Skip to main content
In this quickstart, you will import a small financial CSV, shape it into a database, create a modeled driver, build a page with a chart and driver table, and share that page with a teammate.

​
What you’ll build

By the end, you will have a Runway page that shows monthly financial data by department, a summary driver calculated from that data, a chart block, and a driver table block. The workflow uses this sample CSV, so you can complete it before connecting your real systems.
1

Get data in

Download the sample financials CSV.In Runway, connect the CSV / Raw File Upload source from the integrations directory. On the data source page, use Upload a CSV file to upload the sample file. The upload area notes: Max size: 50MB. After uploading, click “Run query” to import/refresh the data.Click Run query to import the CSV.
2

Shape it into a database

In the query settings, choose Create database directly from query.Use the CSV columns this way:
  • Date is the month for each row.
  • Account classifies the financial line item.
  • Department is the dimension you will segment by.
  • Amount is the number you will model.
Create the database, then scan the rows to confirm that each account and department appears across the monthly date range.
3

Create the page and driver

Create a page for the quickstart model. Click the + next to a section, model, database, or page, then type a page name.On the page, type / and select Driver table. Use + Add driver to create a number driver called Total expenses directly in the block. If you need to insert it next to an existing row, right-click the driver name or open its left-side menu, then select + Insert new driver above or + Insert new driver below.Show Forecast Formula, open the new driver’s formula, and search for the database name or the Amount column name. In the search results, select the database column reference in the database_name.column_name format. Runway wraps the reference in sum(). Click the database name in the formula pill and apply filters so Account includes Cost of Goods Sold, Payroll, Software, Travel, and Facilities.Open the driver menu, hover over Dimensions, then select Expand by dimension. Select Department as the dimension so Runway creates one driver segmented by each department value.
4

Add a chart

Above the driver table, type / and select Driver charts.Choose the existing Total expenses driver. New driver charts default to line charts; use Customize chart if you want to change the chart type to Column or keep Line.Keep the driver table on the page so the chart shows the trend and the table shows the underlying department segments.
5

Share it

Click Share on the page.On the People tab, use the invite field with placeholder Email, name or group, separated by commas, choose an access level, and click Add. Leave Notify via email on if you want Runway to send the invite.Or open the Links tab and use Copy share link. If the page should stay private, keep Require login to access enabled. If you create a guest link, decide whether to enable Require password.

​
Where to go next