Defining views

Views allow you to pull data from one or more tables and display in a custom format. You can create joins between tables and determine whether all or only intersecting data is displayed. This is similar to how pivot tables work.

For each view, you choose the source data from one or more tables in your model. You then create “joins” between the tables based on related fields. You determine whether all or only matching values from each of the tables are included. Once you have selected tables and the way the tables are related, you select the columns to be displayed in the view.

Define a view

1. Select Analyze > Views.
2. Click New View and edit the name as required.
3. On the Configuration tab, drag one or more tables to the View Canvas or double-click on the table name to add it to the View Canvas. By default, empty tables are hidden. You can display empty tables by unchecking the “Hide Empty Tables” option under .
4. If required, create joins between the view tables as described in Creating joins between tables.
5. Drag one or more columns from the selected tables to the Column Configuration. By default, the view is aggregated. Text and Date fields have "Group By" aggregation and numbers have "Sum". You can also double-click on a column name in a table to add it to the Column Configuration.
6. You can further control the display of data in the view as described in Formatting the view.
7. Once the view definition is complete, click VIEW to display the view data.
8. You can further control the display of data as described in Displaying the view.

View limitations

Views in Supply Chain Guru X support joins between tables, and aggregation and sums on column values from the tables. However, cases where joins between output tables require intermediate results before a final join are not supported. For example, when selecting records from Customers, Products, Customer Flows and InterSite Flows and joining the tables, the sum of Flow Units from Customer Flows and the sum of Flow Units from InterSite Flows may not be correct. Views on each of these output tables individually will have correct values. Coupa recommends using Data Guru, where you can create separate joins between the input tables and each output table, aggregate those results into intermediate tables, then join the intermediate tables for the final result.