• Business Intelligence and Reports Business Intelligence Pages
  • Business Intelligence and Reports Business Intelligence-Search Page
  • Business Intelligence and Reports Business Intelligence-Results Page
  • Business Intelligence and Reports Business Intelligence-Formulas Page
  • Business Intelligence and Reports Business Intelligence-Criteria Page
  • Business Intelligence and Reports Business Intelligence-Filters Page
  • Business Intelligence and Reports Business Intelligence-Preview Page
• Using Business Intelligence
  • Masking Payment Methods
  • Creating a BI Query
  • Working with BI Criteria
    • Searching for BI Criteria
    • Adding Criteria to a BI Query
    • Example - Customer Query
    • Using Relative Dates and Times with a BI Query
    • Deleting BI Criteria
  • Working with BI Filters
    • Searching for a BI Filter
    • Adding a Filter to a BI Query
    • Example Session Filter - Filtering Customers by Create User
    • Example Filter - Filtering Performances by Venue and Date Range
    • Deleting a BI Filter
  • Working with BI Formulas
    • Creating a BI Formula
    • Modifying a BI Formula
    • Deleting a BI Formula
  • Working with Result Members
    • Adding New Result Members to a BI Query
    • Sorting, Grouping or Totalling Result Members
    • Sorting Results by Data Not Included as a Result Member
    • Defining an Aggregate Function
    • Creating a Pivot Extract (Display Types)
      • Example Pivot Extract -- Customers with Same Last Name in Same City
      • Example Pivot Extract -- Sales by Postal Code
    • Deleting Result Members
  • Running a BI Query
  • AudienceView Charting
    • Creating an AudienceView Chart
    • Example Chart BIs
    • Modifying the Chart Output
    • AudienceView Charting Options
    • Working with AudienceView Charts
    • Saving an AudienceView Chart
    • Printing an AudienceView Chart
    • Emailing an AudienceView Chart
  • Saving a BI Query
  • Saving a BI Query to a Folder (Custom Searches)
  • Scheduling a BI Query
    • Configuration of the Business Intelligence Scheduler
    • Scheduling Business Intelligence Queries
    • Defining the Number of Concurrently Scheduled Queries
  • Creating a Customer Correspondence Extract
  • Joining BI Queries
  • Copying a Saved Query
  • Deleting a Saved Query

Joining BI Queries

Two or more queries can be joined together to create a query that meets the combined criteria of the selected queries. The results of the joined queries can be composed in one of the following ways:

• all the records that meet the criteria of each of the queries (Add option)
• only the records that meet the criteria of all of the queries (Keep Only option)
• the records that meet the criteria of one query, minus the records that meet the criteria of the other queries (Remove)

When joining queries, only the primary query can be unsaved. All of the other queries must be saved to be available for joining.

One of the queries is called the primary list and the others are referred to based on the order in which they are joined to the primary list (e.g. #2, #3, #4). The primary list is the query that is already open when you select the other queries to join to the primary. This is the query for which an extract record will be created and, in the case of a Remove extract, this is the query from which the records from the other queries will be subtracted.

When adding more than one additional query to the primary list, the results are dependent on the order in which the queries were added.

The following procedure assumes you already have opened an existing BI query or are creating a new one. For more information, refer to the Business Intelligence-Search Page, Performing Searches and Creating a BI Query.

When you complete an extract involving multiple customers, an extract record is created only for the primary extract’s record.

To join BI queries, complete the following:

1. Open the Business Intelligence and Reports application from the AudienceView Desktop.
2. Select the Business Intelligence tab.
   The Business Intelligence|Search page appears.
3. Search for and select the business intelligence (BI) query that will be the primary list (as described above). For more information, refer to the Business Intelligence-Search Page and Performing Searches.
   The Business Intelligence|Results page appears.
4. Click 'Add Criteria' in the saved list criteria section of the page.
   A new row is added to the saved list criteria section.
5. Select the query that you want to join with the current query from the 'Search ID' dropdown.
6. Select how you want the results from the two extracts combined from the 'Type' dropdown:

   Type	Results Returned
   Add	Records that meet the criteria of any of the extracts; if a record meets the criteria of more than one extract, it is still only displayed once.
   Keep Only	Only the records that meet the criteria of all of the extracts.
   Remove	The records that meet the criteria of the primary extract, minus the records that meet the criteria of the other extract(s).

7. For each query that you want to join to the current query, repeat the process from Step 4.
8. Choose an option:

   If you want to	Then
   extract the results to Microsoft Excel,	1. Select CSV (file/csv) from the 'Extract Template' dropdown. 2. Click 'Extract'. 3. Complete the prompts to view or save the file.
   extract the results to PDF,	1. Select the Report PDF (Print) (text/avdocument) from the 'Extract Template' dropdown. 2. Click 'Extract'. 3. Complete the prompts to view or save the file.
   extract the results in XML	1. Select the XML (file/xml) from the 'Extract Template' dropdown. 2. Click 'Extract'.

9. If you want to save your changes, expand the save lists and extracts section of the Business Intelligence|Results page and save your changes.
   For more information, refer to Saving a BI Query.

Examples of Combined Extract Data

Extracting Data Using Two Extracts Together

Extracting Data Using Three Extracts Together

Extracting Data Using Combinations of Two and Three Extracts