2.1 Navigating the User Interface

Matillion provides a clean, browser-based, low-code interface for designing and managing data workflows. The interface varies slightly between Matillion ETL and Matillion Data Productivity Cloud, but the main structure remains consistent.

Matillion ETL Interface Overview

🡆Project Menu: Create, open, or manage your projects

🡆Navigation Panel: View all jobs and folders in your current project

🡆Job Canvas: The main workspace where you design ETL workflows by dragging and dropping components

🡆Components Panel: Contains pre-built connectors, transformations, and orchestration tools

🡆Properties Panel: Configure settings for the selected component (e.g., database credentials, filters, joins)

🡆Tasks Panel: View logs and monitor job runs

🡆Admin Menu: Manage users, credentials, and system-wide settings

Example:
Suppose you want to load customer data from Salesforce into Snowflake. You’d drag a Salesforce Input component onto the canvas, configure your Salesforce credentials in the Properties Panel, then connect it to a Table Output component targeting Snowflake.

Matillion Data Productivity Cloud Interface

This modernized interface introduces:

🡆Global Navigation: Persistent left-side menu for Pipelines, Lineage, and Agents

🡆Expanded Designer Canvas: More workspace and flexible panel arrangement.

🡆Floating Panels: Moveable “Files” and “Schemas” panels that remember your layout

🡆Optional Panels: Quick access to Variables and Maia (Matillion’s AI assistant)

🡆Improved Sample Data View: Larger, more readable tables

Matillion Data Loader Interface

Matillion Data Loader is a no-code tool for ingesting data using a simple 3-step wizard:

🡆Choose Source – Pick from pre-built connectors (e.g., Google Ads, Salesforce)

🡆Select Destination – Choose your data warehouse (Snowflake, BigQuery, Redshift)

🡆Set Frequency – Define how often data should sync (e.g., hourly, daily)

The dashboard shows all pipeline statuses at a glance, ideal for monitoring batch or CDC (Change Data Capture) workflows.

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