Client Mapping for Custom Datasets

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If you’re building custom datasets that will be used with client facing reports, make sure to map the appropriate field to use with the filtering. Please make sure to use a field that will be the same across the datasource. Ensure that the field you're selecting is of the same field type across the datasource.

Note: If you're selecting numbers in one dataset and text in another, this will break the client mapping and could possibly lead to data leakage in client reports.

 

Pulling in the Correct Client Field in Your Dataset (Specific for Your Datasource)

If you’re creating a custom dataset from a featured integration, here are the specific fields and their table that we’re pulling so that you can add it into your own as well:

 

ConnectWise

field: company_name

table: company

 

TigerPaw

field: AccountName

table:  tvw_SOListView

 

LabTech

field: Name

table: clients

 

Kaseya

field: orgname

table: kasadmin.org

 

N-Able

field: CustomerName

table: dim_customer

 

QuickBooks

field: name

table: customer

 

When you create a custom dataset, you’ll be prompted to select the field name in your dataset that you want to use for the client mapping.

 

Selecting a Client Column for Mapping on a New Dataset

Step 1 - Create the dataset

You will need to create your SQL dataset and make sure it follows the requirements set forth in the document here. Test your query, make sure there are no errors, and then click on the save button (the save button will only appear once all errors are removed).

 

Step 2 - Choose the Client Column

When you click save, a modal will pop up asking you to select a client column or skip & save dataset. If you’re in this document, you’ll want to select a column, however you can skip & save and select the client column later if you desire (see section below).

Make sure the client column you select is the appropriate column otherwise the mapping will not work or could potentially cause gauges to show the wrong data.

 

Step 3 - Save the dataset

After selecting the client column, click on the save button and you’re all done!

Selecting a Client Column for Mapping on an Existing Dataset

Step 1 - Find the custom dataset you created

Go to your datasets page, find the custom dataset you created, and then click on its name to go to the dataset editor page.

 

Step 2 - Select the client name field

Once in the dataset editor, look below the dataset settings fields, but just above the SQL editor and you’ll see a Client Column dropdown box. This box is pulling the column names from your dataset.  Click on the dropdown and select your field.

 

Step 3 - Test and save your dataset

Once you’ve selected your column, test the query and re-save your dataset. Make sure to address any errors that may popup.  Once you click save, you’re all done!