Soft linking a Business View

What is a soft link?

A soft link is how you tell Kaiya that a column in one Business View and a column in another Business View refer to the same thing in the real world.

Two columns with the same name could mean totally different things in different BVs. A soft link is the explicit declaration: "the account_id in BV 1 is the same business concept as the account_id in BV 2" Once you've declared it, Kaiya can answer questions that need data from both BVs at once such as "how many prescriptions came after our calls on Account X?"

Soft links are different from joins inside a BV (the connections between tables inside a single BV, like joining a fact table to a dimension table). Soft links connect two separate, published BVs. Think of regular joins as the wiring inside one machine, and soft links as the cables that connect two finished machines to each other.

When to add a soft link?

Add one whenever someone might ask a question that needs data from two BVs at the same time. Some common situations:

• A Field Activity BV records what reps did. A Prescription Volume BV records what got prescribed. Both have account_id and product columns. Soft-link on both, so Kaiya can answer "how many prescriptions followed our calls at Account X for Product Y?"

• A Targets BV holds quarterly goals. A Sales BV holds actual sales. Both have territory, product_brand, and date. Soft-link on all three, so Kaiya can answer "how is each territory doing against target this quarter?"

• An Account Master BV holds account profiles. An Orders BV holds order line items. Both have account_id. Soft-link on the account, so Kaiya can answer "what's the total order value for our top 10 accounts?"

• If anyone on your team has ever pulled two separate reports and joined them in Excel using a shared column, that shared column is a good soft-link candidate.

How to create a soft link?

Soft links can also be created conversationally via Kaiya Architect.

1. Go to Data → Business Views. From the three dot menu of the required Business View (this becomes your primary BV), select Linking and the following window opens.

1. Click on "+ Add business view" to start a new link. Pick the secondary Business View you want to link to. This is the other BV that Kaiya should be able to join with when answering questions.

2. Match the columns: for each shared idea (account, product, date, and so on), pick the column from the first BV and the matching column from the second BV.

3. If the join needs more than one column to be unique, add the extra column mappings. Click + Add column mapping to add another row.

4. Click on "+ Add business view" again to add another link to a different BV. A single source BV can be linked to several target BVs at once. For example, your Inventory BV could be linked to a Sales BV on customer_id and a Returns BV on order_id.

1. Click on Save. Once saved, the soft links are live. Kaiya can now answer questions that span the linked column pairs.

One link can have multiple column mappings. This is the way you handle joins that need a combination of columns to be unique (compound keys).

What you get when you add soft links?

Once soft links are in place, multi-BV questions become faster and more complete:

• Kaiya runs a single query that joins all the BVs at once. The join happens in your database.

• Kaiya uses the primary BV's calendar (fiscal year, week start) and SQL dialect for the whole question.

For the full picture of what changes with and without soft links, see Multi-Business Views in Kaiya.

It's recommended to link BVs that live in the same database. Soft links work best when both BVs use the same SQL dialect (Snowflake to Snowflake, Redshift to Redshift, and so on).

After you set up a soft link, navigate to Kaiya and ask a question that needs data from both linked BVs. With a working link, Kaiya answers in one go and returns data from both BVs.