Joining Data Sets in Analysis in Historical Reporting

  We recommend that an advanced CxEngage user with knowledge of databases and CxEngage reporting join data sets in Analysis to ensure that you get the data you're looking for.

An Analysis a configured set of data and the foundation for the visualizations, reports, and dashboards that you create in historical reporting. In some circumstances, you may want your analysis to use columns from one data set with columns that are available in another data set.

When creating an Analysis, the following data sets can be joined:

  • Interaction
  • Interaction Agent
  • Interaction Queue
  • Interaction Segment

When you select one of these data sets, another Select Data menu appears with that you can join with the first data set. A colored bar shows above the data set selected in the Select Data menu. The columns belonging to that data set are highlighted with the same color in the table.

Data sets joined the first data set is considered the first level of joins. We recommend that you don't exceed one level of table joins. Two or more levels of joins increases the complexity of the analysis and can result in the query timing out or data inaccuracies.

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