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Snapshot Data from Local CSV File

Take a point-in-time snapshot of a local CSV file for historical tracking.

Overview

This guide demonstrates taking a snapshot of a local CSV file in Data Trust. The snapshot preserves the CSV contents as a versioned dataset that can be compared against future CSV loads to detect changes over time.

Note: Ensure all required connection profiles are configured in the Administration module before building queries or Query Chains in this workflow.

Prerequisites

You are logged in to Data Trust with a Pro-User or Admin Pro-User role.
A local CSV file connection has been configured and the file is accessible.

Steps

Path: Data Trust › Query Studio › Snapshot Data from Local CSV File

Start

Figure 1: Start

This step shows Start in the Snapshot Data from Local CSV File workflow. Follow the on-screen prompts to complete this configuration step before proceeding to the next stage.

RD Output

Figure 2: RD Output

The RD Output widget captures the final result set from the Query Chain for use in downstream processes. Configure the output name and format, then save the widget to make the results accessible to other scenarios and reports.

Execution progress

Figure 3: Execution progress

Monitor mode shows the live execution progress of the Query Chain as each widget processes data sequentially. Watch the progress indicators to confirm all stages complete successfully before reviewing the output.

Result tab

Figure 4: Result tab

The Result tab displays the output data returned by the query or Query Chain execution. Review row counts, column values, and data quality before saving or using the output in downstream processes.