data |
Configure Read Node
To add and configure a Read node:
- Select + Add Node. The Add Node dialog opens.
- Select Read > select the required data type. The node appears on the canvas and the side pane opens.
- Enter the Unique name.
- v26.03: Select the Source using the inline selector.
- Configure the Layout sections as described below.
- (Optional) In Settings > Precedent Nodes, select nodes that must execute before this node.
-
After configuring all required fields, Select Publish in the Level 2 header to save the node configuration.
The system validates the configuration and displays retrieved data in the grid viewer below the canvas. Data appears in read-only format structured according to the configured layout.
After publishing, two additional controls become available in the Level 2 header:
- Refresh: Re-reads source data and previews unpublished layout changes without requiring a full publish.
- View/Edit Mode: Toggles whether the configuration panel displays while maintaining the read-only data grid.
All Read nodes share common configuration elements that define what data to retrieve and how to structure it.
Configuration Layout
The Configuration layout section determines which dimensions and metrics to include and how to organize them in the output.
The layout consists of three sections that work together to define the data structure.
| Section | Purpose | Allowed Elements |
|---|---|---|
| Rows | Dimensions that appear as rows in output | Dimensions only (Context or Fixed members) |
| Columns | Dimensions or metrics as columns (Sheet only) | Dimensions: Fixed members; Metrics: One metric |
| Filters | Filter data without displaying in output | Dimensions only (Context or Fixed members) |
Each dimension displays controls: Filter Icon (member selector), Ellipsis Menu (Move/Remove options), Preferences (Rows only), and Expand/Collapse.
v26.03: Update List
When dimensions are removed from any layout section, they automatically move to the Update List. The Update List maintains all dimensions from the source that are not currently visible in the layout sections.
To restore dimensions, select Update List > check dimensions > select Okay.
Note: Every dimension from the source must appear either in the Layout sections or in the Update List at all times. This ensures complete data structure definition.
Sheet Read Node
Sheet Read nodes retrieve data from sheets within the workspace.
| Parameter | Description |
|---|---|
| Name | Unique identifier. Defaults to Sheet_[n]. |
| Subtype | Read-only field showing the selected data type. |
| Source | Select a sheet using the inline selector. |
| Layout | Configure Rows, Columns, and Filters sections. |
| Settings > Precedent Nodes | Select nodes that must execute before this node. |
Sheet Read nodes are the only Read data type with a Columns section in the layout. The Columns section supports dimensions and metrics.
v26.02: Transaction Table Read Node
Transaction Table Read nodes retrieve data from transaction tables within the system.
| Parameter | Description |
|---|---|
| Name | Unique identifier. Defaults to Transaction Table_[n]. |
| Source | Select a transaction table using the inline selector. |
| Layout | Configure Rows and Filters sections (no Columns section). |
| Settings > Precedent Nodes | Select nodes that must execute before this node. |
Published transaction table data can be used in downstream SQL Script and Write nodes.
v26.02: Remote Table Read Node
Remote Table Read nodes incorporate external data from remote table connections into workflow pipelines.
| Parameter | Description |
|---|---|
| Name | Unique identifier. Defaults to Remote Table_[n]. |
| Source | Select a remote table using the inline selector. |
| Layout | Configure Rows and Filters sections (no Columns section). |
| Settings > Precedent Nodes | Select nodes that must execute before this node. |
v26.04: All dimensions from the selected remote table are automatically added to Rows on source selection. Remote table dimensions do not have hierarchical relationships. Remote Table Read nodes support workflow parameter references for dynamic data filtering.