Join data from different datasources

• 1. Link views
• 1.a) Steps to link Deals and Events
• 1.b) Move a column from the linked view to the main view

1. Link views

With KAWA, mixing data from different sources has never been that easy and visual. Forget about joining tables, SQL or VLOOKUP formulas, thanks to the link view feature.

As an example, let’s integrate these two datasets and create a sheet for each one:

• Deals data:
Deals.csv3603.7KB
• Events data:
Events.csv111.3KB

Client column in Deals sheet and Company column in Events sheet contain the same data. Here are the steps to follow in order to link both sheets:

1.a) Steps to link Deals and Events

💡 When linking views, you can select the type of join: Left Join, Right Join, Inner Join, or Outer Join.

In the Sheets section:

• Step 1: Navigate to the Deals sheet.
• Step 2: Hover over the header of the client column and click on the link icon that appears.

• Step 3: KAWA automatically scans all sheets from your data source that contain columns with similar values and proposes them in the Suggestions section. Select the Events sheet.

• Step 4: All the views of the Events sheet will appear. The first view is already selected, but you can choose another view if required.
• Step 5: KAWA has already selected the target for you, as it recognises that the client field in the Deals sheet can be linked with the company field in the Events sheet. If needed, you can choose another field to link the two sheets.

Both views are now linked and the main view (the grid view of Deals sheet) drives the linked view (the grid view from Events sheet). Clicking on any row in the main view will filter the linked view on the Client value of the selected row. Multi selection is also possible using Ctrl + click.

1.b) Move a column from the linked view to the main view

Now that both views are linked, let’s see how columns from the linked view can be moved to the main view and become fully part of the sheet’s data.

An interesting use case would be to compare the profit generated by each client (PNL column in Deal sheet) and the costs of the Events done for these clients (cost column in Events sheet).

To do this:

• Step 1: Group the Deals Grid view by client and keep only the PNL field. By selecting a client, the main view drives the linked view and the Cost column Total changes according to the selected client.

The goal is now to move the Total cost value from the linked view to the main view so that you can compare the PNL generated by each client with the costs of the Events done for these clients.

• Step 2: In the linked view, open the cost field menu and select the Move to main view option. The cost by client field will be created and added to the main view next to the client field.

• Step 3: Changing the aggregation or applying filters in the linked view will impact the results of the cost by client field in the main view. For example,

1. Use the AVG aggregation
2. Filter on Event type = Conference

Additionally, you can synchronise the main view filters with the values of linked columns and choose whether these main view filters should impact the linked columns.

You can use the “Other” grouping in any view, which is particularly useful for scenarios like displaying the top 10 clients while grouping all other clients under a single "Other" category.

💡 There is no limit to the recursion depth of linked columns. You can create new linked columns from columns that are already linked, allowing you to generate as many columns as needed.