Linking data with a common column
This tip describes how data tables that hold a common column can be linked within InSite.
You may have a list of locations, each with a unique code, along with a list of people, which has a column detailing the code of the location they visited. We can use this column to link the schemas together
There are two different ways to create this link.
The first is to make it when importing data into InSite. There is an option in the final window which allows you to link two schemas together. This is only applicable if the branch data has already been imported into the system
The alternative is to create the link within InSite after both sets of data have been imported
Option 1:
Note: You must have the branch data imported before continuing
Using Standard Import, continue as normal. Until you get to the penultimate page called File Import Wizard - Select Destination Columns
Select the Branch row and then click Edit…
Tick the box next to Create a two-way link
Click on the Schema… button and find your branch schema, then OK followed by Finish
Option 2:
Note: You must have both datasets imported before continuing
In the Tools ribbon, click Configure Catalog within the Catalog section
Navigate through to the Branch schema
Highlight Superior Links from the box on the right, and then click New…
A new tab will open called Schema Link
The Superior Schema will already contain the name of your Branch schema
Using the drop down box, select your customer schema as the Inferior Schema
Give the link a name and description
Change the Link Type to CONTAINS_EXACT and the Link Method to SUBQUERY
Click the Sup... button and open the Master Table (the icon of a table with a small purple key) and then paste the BRANCH_CODE column into the Expression box, then click OK
Click the Inf... button and type = in the Expression box, then open the Master Table and paste the BRANCH code schema into the Expression box and click OK
Click Apply
You will get asked if you want to Add new record? Select Yes
You can click Close and your two data tables will be now be linked
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