Note: The scenario below uses data from the DESelect Demo Data Package.
Scenario: You want to get information available for DESELECT_DEMO_Contacts alongside their DESELECT_DEMO_Orders information. You can match the two Data Extensions on Id of DESELECT_DEMO_Contacts and ContactId of DESELECT_DEMO_Orders. However, you know that people can exist multiple times in your DESELECT_DEMO_Orders data extension with the same Id, linked to different accounts. Therefore, you would like to additionally take AccountId into consideration.
1. Selection Criteria
On the selections overview screen, click on New to create a new selection.
Drag DESELECT_DEMO_Contacts on top of DESELECT_DEMO_Orders.
Drag DESELECT_DEMO_Orders to the Selected Data Extensions section.
Create the relationship:
- DESELECT_DEMO_Contacts field: Id
- DESELECT_DEMO_Orders WITH MATCHING DESELECT_DEMO_Contacts
- DESELECT_DEMO_Orders field: ContactId
Click on the Add Relationship button and create the second relationship:
- DESELECT_DEMO_Contacts field: AccountId
- DESELECT_DEMO_Orders field: AccountId
2. Target Definition
Hit the Create Data Extension button, enter a name, eg. Contacts with Orders, and press Save.
Select the following fields by either double-clicking on them or dragging them to the section on the right:
- Id, AccountId, Email from DESelect_DEMO_Contacts
- Date, Amount from DESELECT_DEMO_Orders
Click Save Data Extension.
When you click Run Preview on the Preview screen, a results table will be shown with fields Id, AccountId, Email, Date, Amount.