Creating Database Table Relationships

Overview

The purpose of creating a Database Table Relationship is to integrate data from two separate database tables and pull from them at the same time.  A user can use their default database, or they can integrate with another database. For more information on integrating a database, see Integrating an External Database with a Flow.

Example

This example demonstrates how to display columns from related Tables in the Report Designer. This is done by creating a Relationship between Tables to join them. Then, this Relationship can be used in the Report Designer to add a related Data Source.

1. Start by creating a Relationship between Tables. 
2. In the Designer Folders, Navigate to the System > Integrations > Databases Folder in the Portal. 
3. Next, navigate to the Database Folder and create a Relationship. 
4. From the Folder Actions Panel, select Add Relationship.

   

5. In the Add Relationship window, Name the Relationship. 
6. Then, pick the Tables and Fields that should be Related. 
7. Click OK when finished.

   

8. The Relationship is being created in the Database Folder.

   

9. Navigate to the Designer Folder and click CREATE PAGE/REPORT > Create Report from the Folder Actions Panel.
   
10. Next, Name the Report and select CREATE to proceed to the Report Designer.

    

11. In the Report designer, expand Data Sources > Common > [Folder For Our Database] and Add one of the Tables from our Relationship as Data Source.

    

12. An option will appear called Add Related Table because a relationship has been created.
13. Select ADD, then select Add Related Table and the second table will be added to the Report. 

    

14. When both tables from the Relationship have been added, fields from either table can be added as a column to the Report.
15. When the columns are added and the Report is populated with Data, a user can Group or Filter data as needed.