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Select the Main table

The Main table for a record is a database table (typically a transaction table) that is the most convenient for detecting the occurrence of the record.

Where possible, use a field within a table that represents a date and time stamp for each data event. This field is referred to as Record Time. The date and time field is used to efficiently extract, aggregate, and display data. Typically, the Record Time field is used to select data with a narrow moving time frame rather than an all-encompassing time frame.

  1. Select a Source Table that contains the record data to retrieve.
  2. On the Mapping tab, in the Sources section, click the Add icon to add a new source table.

    The Add Source window appears.

  3. In the New source type section, select DB table from.
  4. On the drop-down menu, select the data source to use. The data source is the database that you previously defined.
  5. In the Select new source section, click the ellipsis button.

    A list displays all tables that are available within the selected data source.

  6. Click the box next to the table within the database that contains data most relevant to your record. You can use the search function at the top of the window to quickly find the table you need, or scroll through all tables. After selecting your table, click OK.
  7. Click OK to exit the Add Source window and return to the Mapping section.