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Adaptive Planning
Last Updated: 2023-06-23
Steps: Set Up Union Tables

Steps: Set Up Union Tables

Union tables let you combine or stack table row data, even when the tables comes from different data sources. With a union, you combine rows from one table with rows from another table to make a single larger table. The data in each column must be of the same data type. For example, a retail chain that uses different ERP systems across regions may want to combine all ERP data into in a single large table.

  • Required Permissions: Integration and Data Designer
  • Verify you imported at least two staging tables for a data source.

Navigation

Basic Steps (optional)

  1. Select data source tables.
  2. Select data source table columns.

Select Data Source Tables

  1. Select
    Custom Table
    in the Data Component pane for a data source.
  2. Drag and drop
    Union Table
    into
    Tables to Import
    (the staging area).
  3. Enter a name for the Union table.
  4. Select the
    Tables
    tab.
  5. Select the
    +
    button to add a table to your union.
  6. Click
    (Select)
    in the
    TABLE
    column to expand the list of available data sources and select a table.
  7. (Optional) Select
    (Empty)
    in the
    FILTER
    column to launch a popup and write an SQL expression to filter the columns from this table. Click each Available Column you want to add to your SQL expression. Click
    online help
    to view the SQL Expression Reference for all of the functions and operators you can use.
  8. Repeat the three previous steps until you add all of the tables you want contributing to your union.

Select Data Source Table Columns

  1. Select the
    Columns
    tab.
  2. Select the
    +
    button and choose a data type for the table columns you want to union. Each of the data source tables you select shows up as a column header in the grid.
  3. Click
    (Select)
    under each of the column headers to choose a column from each table.
  4. Repeat the two previous steps until you select all of the data source table columns you want participating in the union.
  5. (Optional) Click a column name to rename it.
  6. Select
    OK
    to save your union table settings and view the results of your union.
  7. Save the data source.