Quick explainer video:
Why do we need the feature?
Clients will typically have data from different sources, such as event data, which contains a record of all the transactions/achievements, and user data, which contains all the details of the users, like their employee IDs, names, supervisor names, and other related fields.
To configure metrics/programs for the incentive calculation, we need a single table/view containing all data from different dependent sources in one view, preferably with a unique identifier that sets these apart from each other.
This is where connections come into play. They help us link different kinds of data sources, enabling us to create and perform several logical calculations on top of them in the form of metrics and consecutive program tasks.
Compass provides three kinds of connections (left, inner and full outer), encompassing almost all use cases ranging from simple to most complex.
Below is a basic pictorial representation of all the joins for ease of understanding:
Explore how to do different types of connections
Select Data and Integrations from the options on the side left and switch to the Connections tab.
From here, we can:
List already existing Connections
By Clicking on 3 Dots next to a connection:
View Data: To view the data in the connection
View Configuration: To view the connection details
Archive Connection: Archive the connection that no longer is needed
Pin Connection: Pin the connection to the screen
Create New Connection (Join)
To create a new connection or a view, one can join two data sources, where the data source can be an already active connection.
To do a left join,
Click on the left join.
Select the 2 data sources from the drop-down list of existing data sources.
Select the common field between 2 data sources on which the join should be made (e.g. partner code). There is also an option to add additional fields to join.
Click Save, to save the connection and name the connection.
To edit the saved connection, click on the pencil icon.
More joins can be added to the same connection; to add that, click on Add New Join and repeat the previous steps.
Then click on Create Connection, which will make the connection and will be present in
All Connections view.
To understand more about joins and how they can best incorporate your use cases, please refer to this.