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InfoZoom Tips & Tricks – Part 4
Merge different data sources in InfoZoom
About corma GmbH

Stops suspects by:
analytical investigations
operative investigations
Saves time by:
online research
online monitoring

Increases efficiency
and saves money by:
data analytics
global intelligence
solutions

2
InfoZoom merging options
•

Update, Append, Link and Join

3
Sample scenario 1 - Append
•

You would like to add new receipts to your current sales file.
o
o

Sales file

Sales file
incl. new
receipts

Note: Both files should contain the same fields.
A common key enables to identify created duplicates, which can be
deleted after the merging operation, if needed.

New receipts
in CSV file

New receipts
were appended

4
Sample scenario 2 - Update
•

You would like to update your sales file with the current receipt
report.
o
o

Sales file

Sales file
incl.
updated
and new
receipts

Note: Both files should contain the same fields.
A common key enables to identify created duplicates, which can be
deleted after the merging operation, if needed.
Current receipt
report with
updated receipt
records

Existing receipts
were updated, new
receipts were
appended

5
Sample scenario 3 - Join
•

You would like to add the contact details of your customers to your
current sales file.
o

Both files needs to have a common key, which joins the correspondent
details of the additional file into the sales file via this key.

Sales file

Customer file

Sales file incl. customer
contact details

6
Sample scenario 4 - Link
•

You would like to know, if all your customers have ordered anything
this year and if your complete part range was considered in these
customer orders.
o

The files to be linked need to have a common key, e.g. customer ID or part
number. All matched records will be selected automatically.

7
InfoZoom Trainings
InfoZoom online trainings
• IZ50 InfoZoom Web-Starter-Seminar
• IZ51 InfoZoom Web-Expert-Seminar
o Overview of all training dates can be found here:
http://infozoom-online-training.de/content/infozoomonline-training-trainings.html

8
Thank You!
infozoom@corma.de
+49 (2161) 277850

corma GmbH · Heinz-Nixdorf-Straße 22 · D-41179 Mönchengladbach ·
Tel: +49 2161 277 85 - 0 ·
E-Mail: mail@corma.de · Web: www.corma.de, www.blog.corma.de
9

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InfoZoom Tips & Tricks – Part 4 Merge Different Data Sources in InfoZoom

  • 1. InfoZoom Tips & Tricks – Part 4 Merge different data sources in InfoZoom
  • 2. About corma GmbH Stops suspects by: analytical investigations operative investigations Saves time by: online research online monitoring Increases efficiency and saves money by: data analytics global intelligence solutions 2
  • 3. InfoZoom merging options • Update, Append, Link and Join 3
  • 4. Sample scenario 1 - Append • You would like to add new receipts to your current sales file. o o Sales file Sales file incl. new receipts Note: Both files should contain the same fields. A common key enables to identify created duplicates, which can be deleted after the merging operation, if needed. New receipts in CSV file New receipts were appended 4
  • 5. Sample scenario 2 - Update • You would like to update your sales file with the current receipt report. o o Sales file Sales file incl. updated and new receipts Note: Both files should contain the same fields. A common key enables to identify created duplicates, which can be deleted after the merging operation, if needed. Current receipt report with updated receipt records Existing receipts were updated, new receipts were appended 5
  • 6. Sample scenario 3 - Join • You would like to add the contact details of your customers to your current sales file. o Both files needs to have a common key, which joins the correspondent details of the additional file into the sales file via this key. Sales file Customer file Sales file incl. customer contact details 6
  • 7. Sample scenario 4 - Link • You would like to know, if all your customers have ordered anything this year and if your complete part range was considered in these customer orders. o The files to be linked need to have a common key, e.g. customer ID or part number. All matched records will be selected automatically. 7
  • 8. InfoZoom Trainings InfoZoom online trainings • IZ50 InfoZoom Web-Starter-Seminar • IZ51 InfoZoom Web-Expert-Seminar o Overview of all training dates can be found here: http://infozoom-online-training.de/content/infozoomonline-training-trainings.html 8
  • 9. Thank You! infozoom@corma.de +49 (2161) 277850 corma GmbH · Heinz-Nixdorf-Straße 22 · D-41179 Mönchengladbach · Tel: +49 2161 277 85 - 0 · E-Mail: mail@corma.de · Web: www.corma.de, www.blog.corma.de 9