Skip to content

Latest commit

 

History

History
230 lines (160 loc) · 10.4 KB

File metadata and controls

230 lines (160 loc) · 10.4 KB

Saving, Sharing, and Preferences

This page covers everything about saving your work, sharing pipelines with others, importing/exporting data, and tweaking Polaris to your liking.


The .polaris file - your pipeline in a box

A Polaris pipeline is saved as a single .polaris file. Think of it as a zip file that bundles two things:

  1. The pipeline structure - all your nodes, connections, tabs, canvas zoom and scroll position.
  2. The source data files - every CSV, Excel, Parquet, or JSON file you imported is embedded inside the .polaris zip.

This means a .polaris file is self-contained. You can email it, commit it to Git, or put it on a USB drive - it will work on any machine without broken paths.

Zip fact: .polaris is a standard ZIP archive. You can open it with any zip tool (7-Zip, WinRAR, unzip). Inside you'll find:

workflow.json        ← the pipeline structure (metadata)
data/                ← your imported data files, organised by node ID
  csv_reader_1.csv
  xlsx_reader_2.xlsx
  parquet_reader_3.parquet

What gets saved

Saved Not saved
Every node (type, ID, parameters, position on canvas) The actual computed data (DataFrame results)
Every edge (source → target with port names) The engine cache (rebuilt on load)
Tab names, order, scroll position, zoom level AI conversation history
Imported data files (CSV, XLSX, Parquet, JSON) Auto-generated / manual entry data (not file-backed)
The active tab and tab ordering

What happens when you open a .polaris file

  1. Polaris opens the zip and extracts workflow.json plus all data files to a temporary folder.
  2. Every node and edge is reconstructed exactly as you left them.
  3. The canvas view (scroll, zoom, selection) is restored.
  4. All source nodes (csv_reader, xlsx_reader, etc.) now point to the extracted temp files - no broken paths.
  5. Every node is marked dirty and the entire pipeline is automatically re-executed (you see the spreadsheet fill with data within seconds).
  6. When you close Polaris, the temp folder is cleaned up.

Save

  • Ctrl+S - save the current workflow.
  • File → Save - same.
  • If the file hasn't been saved yet, Polaris prompts for a location. The extension .polaris is added automatically.

Save As

  • Ctrl+Shift+S - save under a new name.
  • File → Save As - same. Creates a brand-new .polaris zip with freshly embedded data files.

Open

  • Ctrl+O - open a .polaris file.
  • File → Open - same.

Polaris can open both the new zip-based .polaris files and the legacy JSON-based .polaris files (from older versions). Backward compatible.

Sharing a pipeline

Since everything is self-contained, sharing is easy:

  • Email it - .polaris files are typically a few MB (your data + the pipeline JSON).
  • Commit it to Git - the zip compresses well. Your team can clone and open immediately.
  • Demo it - put it on a flash drive, open on any machine with Polaris installed.

Note: If your source data is extremely large (hundreds of MB), the .polaris file will be large too. Consider using a Sample node before importing to keep the pipeline portable.


Importing data

Polaris can import data in four formats. Each import creates a source node on the canvas that feeds into your pipeline.

Via the File menu

File → Import CSV, Import XLSX, or Import Parquet:

  1. A file picker opens.
  2. Select your data file.
  3. A reader node (e.g., csv_reader) is created on the canvas at a default position.
  4. The node is selected and executed immediately - you see the data in the spreadsheet.

The file path is stored in the node's parameters. When you save (Ctrl+S), Polaris copies the file into the .polaris zip automatically. The original path isn't needed after save.

Via drag-and-drop

Drag a CSV, XLSX, or Parquet file from your file manager directly onto the canvas. A reader node is created at the drop position.

Via clipboard

Copy tabular data from Excel, Google Sheets, or a website and paste it with Ctrl+V on the canvas. A clipboard_paste source node is created with the pasted data. (The data is serialized in the workflow JSON, not as a separate file.)

Via manual entry

Use the manual_entry source node (from the Node Palette → Source → Manual Entry) to type small datasets directly in the Properties panel.


Exporting data

Export the output of any node to a file:

Via the File menu

  1. Select a node on the canvas.
  2. Click File → Export as CSV (or Parquet, XLSX, JSON).
  3. Choose where to save the exported file.
  4. An export node is created temporarily, executed, then removed - the file is written to disk.

Via Export nodes

You can also add explicit Export nodes from the Node Palette (Output category). These remain in your pipeline and are executed every time the pipeline runs - useful for generating reports on a schedule.


