Joining report data with custom data

After you create a data set, you can use it to do a custom join of report data and custom/external data.

Before you begin

Before creating a custom join, you need to create a data set to join with the report.

Procedure

  1. In the Reports page, open the report that you want to add the join to.
  2. Click Customize columns .
    The Edit columns dialog box opens.
  3. Click Add columns from custom data set.
    The Select data set tab of the Add columns from a custom data set dialog box opens.
  4. Select the custom data or third-party data that you want to join with report data, and then click Next.
    The Define relationships tab of the Add columns from a custom data set dialog box opens.
  5. Select a column from the custom data and the variant as the Join conditions, and then click Next.
    The Select columns tab of the Add columns from a custom data set dialog box opens.
  6. Select the columns from the custom data that you want to be added to the report data, and then click Next.
    The Summary tab of the Add columns from a custom data set dialog box opens.
  7. Verify that you have accurately selected the custom data, join condition, and columns to be added from the custom data; and then click Submit.
    The Edit columns open and you can see that the column from the custom data is added to the list of Columns of the report data.
  8. You can drag and move the newly added column from the custom data to the top for ease of reference, and then click Apply.
    The report data to which you have joined the custom data opens up.

Results

You have successfully joined report data with custom data.