Joining tables

Tutorial video (1):

Tutorial video (2):

Joining live data across different sources is one of Lido's most powerful features.

Follow the following steps:

• Connect to your data source (e.g., Google Sheets, Salesforce, HubSpot, PostgreSQL)
  • Click the following link for an example of how to do so with PostgreSQL: https://dash.readme.com/project/lido-docs/v1.0/docs/connect-to-postgresql
• Once you have connected to the necessary data sources, click the 'Join Columns' in the tool bar:
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• Select the tables you want to join (i.e., the tables you have imported from the data sources you have connected to -- in this example we have imported HubSpot and PostgreSQL data)
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• Select the 'value' you want to join the tables by (in this case we want to join our HubSpot and PostgreSQL tables based on the 'email' values of each table)
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• Select the 'columns' you want to include when joining tables:
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• Press 'Apply Join' on the bottom right