Overview

This article describes how to configure client mappings for custom datasets. Client mappings ensure that data is pulled correctly from a datasource into the dataset. If you create custom datasets for client-facing reports, you must map the appropriate field to use for filtering. The field must be of the same field type (e.g., number, text) across the datasource.

Client Field by Datasource

The following table lists the mapping field for select datasources and the table BrightGauge™​ pulls the data from.

Create a Custom Dataset

To create a custom dataset:

1. Navigate to DATA > Datasets.
2. Click Create Dataset.
3. Select a Datasource
4. Enter a Name for the dataset.
5. Select the Dashboard Sync Frequency.
   

   Note: If this field is left blank, the dataset syncs at midnight and an hour before scheduled reports are scheduled to be sent.

6. Enter a Description, if desired.
7. Enter your SQL query.
8. Click Test Query. Resolve any errors.
9. Click Save. A modal appears asking to select a client mapping.
10. Select the client mapping, then click Save. 

Select a Client Mapping for an Existing Dataset

To select client mapping for an existing dataset:

1. Navigate to DATA > Datasets.
2. Select the dataset.
3. Select the mapping from the Client Column menu.
4. Click Test Query. Resolve any errors.
5. Click Save.

If you have any questions, please contact Support by selecting Help > Open a Ticket from the top menu bar.