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 or date 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.
Using the same table multiple times
You can add the same data warehouse table multiple times in a single insight, each with different field configurations. This is useful when you want to track different stages of the same data.
For example, with a Salesforce opportunity table, you can create a funnel that tracks:
- Opportunity created - using
created_dateas the timestamp - Opportunity closed - using
close_dateas the timestamp
Each time you add the same table, you can configure different ID, Distinct ID, and Timestamp fields to represent different stages or events in your data.
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.