Settings reference

Open settings with Ctrl+, or Edit → Settings. Settings are saved automatically and persist between sessions.

General tab

Setting Default What it does
Theme Light Changes the colour scheme. Options: Light, Dark, High Contrast.
Font size 11 Base UI font size in points. Affects panels, menus, the node palette, and status bar.
Show intro splash On Plays the centered Polaris Studio intro animation when the app opens. Turn this off to start straight at the workspace.
Language System UI language (future; currently English only).
Auto-save interval 5 min How often Polaris auto-saves to the recovery folder. Set to 0 to disable.
Confirm before delete On Show a confirmation dialog before deleting nodes or clearing the graph.
Open last workflow on launch On Automatically re-open the most recently used .polaris file on startup.

Appearance tab

Setting Default What it does
Grid on canvas On Show the dot grid in the background.
Snap to grid On Nodes snap to 20 px increments when moved.
Minimap On Show the minimap overlay in the bottom-right corner of the canvas.
Animate transitions On Animate edge pulses, node creation/deletion, view mode switches.
Show node IDs On Display the internal node ID (e.g., csv_reader_1) below the node title.

AI tab

Setting Default What it does
Gemini API key (empty) Your Google AI Studio API key. Get one at aistudio.google.com.
Model gemma-4-31b-it The Gemini model to use. Larger models are smarter but slower.
Auto-approve commands Off When on, AI-generated pipeline changes are applied automatically without showing preview cards.
Show action JSON On Show the raw JSON behind each AI action card (useful for learning).
Max context tokens 8192 Limits how much of the conversation history is sent to the AI.

Performance tab

Setting Default What it does
Worker threads 2 Number of parallel workers for multi-node execution. Increase for CPUs with many cores.
Cache size (MB) 1024 Maximum memory used for caching DataFrames between nodes.
Auto-profile On Automatically compute column profiles (min, max, null count, etc.) when a node is selected.
Virtual scroll batch 100 Number of rows fetched per batch in the spreadsheet. Lower = smoother but slower for huge tables.

Editor tab

Setting Default What it does
Font JetBrains Mono Monospace font for the expression editor and formula bar.
Font size 11 Monospace font size in points.
Tab size 4 Spaces per tab in the expression editor.
Show line numbers On Show line numbers in the expression editor.
Auto-close brackets On Automatically insert closing ) and ].
Syntax highlight On Colour-code Polars expressions in the formula bar and expression editor.

Charts tab

Setting Default What it does
Default chart type Bar The chart type chosen when creating a chart node from the palette.
Colour palette Default The colour scheme used for chart series. Options: Default, Vibrant, Pastel, Monochrome.
Show legend On Display the chart legend by default.
Show gridlines On Display chart gridlines by default.
Export resolution 2x Resolution multiplier when exporting charts as PNG.

Advanced tab

Setting Default What it does
Developer mode Off Show extra debugging information in the status bar and log panel.
Log level Warning Minimum log level printed to the terminal. Options: Debug, Info, Warning, Error.
OpenGL renderer Auto Rendering backend for the canvas. Change to Software if you experience graphical glitches.
Temp directory System default Where extracted data files go when opening a .polaris file. Cleared on exit.
Reset all settings - Restore every setting to its factory default.

AI configuration in detail

The AI feature requires a Gemini API key from Google AI Studio:

  1. Go to aistudio.google.com.
  2. Sign in with your Google account.
  3. Click Get API keyCreate API key.
  4. Copy the key (starts with AIza...).
  5. In Polaris, open Settings → AI and paste the key.
  6. Click Apply.

Your key is stored securely in your operating system's credential manager:

  • Windows: Credential Manager
  • macOS: Keychain
  • Linux: libsecret

Privacy: Your data and pipeline structure are sent to Google's Gemini API when you chat with the AI. They are not used for training. See Google's privacy policy for details. You can disable AI entirely by leaving the API key empty.


File locations

Where Polaris stores its data on disk:

What Windows macOS Linux
Settings %APPDATA%/polaris-studio/settings.ini ~/Library/Preferences/polaris-studio/ ~/.config/polaris-studio/
Recovery / auto-save %APPDATA%/polaris-studio/recovery/ ~/Library/Application Support/polaris-studio/recovery/ ~/.config/polaris-studio/recovery/
Logs %APPDATA%/polaris-studio/logs/ ~/Library/Logs/polaris-studio/ ~/.config/polaris-studio/logs/
Temp extracted data System temp dir (%TEMP%/polaris_*) /tmp/polaris_* /tmp/polaris_*
Custom fonts (bundled) Inside app Inside app bundle Inside app