Visualizing data warehouse data with insights
Contents
After linking your source, you can use its data in a trend insight like you would event or person data.
You can also create graphs and visualizations directly with the SQL editor.
To do this, create a new insight, click the series, go to the Data warehouse tables tab, hover over the table you want, and click Select.
The main difference from events is that you must identify 3 fields from the data warehouse data to visualize it:
| Field | Description |
|---|---|
| ID | A field that corresponds to the ID of the element. |
| Distinct ID | A field that corresponds to an ID representing the user associated with the element. If none, can match ID. |
| Timestamp | A timestamp field representing when the element was created. |
We can't reliably auto-map these fields for you, so we pre-fill with a best guess, but allow you to edit them.
Filters and breakdowns
When using data warehouse tables in insights, you can use properties from those tables to filter and breakdown as you would with any other insight. For example, you could filter zendesk_tickets for ones where the status is open or hubspot_companies where lifecyclestage is lead.
Extended person properties
After setting up a join to the persons table, you can use the extended person properties of the joined table in filters, breakdowns, and more.
Learn more about how to set this up in our guide on joining data.