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      Create Data Views for Cross-table Related Data Queries
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      Create Data Views for Cross-table Related Data Queries

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      Article summary

      You can create cross-table Related Data Views - views that join tables - and use them in Segmentation Builder.

      Navigation Path

      Data Views are available in the context of Related Data Set linked to the user Profile Attribute.

      Administration > Attributes > Related Data

      Data Views

      A Data View is a predefined link between Related Data Sets for cross-table queries. Links are defined in the Related Data Set definition. In the Segmentation Builder, you can select one of the predefined Data Views and add conditions for all columns in each connected table. 

      For a single-table query, each related Data Set connected to the profile attribute is by default a table view, and you don't need to take any action. For the cross-table query, you can connect up to three Data Sets into one table view.

      Data View Schema

      Linking two tables

       

      Linking three tables

      You can add a third Data Set that is linked to the second Data Set and create a double-nested structure:

      Procedure

      1. Go to Administration > Attributes > Related Data.

      2. Select the main Related Data Set and click Show Structure followed by Table Views.

      3. Click Create Data View.

      4. Fill in the form.

      Settings

      Setting

      Description

      Data View Name

      Name of the Data View that will be available for selection in Segmentation Builder.

      Link To

      The main Data Set to which we are linking another table.

      Linking Column

      Column in the main Data Set we want to link with the key from the second Data Set.  

      Linked Data Set

      The Second Data Set we are linking.

      Querying Methodology

      • Queries are executed by table, from the last to the first.

      • Query results for each table are limited by the results from the previous table. 

      • Selected users fulfill all of the filter conditions specified for all of the tables.

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