Overview
You can create new Blended Reports in Sona using existing blended or derived reports. Blending combines relevant information from multiple reports into one comprehensive report.
Getting started
Click the checkboxes and select at least two reports.
Click Create Blended Report under Actions.
Step 1: select your reports
Enter a name for the new report.
Select the Report Type, then select the name of the report you wish to add to the blended report.
Click Add to add more reports, or click the - sign to remove a report from the list.
Click Continue to proceed to step 2.
Step 2: connect and merge your reports
For each report included in the new blended report, select the attributes or fields that have matching data. The selected fields will be used to link the records in the different datasets together.
Click Filters to create rules on what type of data to include from a dataset before creating the blended report.
In the Connections section, select the Join condition/type for the blended report.
Click the Data Connector dropdown, then link the previously selected fields that match from the first and second datasets.
Click Add Connector to add more data references, also known as linking fields.
Additional reports and datasets will also have to be linked to the preceding dataset.
Click Add Merge Pair if you want to merge selected attributes of the datasets.
Select the attributes or fields that you want to merge from the dropdown.
Enter a name for the new attribute.
Create additional rules if necessary.
Step 3: define additional operations
You can define additional operations for selected fields when creating the blended report.
Select the data column and an operation from the dropdown, then enter a column name under Derived Column for the resulting data.
Click Add Extraction / Grouping to add more operations. Click the - sign to remove unnecessary operations.
Click Save to create the new blended report.
FAQs
What is a Blended Report?
What is a Blended Report?
A Blended Report combines data from two or more existing blended or derived reports into a single comprehensive report. You link the datasets by matching fields, choose a join condition, and optionally merge or transform fields to produce a unified view.
What is the Join condition/type used for?
What is the Join condition/type used for?
The Join condition/type, set in the Connections section, determines how records from your selected reports are combined based on the linking fields you choose in the Data Connector dropdown. Add Connector lets you add more linking fields when reports need to match on multiple attributes.
When should I use Add Merge Pair instead of a Data Connector?
When should I use Add Merge Pair instead of a Data Connector?
Use a Data Connector to link records across reports based on matching fields. Use Add Merge Pair when you want to combine two selected attributes from your datasets into a single new attribute, giving it a new name, rather than just linking the records together.