Skip to main content

Snapshots

Snapshots capture the data in a Blueprint at a specific moment in time.

R
Written by Rachel Gough
Updated over 2 weeks ago

Snapshots let you capture the state of a Blueprint at a specific moment in time. They can be used to track changes over time for reporting and analysis or to export data from the Worksheet feature.

Accessing Snapshots

  1. In the left navigation menu, select Lakehouse

  2. Choose Snapshots.

Note: You must have the Snapshot Management permission to manage Snapshots.

Creating a Snapshot Schedule

  1. Select “+ Snapshot Schedule”

  2. Choose the Snapshot Type

    1. Snapshot Now – Takes a one-time snapshot immediately. The process may take a few minutes to complete.

    1. Scheduled Snapshot – Choose One-Time or Recurring. Additional fields like date, time, or frequency will appear based on your selection.

  3. Click “Schedule Snapshot”

Once your Snapshot Schedule is created, it will appear in the list of Schedules.

When the schedule occurs and a Snapshot is taken, it will appear on the list of Snapshots.

From the Catalog, you can also create a Snapshot by selecting Manage > Snapshot on an entity or using the Folder Tree Navigation Shortcut.

Viewing Snapshot Schedules

  1. Go to the Schedule tab.

  2. All Snapshot Schedules are displayed, including:

    • Blueprint Name

    • Description

    • Created By / Created Date

    • Status:

      • Scheduled: One-time snapshot not yet completed

      • Active: Recurring snapshot schedule

      • Completed: Finished schedule, no longer runs

Editing a Snapshot Schedule

  1. If a schedule is Active or Scheduled, click the Edit icon.

  2. Update fields as needed, then save changes.

Viewing a Snapshot

  1. Choose a Blueprint from the Snapshot list.

    • Use filters or the search bar to find it quickly.

  2. Once selected, you will see the Blueprint as it existed at the time of the Snapshot.

  3. Use the clock icon (top right) to switch between Snapshot versions.

    • A green check marks the Snapshot you’re currently viewing.

Did this answer your question?