Data source fields not available

[taelmana]

Hi,

I have a question concerning data sources.

Customer requirement is to have data available from 3 different data sources: Account Master Data, Visit Header Data and Appointment. The goal is to see the number of visits per employee, and to filter on 1) custom fields available in the Account Master Data and 2) "Calendar Month" & "Calendar Year" field (which are only available in the appointment data source).

I already created a data source left outer join for Visit Header Data & Account Master Data:

When I try to add the Appointment data source, and try to join with "main account" field, I receive following error:

"Select only one characteristic to be joined to Account".

I don't know how to join these 3 data sources. Can anyone help me?

A combination of data source Account Master Data and Appointment is also no solution because they would like to filter on the field "visit type" which is only available in the Visit Header Data Source.

Many thanks in advance for your time.

Looking forward to your feedback.

Regards,

Anne

[bnienhaus · Accepted solution]

Hello Anne,

C4C does not allow multiple Data Source (DS) joins on the same Characteristic. There are generally two ways to achieve what you describe:

1. If there are two fields in the anchor DS (for example, "Account ID" and "Account"), you could try joining the anchor to two different data sources using each Characteristic once.

2. Another option would be to create two custom DS - essentially achieving the same result over two steps. For example: join Visit Header to Account Master Data, and then join this custom DS to Appointments in a second custom DS.

Hopefully this approach is clear, but let me know if you have any questions.

Best Regards,

Brian