Setting Up Premium Data Sources
Premium Data Sources enable seamless integration of various tools into your workflow. By connecting these tools, you can directly query their data using SQL, providing a more unified and efficient data management experience.
Setup Steps
Navigate to Data Sources:
Begin by heading to the
Data Sourcessection in your user interface.
Add a New Data Source:
Click on the
+ Add Data Sourcebutton to initiate the setup process.
Select Your Desired Tools:
From the provided list, identify and select the tools you wish to connect. This could range from CRM platforms to marketing tools, depending on your operational needs.
Authenticate with Fivetran:
After selection, you will be directed to the Authentication screen, managed securely by our partner, Fivetran. Follow the prompts to authenticate your selected tools. This process ensures secure access and data integrity.
Choose Specific Tables:
Post-authentication, you'll have the option to select specific tables from your tools that you want to access and utilize within Avenue. This step allows for targeted data integration, tailored to your specific needs.
Sync Tables with Avenue:
The final step involves syncing the chosen tables with Avenue. This synchronization process can take up to 24 hours, varying based on the volume of data and the number of tables selected. Once complete, you'll have access to your tools' data directly within Avenue, ready for querying and analysis.
By following these steps, you will have successfully integrated your chosen tools with Avenue, leveraging the power of SQL queries across multiple data sources. This integration not only streamlines your data management processes but also enhances your analytical capabilities.
Using Premium Data Source Data
Once your Premium Data Sources are set up and synced with Avenue, the next vital step is to create your first monitor. This process allows you to specify which data points you wish to track and analyze. Follow these steps to get started:
Select the Database:
Begin by selecting the database you wish to monitor.
By default, the naming syntax follows the format: "Workspace Name - Data Source Name". This name is assigned during the sync process unless you have opted to change it post-setup.
Ensure that you select the correct database to accurately monitor the desired data.
Choose the Relevant Tables:
Your next step is to select the specific tables from the database that you want to monitor. There are two ways to view and select these tables:
Create a Data View: This method allows you to visualize and understand the structure and content of the tables before selection. Creating a data view can be particularly helpful if you are dealing with complex or extensive datasets.
Review Main Data Source Page: For a quick overview, you can visit the main data source page. This page provides a comprehensive list of all the tables available in your selected database.
Below are screenshots to guide you through both methods:
Creating a Data View
In the Data Source Details:
By following these steps, you will successfully create your first monitor using Premium Data Sources. This monitor will be a crucial tool in analyzing and responding to the data trends and insights derived from your integrated tools. Remember, effective monitoring is key to leveraging the full potential of your data-driven decision-making processes.