This tutorial will walk you through joining the delinquency data from our Stripe analysis in the Creating a Chart tutorial with account data from Salesforce. This will allow us to retrieve the phone number for the delinquent account and follow up with them. We will demonstrate two different ways to join data in Chartio:
- In-database joins: Chartio's drag and drop interface can generate efficient in-database joins transparent to the end user. This allows non-technical users to merge data residing within the same database without ever having to write a join. The only requirement is that an admin has set up foreign keys in the Schema tab for the database being queried. We will demonstrate creating a foreign key from an email address in Stripe to an email address in Salesforce.
- Cross-database joins: Chartio's Layers functionality can perform cross-database joins. This is ideal for joining data sets that reside on disparate database servers. Layers can also join data within separate schemas on the same database server. We will demonstrate the latter scenario using the dashDB Finance and dashDB Sales data sources we created in the Custom Schemas tutorial.
Before starting this tutorial, make sure you have completed the Custom Schemas tutorial. Don't hesitate to contact support if you run into any issues!
- Setup a foreign key from
St Customer.EmailtoSf Contact.Emailin dashDB Admin - Edit the chart from the Creating a Chart tutorial and add
Sf Contact.Phone - Clone the chart and delete
Sf Contact.Phonein preparation for demonstrating Layers - Add a Layer and add
Sf Contact.EmailandSf Contact.Phonefrom dashDB Sales
