Page Comparison

...

Joining Tables 

...

InfoAssist users can join two or more related data sources (also referred to as tables) to create a larger pool of fields. The joined structure is a virtual way of accessing multiple data sources as if they were a single data source.

Joining Tables 

1. Open an existing report or create a new report. 

   1. If creating a new report,

   opening

   1. open the first table of data.

     
   Image Removed NoteThe

   1.  The first table you select cannot be changed in a report

   ; therefore be sure to confirm the table selected is accurate before opening

   1. .

    

2. Once the correct table is selected, click Open.  

3. From within the report, click the

   Click the Data tab, and then click Join

   , from the ribbon

   .

   Image RemovedImage Added
4. From

   In the Join dialog box, click Add New. 

5. From

   In the Open dialog box, select a second table.  

6. Click Open.

     The

    Notice the Join dialog box

   displays

   will display with two tables at this point.  

   Image Added

7. Identify the common field of data in both tables. For example, EMPLID is the common field of data found in both tables used in the screenshots of this documentation.  

8. Left-click the field name in the first table and hold to ensure the data remains selected.  

   Image RemovedImage Added

9. Drag the selected data to the second table, releasing the left-click once the data from the first table is over the matching field name of data in the second table.  

   Image RemovedImage Added

10. Notice the arrow between the two tables, indicating the join is successful.

      
    Image RemovedLeft

     Left-click in the middle of the arrow

    ,

    to change the

    arrows

    arrow's color to red.  

11. Right-click in the middle of the red arrow

    . 

    to display a menu of options.  

12. Click

    to select 

    Edit from the list of available options

    that display, to modify the join.  
    Image Removed

    .  

    Image Added

13. From the Edit Join dialog box, confirm the selections from the Instances and Type dropdown menus are accurate for your Join

    . 
    Image Removed
    NOTE - The Instances dropdown options – Single - will go for a single match.  If you there are multiple instances of the specific data in the tables, select multiple to instruct the join to search the second table of multiple instances of that value.  The Type dropdown options Default - gets all rows in all tables.  Inner gets all rows that exists in both tables.  Left Outer - goes through first data, produces complete list of data, then goes through second table to see if there is matching data.  
    For example, select Inner, from the Type dropdown to get..

    .

    ..

     

    if you select Outer Left from the Type dropdown to get.....  select Default from the Type dropdown to get..... ← Jean to add specific examples Click OK  to confirm your selection

14. Click OK.  

15. To confirm your two tables have been joined, navigate to the left data pane from the main report view. 

16. Click the

    arrow 

    arrow to expand the list of field names in the first table. 

    Image Added

17. Scroll down to the bottom of the left data pane to locate the second table.

     Click

     Click the arrow to expand the list of field names in the second table. 

    Image Added

18. To build the report, select the appropriate

    fields

    field(s) from either table,

    then drag them

    and drag the field(s) to the appropriate quadrant

    to display in your report

    .

     

      

    Image Removed
    NOTE-

To add additional tables to this join, repeat the steps above at any point

...

in the process.

Related Articles

...

...

...

...

...