How to Build a Grid
From search to structured dataset in three steps
Right now, the Halcyon team will build the grid and add the rows (search constraints) with some preliminary columns. From there, add your questions as columns, spot-check the answers, then scale up. This guide walks through each step using a real example — a grid of large generator interconnection agreements (LGIAs) filed in Texas.
Step 1: Add columns — your questions
Each column needs four things:
- A name — what readers see in the column header. Include units here, e.g. "Capacity (MW)".
- An output format — how the answer should be structured. See [Grid Column Types] for all seven formats and when to use each.
- Update frequency — how frequently the queries should re-run and update the data: daily, weekly, or only once
- The query itself — a natural-language question, written like a Halcyon query.

For the Texas LGIA grid, the columns were:
- "What type of generation resource does this interconnection agreement deal with? Please choose from this list, or something similar: Coal Gas Solar Wind Battery Storage Nuclear Wave Energy Oil" — One or two words
- "In one concise sentence, summarize what project this GIA deals with” — A short phrase
- "What is the name of the company developing this project?" — One or two words
When you save a column, Halcyon runs the query against every row's documents and the cells fill themselves in. Larger grids take a little longer to populate.
Step 2: Spot-check before you scale
Before you grow the grid, click into a handful of cells and read the citations. Every answer is traceable: the cell detail shows the exact query that ran, plus source citations pointing back to the original documents. This is the trust layer — you can verify any value against the original filing.
Use what you find to refine your column queries, then apply them to the full dataset. A good rule: experiment with search filters and column queries on a handful of rows first, and check that they hold up across different time periods and document types.
If a cell shows a purple checkmark, the value has been human-verified by the Halcyon team. Right now, only the Halcyon team can verify cells.

Step 3: Export or share
Grids export to Excel for downstream analysis. One important caveat: exports include the values, but not the cell-level citations — if you or a colleague needs to verify sources, use the live grid.
☢️ [IMPORTANT] ☢️ Right now (as of August 20, 2026), Grids exist at the account level, but any changes made are user-specific. This means that if you add a column to a Grid in your account, your teammate will not be able to see that column in their version of the Grid. We’re working on a way to make sharing Grids easier within and across teams, and if you’d like to share a version of a Grid you made with a colleague, reach out to Halcyon directly: support@halcyon.io
Learn more [NEW]
- Grid Column Types — pick the right response format for each question
- Grids: Best Practices, Limitations & FAQ — column ordering, units, and known limits
- Query Best Practices — better questions get better cells
