Creating Relationships Between Columns

You can create a relationship between columns from different sources.

For example, to create a report that shows what leads came from what marketing campaigns, you would create a relationship between the CampaignMember and Lead tables. The column that they have in common is the Lead ID column.

In this example, you select the Connection_Lead table and the CampaignMember table. Modeler shows the columns from each on the sidebars.

Then you specify to Modeler what to use for the join. Select a column from the left; it should be a column that has unique values in every cell, such as an ID column. Modeler grays out the columns on the right that are not going to match, and leaves the ones that may match, based on an automatic analysis of the data.

In this case the Lead ID in the CampaignMember table is the best match. When you click it, Modeler creates the relationship (join) and shows it to you.