There might be occasions where you want to create a dataset by combining data from more than one sources. This can be achieved by selecting multiple entities and matching them using the Blend data section.
Basics of blending multiple entities
Select multiple entities
Let's create a dataset by combining the Account and Opportunity entities. On the Configure data page, in the Select data, select Account and Opportunity.
Applying a match
By default, Syncari recommends fields that you can use to create a match with the selected entities. The recommended fields to match are populated in the Blend data section. You can change them based on your requirements.
Select the fields and preview
Now select the fields that you want to include in the dataset using the Select fields section. We'll select Account Name, Opportunity Name and Opportunity Stage. We can preview the result by clicking the refresh button in the preview section. Now we have a dataset that combines the data from Account and Opportunity. You can save this dataset and use it in any of our data cards for visualisations.
Handling hierarchical data
There might be cases where you want to create reports about parent-child (aka hierarchical data) relation within the same entity or dataset. This is now possible with dataset alias by selecting same entity more than once and giving alias names to the selected entities.
Let's take an example of an Account entity which has ID, Name and Parent ID among other fields. If we want to create an Account hierarchy, we need to select the same account entity twice and create a relationship between the Parent ID of the first account entity with the ID of the second one.
Selecting the entity twice
On the Configure data page, in the Select data, select the same entity twice
Updating the alias name
The selected entities will have default alias names. You can modify the alias name by clicking the pencil icon.
Applying a match
Now we need to select the fields to create a match (self join) using the Blend data section. In our example, we need to match the Parent ID of the first account entity(alias "Account") with the ID of the second account entity(alias "Parent").
Selecting the fields
Now let's select the required fields. We'll select ID, Name and Parent ID from Account entity and Name from the Parent entity. You can also give alias names to the fields.
Preview and save
Now we can preview the result by clicking the refresh button in the preview section. We now have an Account hierarchy representing accounts and their parent accounts. You can add the usual dataset configurations on top of this like calculated fields, filters, sort etc. Once you are done you can save this dataset and use it in any of our data cards for visualizations.