Insights | Joining data sets | II_004

In this tutorial, we'll take a look at how to link data within your standalone data tables within your platform.

For example, in this case we wish to display the name of each product ordered and the customer that ordered it.

These two pieces of data do not exist in the same data set, so we need to link data sets to achieve this.

This example will require the linking of 4 data sets:

Order
Orderline
Customer
Product

1. Click on New
2. Click on Question
3. Click on Raw Data…
4. Click on orderline
Select the first data set as we've seen in previous tutorials.
5. Refine displayed column list
You can choose the columns of this data set to be displayed in the final visual. This helps to reduce the sheer amount of data being displayed, particularly with linked data sets.
6. Click the Join data icon
We can select another data set to link our already selected data set to.
7. Click on product
8. Identify matching columns
When joining two data sets, you will need to identify a column in each set which has matching data.
In this case, for example, we can link the product_id column of the orderline table to the id column of the product table.
9. Select columns to display
You can again select which columns need to be included in the final data.
10. Check name
In our case, we wish to see the name of the product in the final table.
11. Click the Join data icon
Multiple data sets can be linked together, you are not limited to two.
12. Type "order"
Next, we will select the order table, where we can identify the link between the orderline and the order in which it was part of.
This will eventually help us identify the customer, which is associated with the order.
13. Click on order
14. Identify identical columns from both data sets
15. Refine columns to display
16. Click on Join data
17. Click on customer
Finally, we will connect the customer table
18. Form a link between column in the tables
Here, we are linking the customer_id column in the order table, to the matching id column in the customer table.
19. Select column to display
20. Check email
21. Click on Visualize
In my example, I have also added a filter to only show details from one Storefront.
22. A single table is displayed, combining data from multiple data sets