Merge Two Data Models with Different Data Sources

Hello Team,

I have two data models from different sources in Holistics, and I need to merge them into one report for export. Typically, Holistics requires relationships between models for merging, but in my case, I don’t need these relationships.

I simply need to list data from the first source, followed by data from the second source, in the same report and Excel file. We can use a couple of empty lines (via UNION ALL) to separate the data in the final result.

I hope if you can please provide me with a solution for this and please let me know if you have any questions or if you need anything from my end to make this happen.

Thanks

Hi Hamza,

To properly understand your need, may I confirm your use case as below:

  • You have a data model A from data source D1 and a data model B from data source D2
  • You need to create a report from both data models, with data from data model A followed by data from data model B. For example:
    • Data from A: A1, A2, A3
    • Data from B: B1, B2, B3
    • Expected result: A1, A2, A3, B1, B2, B3

Let me know if I misunderstand any parts of your use case.

Best regards,

As you mentioned … Please check below

Any updates please here ??

I need to get data from multiple data sources and put them into 1 file (Same sheet I mean)

@Duong_Ly Like what you mentioned above … I need to combine data from different data sources into the report.

Please don’t tell me we can’t do it :sweat_smile: - We must be able to do it.

Sorry to push, but this is extremely urgent, and I need your help on this as soon as possible. If anything is unclear, we can jump on a quick call to save time rather than going back and forth in chat.

Also I need to ensure that when using filters, they work across multiple data models from different data sources if they share the same columns. In this case, I should be able to apply filters to the combined model seamlessly.

However, when the models do not have the same columns, I understand that filtering would apply separately within each model.

The key requirement here is that when merging 3 or 4 data models with common columns, I should be able to apply filters at the level of the combined model.

Please let me know if this is possible or if you need any clarification.

Thanks,

Exciting News! :tada:

I came across something useful, but I’m not sure how to implement it in Holistics 4.0. Could you check the link below and let me know if I can achieve the same functionality using Views?

Additionally, I need to ensure that the data in the Views is always up to date. Let me know your thoughts!

This is exactly what I’m looking for

But actually if we can find a solution from the models and if we can merge them from different data source into one report that would be great.

The issue is that I previously informed the team that this was possible based on what I read in your documentation. However, I’m now facing challenges in making it work as expected.

If there’s a way to merge models from different data sources into a single report, that would be ideal. Please let me know if there’s a solution for this.

Thanks!

Hi Hamza,

Apologize for the late response, our team was on a public holiday which made the response stream a little bit delayed.

Unfortunately, the feature Data Imports in the link Cross Database Joins | Self-service BI Platform is only supported in our outdated version (Holistics 2.0). For our latest version Holistics 4.0, we only support report creation from a single dataset, which is created from data models from a single data source.

Our team will discuss to figure out any workarounds for your use case and will let you know of any progress made.

Best regards,
Duong

Hi @Hamza_rashed,

After discussing with our team, we suggest you try out this workaround to merge multiple sources into a single spreadsheet:

Please give it a try and let me know if it serves your use-case.

Best regards,

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Hi @Duong_Ly ,
Sorry and thanks for your response … In this case I will not be able to use the Holistics API with our system to export the report right?

I want to link this report with our system using the API … Any thoughts please?

Thank you again.

Hi @Hamza_rashed,

Could you elaborate more on your need to “link this report with our system using the API” so that we can understand your use case more precisely?

Best regards,

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@Duong_Ly - I’m using the Holistics API to integrate the reports and dashboards I’ve created in Holistics with our system. This allows us to open and export reports directly from our system instead of accessing them through the Holistics site.

Regarding your suggestion to send the report to Google Sheets and then merge the sheets into one, this approach would require moving outside of Holistics. As a result, I wouldn’t be able to use the Holistics API to retrieve the final merged report within our system as I normally do.

Hi @Hamza_rashed, In Holistics’s dashboard you can add multiple reports from different datasets.

Regarding your request: ensure that when using filters, they work across multiple data models from different data sources. To apply filters to multiple reports from different data sources, you can use our Manual Filter and link them to all columns you want.

When all your reports are in the same dashboard, you can export them to 1 Excel file with each report as a sheet. You can read more about this feature here: Launched: Exporting an entire dashboard directly to Excel 🚀 . I believe each widget as a sheet can help your users consume data better especially when there’re many data, widgets. At the moment, Holistics does not support exporting whole dashboard as one Excel sheet or merging all Excel sheets into 1. However, you can merge these sheets manually by following this tutorial: https://www.youtube.com/watch?v=kvLHkS89Yas

If this approach doesn’t meet your needs, could you provide more details about integrating the reports and dashboards in Holistics with your system? Are you using our embedded analytics or any specific API for this integration?

Thank you, Team, for your support! I appreciate your help. I would like to suggest adding a feature that allows us to create reports from multiple data sources. While I’ll attempt to do this manually for now, it would be fantastic if we could have this feature in Holistics 4.0.

Thanks again!

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