What happened
What this says
As at Fri 9 Oct 2026Alan asked how to join billing and circuit data using a common field. Kate provided step-by-step guidance on the query interface's join function, which resolved the issue successfully.
Problem: Alan needed to combine billing and circuit data by customer name for a dashboard. Handling: Kate provided clear steps on using the query interface's join function. Alan confirmed the solution worked and successfully built his dashboard. No risk or opportunity signals.
Details
Updated 9 Oct 26Prioritylow
Statusclosed
Categoryhow_to
Channelweb
First response (min)765
CSAT5
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- created · Alan Rennie 25 Feb 2026 10:53I'm working on a dashboard to show our customer billing information alongside circuit status. I've added the billing data connector but I'm struggling to join it with the circuit information from our provisioning system. Could you advise on the best approach?
- Public reply · Alan Rennie 25 Feb 2026 12:37Just to clarify, I'm trying to link records by the customer name field that's common to both. Is that possible?
- Public reply · Kate Ormerod 25 Feb 2026 23:38Hi Alan, thanks for the detail. You can absolutely do this through a query on the common customer field. In the query interface, select both data sources and use the join function, specifying customer name as the matching key. Then build your dashboard from the combined result. Let me know how it goes.
- Public reply · Alan Rennie 27 Feb 2026 14:23Perfect! That worked exactly as I needed. Thank you for walking me through it.
- Status change · 29 Mar 2026 23:59
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