Operation Guide
via RelationchipsMulti-source data integration + standardized outputFunctional realization:
- Data linkage phase
- Connect to "Data Sources" in order:
- Salesforce (CRM data)
- MySQL (transaction log)
- Stripe (payment data)
- Use the "JOIN" statement to simulate the function: ask the question "Display the customer's company name, the amount of the latest order and the payment status", the system automatically associated with the three system fields
- Connect to "Data Sources" in order:
- Visualization specification phase
- Create a template in Dashboards:
- Setting up a standard company color scheme
- Preset common chart types (line charts for trends, bar charts for comparisons)
- Add dynamic filters (e.g. time range, region selection)
- Clone the template for use by departments
- Create a template in Dashboards:
caveat
- Field mapping: the same field may be named differently in different systems (e.g. "customer_id" vs. "user_id"), so you need to confirm the matching relationship in the first query.
- Refresh strategy: financial data is recommended to be updated daily, user behavior data can be set to synchronize in real time
- Privilege management: Control access to sensitive data through fine-grained permissions in the "Share" function
This answer comes from the articleRelationchips: an AI assistant for querying and visualizing data in natural languageThe
May not be reproduced without permission:AI productivity tools " How do you achieve cross-system data integration and ensure visual consistency?
