Note: The scenario below uses data from the DESelect Demo Data Package.
Scenario: You have a Data extension that already contains data, and want to add the results of your Selection to the same Data Extension without overwriting the data already present.
Selection 1
First, we're going to create our first Data Extension with data.
On the Selections Overview screen, click on New to create a new Selection.
1. Selection Criteria
Drag Data Extension DESELECT_DEMO_Accounts to the Selected Data Extensions section.
Add a filter by drag-dropping field Number of Employees from the Available Fields section to the Filters section. Choose criteria Smaller than and enter 50.
2. Target Data Extension
Hit the Create Data Extension button, enter a name, eg. Accounts Target, and press Save.
Select the following fields by either double-clicking on them or dragging them to the section on the right:
- Company Name and Number of Employees from DESELECT_DEMO_Accounts
Click Save Data Extension.
3. Preview
When you click Run Preview on the Preview screen, a results table will be shown with fields
- Company Name and Number of Employees from DESELECT_DEMO_Accounts
You'll see that all Accounts shown have less than 50 employees. Now hit the Run button (not Run Preview) to write the results to your newly created Target Data Extension. You're now being redirected to the Selections Overview screen where you can see the status of the Selection change as it runs. Once completed, your Target Data Extension will contain the results of this Selection.
Selection 2
Next, we're going to create a new Selection of which we want to add the results to the existing Target Data Extension.
On the Selections Overview screen, click on New to create a new Selection.
1. Selection Criteria
Drag data extension DESELECT_DEMO_Accounts to the Selected Data Extensions section.
Add a filter by drag-dropping field Number of Employees from the Available Fields section to the Filters section. Choose criteria Greater than and enter 100.
2. Target Data Extension
Select the Target Data Extension you created while working on the Selection in the previous steps under Selection 1.
Click on the gear icon on the right to open the settings menu, select Set Data Action, choose Append, and finally Select. By setting the Data Action to Append, the results of this Selection will be added to the data already present in the Target Data Extension.
3. Preview
When you click Run Preview on the Preview screen, a results table will be shown with fields:
- Company Name and Number of Employees from DESELECT_DEMO_Accounts
You'll see that all Accounts shown have more than 100 employees. Note that the results shown in the Preview screen are the results of your current Selection, which will be added to your Target Data Extension. The Preview screen does not show the data already present in the Target Data Extension.
Now hit the Run button (not Run Preview) to write the results to your selected Target Data Extension. You're now being redirected to the Selections Overview screen where you can see the status of the Selection change as it runs. Once completed, your Target Data Extension will contain the results of your previous Selection as well as the results of this Selection.
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