Use data join in datasets

Use data join in datasets to combine different data sources, create new information, and customize reports using powerful data views. 

A dataset is a tool that helps you prepare your data to use it in a more meaningful way. It combines your most important sources of data to create custom reports.

When choosing your data sources, use data join to see how they are being joined. This will create a graph of sources with information about the join type. 

What is a data source?

Data sources are the objects, assets, and events that you want to report on. This includes all CRM objects such as contacts or custom objects, and assets such as website pages and emails, conversations, sales activities, and more. You can select up to 5 data sources per dataset.

Use data join in datasets

To use data join in datasets:

• In your HubSpot account, navigate to Data Management > Datasets.
• In the upper right, click Create dataset. To create a dataset using a template, browse the available templates, then click Use template. 
• Select your primary data source in the table. The primary data source defines the first or only source of data that can be used to create a reportable table of data.
• Click Continue.
• To select a secondary data source, in the right panel, click the Sources tab in the right panel. Under Secondary sources, click + Add source.

• • If there’s no known association between the sources you've selected, a dialog box will appear with suggested joins. If you want to use the suggestion, click Add suggested join.
  • If you want to do a custom join, click to toggle the Customize your join switch on. 

• • • Click the Use association labels or Use join key dropdown menu.
      • Use association labels: combine labels such as primary or secondary. Depending on your data sources, you may not be able to select an association label.
      • Use join key: combine columns of data (typically properties). Click the Left table key dropdown menu to select the left table data, and click the Right table key dropdown menu to select the right table data.
  • Click Add custom join.
• To move and select different columns in the table, in the right panel, click the Columns tab.

• • Drag and drop the current columns to move them in the table.
  • To add properties to the table, click Choose columns.
  • To create new columns, click + Create new column.
• To add filters, in the right panel, click the Filters tab. Then, customize your filters.

• To use the advanced data join view, in the right panel, click the Sources tab. Next to + Add Source, click the three vertical dots icon, then click Use advanced join view.
  • On the advanced join view, click Join another data source or the + button in the data join visualization to join data.

• • Click Continue preparing your data.
• Click Save. In the right panel, type a name and description for your dataset. Then, click Save and build report or Save.