Infoveave List allows you to create and manage a list of all columns generated through SQL Queries on any Datasource within Infoveave.
Table of Contents
1. Overview
Infoveave List allows you to create and manage a list of all columns generated through SQL Queries on any Datasource within Infoveave.
2. Create List
Steps to Create List
- To create List in Infoveave over any existing Datasources, click on Studio List.
- All Lists, created by you or shared with you will be displayed under the tabs My List and Shared List respectively.
- To formulate a fresh formula, click on New List.
- Select the related SQL query from the Data Report drop-down.
- Click Continue.
- Assign a name to the new List.
- Give the List a description (if necessary).
- Select the Key Column for the List.
- Select the data ingestion type by the checking proper the radio buttons.
- Reload
- Allows a parent query to reload, which truncates and reloads the existing column data in the List.
- Insert
- The option allows to select and insert sub-query for a parent Query through the Select Insert Query field. This allows inserting new columns to the List without the need to altering the parent query.
- Upsert
- The option allows to select and add sub-query for a parent Query through the Select Upsert Query field. It also allows for the selection of a key column for the insertion and updating of the List without the need to change the parent query through the filed Select Key Column.
- Reload
- To save the List created, click Save.
- The newly created List is now visible under Studio List.
Note
- The Key Column for List must be present in the selected query for the successful data synchronization.
Note
- Please note that the options "Select Upsert Query" and "Select Key Columns" are applicable exclusively to the "Upsert" action. The "Insert" action features the "Select Insert Query" option, tailored for your insertion needs. Additionally, the "Reload" action does not require an additional query.
Alert
- You cannot create a List in Infoveave, if the selected query contains space in the column names.
Example
Scenario: You are managing a dataset that stores customer information and purchase records for an e-commerce platform. This dataset contains data on customers, their orders, and their purchase history. You need to create a list to analyze this data more effectively, and you have the following options for data ingestion:
- Reload:
- Imagine you have a parent query that retrieves customer data, including their contact information and order history. You want to keep this list up-to-date as new orders and customer information are added. By selecting the "Reload" option, you can effectively refresh the list.
- When you choose to reload, Infoveave will truncate the existing data in your list and replace it with the most recent data from the parent query. This ensures that your list always reflects the latest customer details and order information. This option is particularly useful when your source data is frequently updated, and you want to maintain a real-time or near-real-time view of your customers and their orders.
- Insert:
- Suppose you want to enhance your list by adding new columns, such as a "Total Purchase Amount" column, which calculates the sum of purchases for each customer. By selecting the "Insert" option, you can accomplish this without altering the original parent query.
- With the "Insert" option, you create a sub-query that calculates the "Total Purchase Amount" and inserts it into the list as a new column. This sub-query acts independently, allowing you to enrich your list with additional data without modifying the way your core customer data is retrieved. It provides the flexibility to customize your list with calculated fields or data from related sources while keeping your parent query structure intact.
- Upsert:
- Now, consider a situation where you need to update specific information within your list. For instance, some customers have changed their addresses, and you want to ensure your list reflects these corrections without re-fetching all the customer data. With the "Upsert" option, you can achieve this.
- By selecting "Upsert," you can define a sub-query that contains the corrected customer addresses. Additionally, you specify a key column to identify which customer records need updating. Infoveave will then manage the insertion and updating of data in your list, ensuring that the customer records with modified addresses are updated while preserving the rest of the data. This approach streamlines the process of keeping your list accurate without altering the structure of your parent query.
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