The following information applies to Access Analytics and Data Engine which connects to Mintsoft with the use of an Access Evo account.
Data Engine manages data processes, including connecting to sources, extracting, loading, and transforming data. Analytics focuses on creating visual insights, such as dashboards and reports, and securely sharing them within the organization.
A data merge is a bespoke report created from various distinct data tables.
Note: You need to have either an Access Analytics Administrator or Designer role. For more information on this, please review our Manage Roles for Access Analytics help guide.
Set up
To set up a new Data Merge on Data Engine, follow the steps below:
Click the Access Button located in the top left corner of Mintsoft then Data Engine.
Click on the three-line menu icon located in the top left corner of Data Engine.
Select Tables & Views from the menu.
Expand the Team folder.
Click on your company folder.
You will now see all Views, Merges, and data tables from Mintsoft.
A view is a data table that enables the user to adjust the presentation of the data.
A data merge is a bespoke report created from various distinct data tables.
Data Tables contain raw data directly from Mintsoft, providing essential information in its original format.
Click the drop-down arrow next to the Add New button.
Enter a Name for the Data Merge.
(Optional) Enter a Description of what the merge will contain.
(Optional) Enter Tags to help group and identify this Data Merge with others of similar data.
Select Data Entries: Begin by choosing the data entries that display an API Internal symbol. This indicates that you are working with the "rawest" data available.
Drag Entry to Board: Click and drag one of the selected entries to the board located on the right side of your screen.
Adjust Columns for Preview: Tick the relevant columns to display the data in the preview section above. This will help you see the information you need.
Create Links Between Tables: To enhance your report, create links that allow data from other tables to be displayed together. This is essential for comprehensive reporting.
Ensure Matching Data Fields: For the links to function correctly, the data shown in the columns must match. For instance, ensure that the ID field in the ProductList-Data table corresponds with the ProductID field in the ProductInLocationList-Data table.
Linking with Friendly Column Names: Some data tables may lack friendly column names. In such cases, you will need to link to a data table that does have a friendly column name. For example, since the ProductInLocationList-Data table does not include a SKU field, you can match the ProductID field to the ID field in the ProductList-Data table to display the SKU field from that table.
Linking Location Names: Another example involves linking the LocationId field from the ProductInLocationList-Data table to the ID field in the LocationList-Data table. This allows you to display the Simple Location Name column.
View Combined Data: Once a link is established, you will be able to view data from different tables seamlessly in your report.
By following these steps, you can effectively manage and display data from Mintsoft into Access Analytics using Data Engine.