Explores are designed to combine your data using defined relationships between data fields and tables. Because of this, it is best to use a single Explore to examine your data.
You can combine data from different Explores to create data tables and visualizations.
Using the Merged Results feature, you can create a report from an Explore and then add reports from other Explores to display the merged results in a single table. From there, you can examine the data, pivot fields, and create visualizations.
Understanding Merged Results
When you merge reports, you start out by creating a single report from a single Explore, and then you combine other reports with that first report.
By default, that first report is considered the primary report. This is an important concept because when the system matches the data to create the merged results, it matches each added report to the primary report (not to any other added report). So, whenever you add a report, you need to include a dimension that can be matched to a dimension in the primary report.
Saving Your Merged Results to a Dashboard
Once you create your merged results report, you can create a visualization and then use the gear menu to add the visualization to a dashboard:
1.Click the gear menu and select Save to Dashboard.
2.Give your new dashboard tile a title. Select the dashboard by either:
>Navigating to an existing dashboard and clicking on it to select it, or
>Clicking New Dashboard to create a new dashboard, then name your dashboard in the pop-up window.
4.Click Save to Dashboard.
The merged results tile is now on your dashboard:
At this point you can add or apply dashboard filters to your merged results tile, rearrange the tile, edit the tile, or add new tiles to your dashboard. You can’t download the data from a tile based on merged results, but you can download the dashboard as a PDF or as a collection of CSV files.
Adding Dimensions from One Event Type to Another Event Type in One Report
This is a fairly common scenario for admins. For example, you are researching all the websites a particular user was allowed to visit as well as the sites that were blocked but you want it in a single dashboard so you can export one single CSV to give to legal.
You can do this with two different Widgets as shown below:
Or you can use one widget.
The high level steps for the example above:
- Create a primary query in an Explore. In the example above use a Websites Allowed query in an Explore.
- Click the gear icon in the top right and select “Merge Results”.
3. The Choose an Explore window opens. Select the Event Type you want to merge. In this example it is Alerts.
4. In the newly opened up Explore, select the dimensions and measures of interest for the new query.
Be sure to include at least one dimension that will exactly match a dimension from the previous query. In the above example it is ‘user’. This is the field the system will use to do the merge.
5. The system displays how it is going to do the merge. In the image below it is matching the user from Page Events with the user from Alerts and the site from Page Events with the site from Alerts. Review the merge rules and click Run. Otherwise you can edit the matches to match different fields between Page Events and Alerts.
6. Run the query and view the merged results.