Merged Connection

Access the steps to develop a data connection based on the Merged Connection.

Use a Merged Data connection to combine fields from two or more existing connections (e.g., Excel) and bind the result to charting components.

Prerequisites

• Base connections created (e.g., Excel → Connection-1, Connection-2).

• Access to Designer → Data Connectors.

Merging Data Fields

1. Click the Data Connectors icon.

2. Create new connections using any data connector option (in this case, Excel connections, e.g., Connection-1, Connection-2).

3. Create a connection under the Merged Data connector (e.g., Connection-3).

4. Configure the new connection created for Merged Data by mapping the created Excel connections.

5. Define a condition via the drop-down menu in the Criteria space (e.g., Equal or Not Equal).

6. Click the Create Criteria icon.

   • Result: Merged Fields displays all the data fields from the merged connections.

   • After clicking the Create Criteria icon, the created criterion is added to the space.

7. (Optional) Trigger a script to produce some action on the connection part using the Script on Load icon.

Removing fields from the Merged Data Connection

• Remove fields added to the merged data connection using the Remove icon.

Creating a Calculated Field

1. Select the Calculated Fields tab to access the Calculated Field Editor and add the calculated fields.

2. Click the Calculated Fields tab.

3. Click the Add icon.

   • Result: The Calculated Field Editor window opens.

4. Provide a title for the calculated field.

5. Insert the calculation formula inside the Script Editor space.

6. Click the Create option.

• The newly created Calculated field gets added under the Calculated Fields tab.

Associate the merged connection to a charting component

1. Open the dashboard on the Designer canvas.

2. Drag a charting component from Component Library onto the canvas.

3. Right-click the component → Dataset (or Dataset property).

4. Select the Merged Data connection (e.g., Connection-3).

5. Drag required fields from Merged Fields to the chart’s bindings.

6. Preview and Save.

Tips & checks

• Ensure both source connections are valid and loaded before configuring Merged Data.

• Start with a single criterion (e.g., Equal) and add more only if needed.

• Use Script on Load at the connection level for pre-merge filtering or post-merge transforms, if required.