How Do I Include Custom Fields in Virtuous BI Data Sets?

When working in Virtuous BI, you may want to include specific Custom Field data to further filter exactly what you are looking at in your final report. Follow the instructions below to tailor your Virtuous BI report with Custom Field values. 

In this example, you will be walked through identifying and formatting a Contact Custom Field value to be included in a BI report. The end goal is a Contact Report that can be filtered by "Language Spoken".

In Virtuous BI, Custom Field data is already included as a column in the dataset the Custom Field is tied to. To find the Contact Custom Field of "Language Spoken", first search for "dm_contacts". 

As mentioned, the Custom Field values are already included in the Contact dataset. To double check that you have selected the correct dataset, you can search the term "JSON" in the column search bar. This should show a result containing the Contact Custom Field. Select "Save" and this dataset will be added to your Page. 

Now, you should have all Contact data on your Page. Using the left-hand menu, you can find the Contact Custom Field Values line. Clicking on this will take you straight to the column on the table. 

Because JSON contains all of the table’s Custom Fields and their associated values in the one column, you’ll need to extract the specific Custom Field you’re looking for along with its associated values. Click the downward pointing triangle just to the right of the column name. This will open an action menu for this specific column. From this menu, select "Extract Columns". 

In the pop-out menu, select the specific Custom Fields you would like to extract. For this example, we will select "Language Spoken". Select "Confirm". 

Now, we have a column just to the right of the original "Contact Custom Field Value Json" that is specifically the data connected to the Custom Field "Language Spoken". 

With this data now defined, I can filter the Contact table by "Language Spoken". Using the downward pointing triangle to the right of "Language Spoken" open the actions menu and select "Filter". 

In the pop-out window, you can now select exactly which entries you want to filter to include or exclude in your resulting data.