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  • Go to the Details tab
    • Select the Datasource CRM
    • Tick the flag Enabled
    • Tick the flag Allow Non-Scheduled Collection
  • Press Apply
  • Return to the Query String tab, and press - Run query and see result
  • In a window that pops up you can see the data that will be returned by the query; this feature is a useful way to check that your query works
  • Close the data window
  • Press the button button Image Modified - Create a new Stream using the attributes returned from the query

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  • Hover over LastBillAmount and press press Image Modified - Add a new Connector
  • Move the pointer over the top of Customer Details with Region and select – this will attach the end of the pipe to the selected Stream
  • In the Pipe Setup form that pops up:
    • Enter the Name: lba
    • Type: Look-up
    • Data To Read: leave as the default – Latest
    • Press Press Image Modified
    • In the matching attributes form that pops up create a match:
      • Drag the attribute CUSTOMERREF from the left hand box into the list of matching attributes
      • Drag the attribute CustomerRef from the right hand box into the list of matching attributes – on top of the entry for CustomerRef you created above

This means that the lookup will match records in the reference data (LastBillAmount) where CUSTOMERREF = CustomerRef in the output data (Customer Details with Region)

    • Press Image Removed Press Image Added on the pipe configuration form
  • A lookup pipe will appear linking LastBillAmount to Customer Details with Region
  • Drag the Attribute BILLAMOUNT from the Stream LastBillAmount onto Customer Details with Region
  • Run Analysis on Customer Details with Region
  • Check in the data in Customer Details with Region that the last billed amount has been retrieved for all records