Use data join in datasets

Use 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. 

Create a dataset

To create a dataset:

• In your HubSpot account, navigate to Data Management > Datasets.
• In the upper right, click Create dataset. Or to create a dataset using a template, browse the available templates, then click Use template. 

Select data sources

First, select the data sources to include in your dataset. 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.

• To select the primary data source, click + Add primary data source.

• Select a data source. 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. Once a data source is chosen, the preview table at the bottom of the screen shows which properties are available for that data source. 

• To combine multiple data sources, click Join another data source. 

• • If there’s no known association between the sources you've selected and the new source selection, or you want to use a custom join, click to toggle the Customize your join switch on.

• • Select Use association labels or Use join key.
    • Use association labels: combine labels such as primary or secondary. Click the Associations dropdown menu to select an association. Depending on your datasources, 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.
• Review the join, then click Add suggested join or Add custom join.

• To add additional data sources, click Join another source and follow the steps above.
• Continue creating your dataset.