Search icon
Subscription
0
Cart icon
Close icon
You have no products in your basket yet
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
Creating Actionable Insights Using CRM Analytics

You're reading from  Creating Actionable Insights Using CRM Analytics

Product type Book
Published in Dec 2021
Publisher Packt
ISBN-13 9781801074391
Pages 368 pages
Edition 1st Edition
Languages
Author (1):
Mark Tossell Mark Tossell
Profile icon Mark Tossell

Table of Contents (19) Chapters

Preface 1. Section 1: Getting Started with CRM Analytics
2. Chapter 1: What Is CRM Analytics and Where Can You Use it? 3. Chapter 2: Developing Your First OOTB Analytics App in CRMA 4. Section 2: Building Datasets in CRMA
5. Chapter 3: Connecting Your Data Sources 6. Chapter 4: Building Data Recipes 7. Chapter 5: Advanced ETL Using CRMA Data Prep 8. Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time 9. Chapter 7: Security in CRM Analytics 10. Section 3: How to Build Awesome Analytics Dashboards in CRMA
11. Chapter 8: Building Your First CRMA Dashboard 12. Chapter 9: Advanced Dashboard Design and Build 13. Chapter 10: To Code or Not to Code? 14. Chapter 11: Best Practices in Dashboard Design Using CRMA 15. Section 4: From Data To Insight To Action
16. Chapter 12: Embedding and Actioning Your Insights 17. Questions and Answers 18. Other Books You May Enjoy

Joining data in recipes

Use the Join node to add columns of data from related objects to existing data in a recipe. You might use one of the following join methods, depending on how you want to combine your data: lookup, left join, right join, inner join, or full outer join.

The following screenshot shows an example of how to create an outer join:

Figure 4.12 – An example of an outer join in a data recipe

Perform the following steps to join data in a recipe:

  1. Select the Add Node button (+) between two nodes or at the end of a recipe with at least one input node.
  2. Select Join.
  3. Choose which data to join and select which columns to include.
  4. Click on Next.
  5. Select the desired Join Type.
  6. Change the Join Keys setting as required. Note that the recipe will add suggested keys from both sets of input data. You can use multiple keys (a maximum of five) to match records if required.
  7. Enter a prefix (API Name Prefix for Right Columns...
lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $15.99/month. Cancel anytime}