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How to create and manage data blends

Follow these steps to create and modify data blends. Learn more about how the data blending feature works.


Data blending isn't available in monday.com.


Instructions

Create data blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. Click Create new blend.
  3. Select your data sources.
  4. Click Continue to configuration.
  5. Select the accounts you want to include in the blend for the first data source, and click Next data source.
  6. After selecting accounts for all data sources, click Continue to overview.
  7. Give your blend a name.
  8. Click Create blend.
  9. Click Review blended fields.
  10. To customize the fields:
    • Click the pen icon on the row you want to customize.
    • To add new fields to the blend, go to the bottom of the page.
Modify data blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. In the list of data blends, click the three-dot menu below Actions, and select Modify.
  3. Hover over the data source name, click the three-dot menu, and select Edit accounts and settings.
Rename data blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. In the list of data blends, click the three-dot menu below Actions, and select Modify.
  3. Click the pencil icon next to the data blend’s name.
  4. Add a new name, and click the checkmark icon to save.
Remove data source from blend
  1. On the Supermetrics Hub, go to TransformData blending.
  2. In the list of data blends, click the three-dot menu below Actions, and select Modify.
  3. Hover on the data source name, click the three-dot menu, and select Remove from blend.


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