Virtual data sources allow you to develop insights faster and control complex logic from a single point. The virtual data sources are the perfect tool to merge or filter data that you use every day when creating insights. 

If you are familiar with Excel formulas, a good analogy would be: A cell in Worksheet 3 uses a formula to sum numbers from cells in Worksheet 1 and 2.

Here is a standard flow of using Virtual Data sources:

  • Add new virtual data sources and give it a key. The key will be used afterwards in the SQL of insights.
  • Write the SQL that retrieve, manipulate, filter, merge in the virtual data source
  • When developing new insight reuse the data that the Virtual data source provides through the key

Step by step guide:

  1. Go to Insights > Data sources
  2. Click on the drop-down menu in the Add new Data source
  3. Choose Create new Virtual Data source
  4. Enter name and description of what this Virtual data source will do. The key (ex.: all_tasks ) will be used in all insights using this virtual data source and can't be changed later! 
  5. Click Save
  6. Write the SQL agains the available data sources, you can test the result by clicking "Execute"
  7. Click Save and leave. Your Virtual data source is available to use 
  8. Go to Insights > Insightboards > Manage Insights > + Create new insight
  9. Enter title and description for the insight
  10. Click Save
  11. You can test the Virtual Data Source by writing simple query like SELECT * from all_tasks 

To update or delete Virtual data source:

  1. Go to Insights > Data sources
  2. All of your Virtual Data sources are listed under Virtual Datasource section
  3. Expand the section
  4. To edit the details, the SQL or delete a Virtual data source click on the drop-down menu on the right.

Check out some Virtual Data Sources use cases:

Filter data across multiple insights

Merge data from different systems 

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