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Domo Knowledge Base

Combining DataSets in Workbench 4

Version 4

 

You can combine DataSets in Workbench 4 by writing SQL queries (ODBC and OLAP DataSets only) or using Lookup Tables to create joins (all DataSet types). This topic focuses on using Lookup Tables. For more information about writing SQL queries for ODBC and OLAP DataSets, see Connecting to ODBC data and Connecting to an OLAP cube.

In Workbench 4, a "Lookup Table" is a DataSet you combine with a primary DataSet. The Lookup Table must be saved as a DataSet job in Workbench or the join will not work. The Lookup Table DataSet and primary DataSet must both contain one column with unique matching values ("key columns"); that is, the values in both columns must be the same, but there cannot be duplicate values in either column. In addition, the names of the matching columns must be different. (You can change column names in Workbench if need be.) Once you match key columns, a new DataSet is created by joining all columns from both DataSets. Combining DataSets in this way is equivalent to using a LEFT JOIN in SQL.

In the following example, a user uploads and combines two DataSets using this method. The user matches the "Order #" and "Order Number" columns, and the second DataSet appears to the right of the first.

The user could go a step further and add a third DataSet that provides company information.

 

The user then excludes the duplicate "Order Number" and "Company2" columns. The final fused DataSet appears as follows:

To combine DataSets using Lookup Tables,

  1. In Workbench, select your primary DataSet job in the Accounts pane.

  2. In the Transforms grouping in the Buttons toolbar at the top of the Workbench window, click Add New.

  3. In the Transform Type menu, select Lookup Table then click Next.

  4. Click Finish.
    Lookup Table item is added under Transforms for this DataSet job.

  5. Click on the new Lookup Table item under Transforms.
    A Lookup Transform interface appears in the Dynamic Options panel.
     

  6. In the Lookup Source DataSet menu, select the DataSet you intend to combine with your primary DataSet.
    The DataSet you select must be saved as a DataSet job in Workbench. 

  7. In the Lookup Source Key menu, select the column from the Lookup Source you intend to match with a column in your primary DataSet.

  8. In the Primary Key menu, select the matching column.

  9. (Optional) If you want Workbench to generate an error if your Lookup Source is found to be missing, turn on Error on Missing Lookup.

    Note: If any columns in your Lookup Table have the same name as columns in your primary table, you must change those names. You can do this by selecting Schema for the DataSet job then making changes as necessary under Destination Column. If necessary, you can also remove columns by clearing the checkboxes for those columns under Include.
  10. Click Save in the DataSet Jobs grouping in the Buttons toolbar at the top of the Workbench window.

For information about joining DataSets in Domo, see Prepare.