Let's say you use two different systems of the same type and you would like to get a unified number or data set around them. Let's take the everyday tasks as an example. The Marketing team is using Basecamp while HR are using Asana. You need a single insight that helps you track the progress in one place. This is totally possible with Gtmhub insights right now. The query would look like this:
SELECT SUM(tasks) totalTasks
select count(*) as tasks from asana_tasks
select count(*) as tasks from basecamp_todos
The problem comes when you now need this logic across multiple insights. For each one of them you'll need to do the UNION. And what if any of the entities change? Or you add another task management system in Gtmhub? You'll need to go over through tens of insights to fix this. You can solve this by creating new virtual data source.
Go to Insights > Data sources > Click the drop-down next to 'Add new data source' > Add new virtual data source
In the key field set
all tasks . This key will be reused later in the insights using this virtual data source. Add the SQL from the example above in the Virtua Data Source SQL editor. This is it. You now have a virtual data source that combines data from two systems and can be reused in any insights. Create an insight and shoot against the new Virtual data source:
select * from all_tasks
From here on you just use
all_tasks instead of merging data from all project management tools in every insights.