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Example: Create a custom data entity
Example: Create a custom data entity

Learn how to create a data entity and connect it to a data source

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Overview

Use this example to create a custom database entity in Quantive Results. This example entity holds data for the monthly sales and has three fields - Sales opportunities, Status of deal, and Revenue.


Procedure

Perform the following:

  1. In the navigation pane, click on Settings then under the Integrations section select Data sources.

  2. On the top right of the page click on Select data source, a drop down menu will appear, select Create custom entity.

  3. In Title, enter Monthly sale opportunities

  4. In Name, enter sales_monthly

  5. In Description, enter List of sales opportunities with their revenue

  6. In the Fields section, in the first field, enter sale

  7. In the second field, enter Sales opportunities

  8. In the dropdown box, select String.

  9. Click + Add field.

  10. In the first field, enter sale_stage

  11. In the second field, enter Status of deal

  12. In the third field, select String.

  13. Click + Add field.

  14. In the first field, enter sale_rev

  15. In the second field, enter Revenue

  16. In the third field, select Integer.

  17. Delete the index.

  18. Click Create custom entity.

  19. Refresh the Data sources page.


Result

The new entity appears under Not connected entities.


Next steps

After you have created the entity, you populate its field with data.

Perform the next steps in the Help article - Example: Map a custom entity to a data source.

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